Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IENVF (Infraestructura Energética Nova S.A.B. de C.V) | NA | 0.00% | -10.51% | -8.88% | NA | NA | NA | … | … |
Data as of 11/01/2022, Common starting date is 07/11/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IENVF (Infraestructura Energética Nova S.A.B. de C.V) | 07/11/2013 | 11/01/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | -10.51 | -8.88 | NA | NA | NA | … | … | 0.00 | -7.18 | -12.17 | 35.72 | -30.97 | 9.35 | 7.67 | -18.24 | 27.50 | 2.49 |
| Sharpe Ratio | NA | 0.00 | -0.14 | -0.15 | NA | NA | NA | … | … | 0.00 | -0.08 | -0.13 | 0.89 | -0.92 | 0.29 | 0.24 | -0.65 | 1.02 | 0.20 |
| Standard Deviation(%) | NA | 19.89 | 80.74 | 66.48 | NA | NA | NA | … | … | NA | 122.57 | 93.20 | 38.53 | 35.02 | 29.88 | 30.98 | 28.22 | 26.85 | 25.85 |
| Draw Down(%) | NA | 0.00 | 50.71 | 52.58 | NA | NA | NA | … | … | 0.00 | 36.47 | 50.71 | 20.65 | 36.24 | 14.85 | 15.71 | 30.86 | 22.73 | 7.56 |
| Yield(%) | 0.00 | 0.00 | 1.08 | 1.08 | 2.37 | 1.58 | 1.18 | … | … | 0.00 | 0.00 | 0.00 | 4.24 | 2.79 | 3.05 | 2.91 | 2.89 | 3.55 | 2.60 |
Data as of 11/01/2022, Common starting date is 07/11/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IENVF (Infraestructura Energética Nova S.A.B. de C.V) |
-19.64%
Jul 2017 – Jul 2020 |
-9.88%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IENVF (Infraestructura Energética Nova S.A.B. de C.V) |
10.80%
Sep 2015 – Sep 2018 |
8.48%
Sep 2013 – Sep 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart