Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GIVSY (Grupo de Inversiones Suramericana SA ADR) | 22.30% | 13.27% | 6.91% | 1.03% | -4.96% | NA | NA | -2.88% |
Data as of 03/10/2025, AR inception is 04/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GIVSY (Grupo de Inversiones Suramericana SA ADR) | 04/19/2012 | 03/10/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 13.27 | 6.91 | 1.03 | -4.96 | NA | NA | -2.88 | 22.30 | -7.38 | -21.59 | 65.65 | 29.57 | -44.80 | 10.70 | -23.94 | 10.31 | -7.25 | -46.87 | 43.58 | -8.39 | 11.19 |
| Sharpe Ratio | NA | 0.24 | 0.07 | -0.01 | -0.09 | NA | NA | -0.06 | 1.68 | -0.44 | -0.43 | 0.91 | 0.32 | -0.31 | 0.36 | -1.09 | 0.54 | -0.40 | -0.93 | 0.98 | -0.29 | 1.23 |
| Standard Deviation(%) | NA | 41.54 | 57.37 | 94.25 | 66.41 | NA | NA | 60.27 | 83.61 | 26.01 | 59.11 | 70.59 | 91.24 | 144.83 | 25.92 | 23.34 | 18.01 | 18.57 | 50.31 | 44.58 | 28.95 | 13.41 |
| Draw Down(%) | NA | 17.33 | 47.61 | 55.33 | 74.27 | NA | NA | 79.38 | 0.00 | 17.33 | 47.61 | 30.36 | 34.60 | 48.21 | 18.32 | 29.89 | 8.06 | 15.40 | 48.91 | 10.76 | 16.39 | 1.17 |
| Yield(%) | 0.00 | 1.04 | 2.22 | 1.70 | 0.86 | 0.85 | 0.64 | 1.07 | 0.00 | 1.04 | 2.58 | 2.55 | 2.70 | 1.55 | 1.76 | 1.35 | 1.42 | 1.11 | 0.58 | 1.06 | 0.93 | 0.95 |
Data as of 03/10/2025, AR inception is 04/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GIVSY (Grupo de Inversiones Suramericana SA ADR) |
-24.85%
Sep 2017 - Sep 2020 |
-14.47%
Dec 2014 - Dec 2019 |
-8.01%
Mar 2013 - Mar 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GIVSY (Grupo de Inversiones Suramericana SA ADR) |
19.44%
Jan 2022 - Jan 2025 |
1.69%
May 2017 - May 2022 |
-2.35%
Sep 2012 - Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart