Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IOCJY (Iochpe Maxion SA ADR) | -11.67% | -35.76% | -14.73% | -10.33% | -5.52% | -11.17% | -1.95% | … | … |
Data as of 06/01/2026, Common starting date is 04/28/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IOCJY (Iochpe Maxion SA ADR) | 04/28/1999 | 06/01/2026 |
| 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 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -35.76 | -14.73 | -10.33 | -5.52 | -11.17 | -1.95 | … | … | -11.67 | -2.12 | -5.80 | -7.17 | -33.82 | 26.95 | -46.85 | 7.21 | -3.32 | 67.37 | 19.08 | -32.77 | -57.25 | -5.22 | -3.50 | -5.63 | 99.70 | 422.81 | -84.30 | 154.30 | 17.30 | 114.63 | 350.00 | 300.00 | -60.00 | -33.33 | -25.00 | 100.00 |
| Sharpe Ratio | NA | -0.55 | -0.20 | -0.06 | -0.07 | NA | NA | … | … | -1.49 | -0.06 | -0.08 | -0.13 | -0.25 | 0.13 | -0.18 | 0.08 | -0.08 | 1.47 | 0.30 | -0.90 | -1.60 | -0.17 | -0.08 | -0.14 | 1.08 | 7.21 | -0.75 | 2.74 | 0.24 | 2.70 | 2.93 | 1.86 | -0.69 | -0.46 | -0.16 | 0.66 |
| Standard Deviation(%) | NA | 52.42 | 88.65 | 114.82 | 128.76 | NA | NA | … | … | 19.89 | 80.47 | 115.77 | 84.62 | 139.39 | 200.85 | 254.39 | 68.37 | 61.82 | 45.60 | 62.56 | 36.49 | 35.88 | 31.13 | 47.06 | 40.35 | 92.60 | 58.60 | 113.83 | 55.59 | 58.12 | 41.60 | 119.29 | 160.65 | 89.20 | 78.43 | 185.13 | 261.83 |
| Draw Down(%) | NA | 44.21 | 58.82 | 60.33 | 83.08 | NA | NA | … | … | 11.67 | 38.95 | 57.31 | 46.40 | 50.37 | 45.92 | 75.96 | 42.24 | 47.43 | 21.18 | 41.83 | 32.77 | 60.77 | 25.81 | 52.21 | 35.74 | 43.62 | 15.63 | 89.57 | 31.61 | 38.26 | 10.00 | 55.36 | 38.46 | 60.00 | 55.86 | 77.78 | 62.50 |
| Yield(%) | 0.00 | 0.00 | 1.13 | 2.93 | 2.70 | 1.03 | 2.95 | … | … | 0.00 | 0.00 | 4.45 | 2.44 | 4.17 | 6.29 | 2.46 | 0.55 | 4.55 | 2.48 | 1.92 | 1.90 | 1.07 | 2.47 | 4.61 | 2.74 | 1.55 | 20.34 | 1.16 | 1.72 | 2.63 | 1.96 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/01/2026, Common starting date is 04/28/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IOCJY (Iochpe Maxion SA ADR) |
-51.47%
Mar 2000 – Mar 2003 |
-25.99%
Feb 2011 – Feb 2016 |
-17.43%
Feb 2012 – Feb 2022 |
-11.14%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IOCJY (Iochpe Maxion SA ADR) |
270.96%
Jun 2003 – Jun 2006 |
161.16%
Jul 2003 – Jul 2008 |
69.57%
Aug 2002 – Aug 2012 |
38.86%
Mar 2003 – Mar 2018 |
Annualized Rolling Returns Comparison Chart