Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IGUEF (Iguatemi Empresa de Shopping Centers S.A) | NA | -6.60% | -11.01% | -6.76% | NA | NA | NA | … | … |
Data as of 11/19/2021, Common starting date is 07/03/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IGUEF (Iguatemi Empresa de Shopping Centers S.A) | 07/03/2013 | 11/19/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -6.60 | -11.01 | -6.76 | NA | NA | NA | … | … | -6.60 | -55.93 | 59.88 | 0.00 | 0.00 | 27.42 | -33.74 | -7.90 | 1.08 |
| Sharpe Ratio | NA | -0.90 | -0.22 | -0.18 | NA | NA | NA | … | … | -0.94 | -0.69 | 1.49 | 0.00 | 0.00 | 0.57 | -0.87 | -0.79 | 1.42 |
| Standard Deviation(%) | NA | 7.39 | 52.93 | 40.95 | NA | NA | NA | … | … | 7.85 | 81.77 | 39.24 | NA | NA | 47.26 | 38.82 | 10.02 | 1.52 |
| Draw Down(%) | NA | 7.04 | 60.34 | 60.34 | NA | NA | NA | … | … | 7.04 | 55.93 | 4.34 | 0.00 | 0.00 | 22.45 | 46.78 | 10.38 | 0.00 |
| Yield(%) | 0.00 | 0.48 | 3.56 | 2.14 | 0.84 | 0.56 | 0.42 | … | … | 0.48 | 0.72 | 9.19 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 11/19/2021, Common starting date is 07/03/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IGUEF (Iguatemi Empresa de Shopping Centers S.A) |
-11.01%
Aug 2018 – Aug 2021 |
-6.76%
Aug 2016 – Aug 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IGUEF (Iguatemi Empresa de Shopping Centers S.A) |
32.41%
Jan 2016 – Jan 2019 |
20.47%
Sep 2015 – Sep 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart