Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IFS (Intercorp Financial Services Inc.) | 23.65% | 50.86% | 35.62% | 16.29% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/01/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IFS (Intercorp Financial Services Inc.) | 07/01/2019 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.98 | 50.86 | 35.62 | 16.29 | NA | NA | NA | … | … | 23.65 | 49.00 | 39.89 | -1.52 | -5.41 | -13.75 | -16.06 | 7.27 |
| Sharpe Ratio | NA | 1.59 | 1.26 | 0.49 | NA | NA | NA | … | … | 1.95 | 1.82 | 1.31 | -0.21 | -0.19 | -0.29 | -0.30 | 0.38 |
| Standard Deviation(%) | NA | 31.06 | 27.83 | 32.84 | NA | NA | NA | … | … | 38.23 | 25.47 | 27.69 | 24.40 | 36.63 | 47.29 | 54.87 | 36.36 |
| Draw Down(%) | NA | 13.40 | 28.42 | 44.33 | NA | NA | NA | … | … | 13.40 | 13.55 | 26.80 | 28.42 | 42.23 | 47.06 | 52.26 | 17.91 |
| Yield(%) | 0.00 | 10.11 | 8.10 | 5.94 | 3.02 | 2.01 | 1.51 | … | … | 8.31 | 3.42 | 4.57 | 5.03 | 6.59 | 4.45 | 4.13 | 0.00 |
Data as of 06/04/2026, Common starting date is 07/01/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IFS (Intercorp Financial Services Inc.) |
-16.34%
Sep 2019 – Sep 2022 |
-3.39%
Sep 2019 – Sep 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IFS (Intercorp Financial Services Inc.) |
39.57%
May 2023 – May 2026 |
21.52%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart