Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ISMAY (Indra Sistemas SA) | 10.57% | 60.09% | 80.34% | 50.55% | 19.73% | 9.74% | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/07/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ISMAY (Indra Sistemas SA) | 04/07/2011 | 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 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.77 | 60.09 | 80.34 | 50.55 | 19.73 | 9.74 | NA | … | … | 10.57 | 237.31 | 12.27 | 41.83 | 6.56 | 24.94 | -22.87 | 17.99 | -31.73 | 25.27 | 17.93 | -3.54 | -42.05 | 34.63 | 14.76 | -35.56 |
| Sharpe Ratio | NA | 1.16 | 1.42 | 0.91 | 0.37 | NA | NA | … | … | 0.60 | 5.55 | 0.23 | 0.59 | 0.08 | 0.54 | -0.32 | 0.48 | -0.96 | 0.95 | 0.47 | -0.09 | -1.37 | 1.01 | 0.33 | -0.91 |
| Standard Deviation(%) | NA | 52.08 | 53.28 | 53.90 | 49.35 | NA | NA | … | … | 65.63 | 42.50 | 36.82 | 65.33 | 64.25 | 46.32 | 72.06 | 34.30 | 34.51 | 26.01 | 37.57 | 41.08 | 30.67 | 34.20 | 45.10 | 49.62 |
| Draw Down(%) | NA | 32.72 | 32.72 | 43.72 | 63.96 | NA | NA | … | … | 32.72 | 16.64 | 25.15 | 20.31 | 38.99 | 20.68 | 52.08 | 36.52 | 41.99 | 22.02 | 26.53 | 25.08 | 52.50 | 17.69 | 42.94 | 43.90 |
| Yield(%) | 0.00 | 0.73 | 2.49 | 2.30 | 0.90 | 1.20 | 0.91 | … | … | 0.00 | 1.65 | 1.74 | 2.52 | 1.47 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 2.76 | 3.20 | 6.33 | 4.72 |
Data as of 06/04/2026, Common starting date is 04/07/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ISMAY (Indra Sistemas SA) |
-25.45%
Oct 2017 – Oct 2020 |
-14.01%
Sep 2017 – Sep 2022 |
-6.28%
May 2011 – May 2021 |
10.13%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ISMAY (Indra Sistemas SA) |
88.49%
Oct 2022 – Oct 2025 |
57.75%
Oct 2020 – Oct 2025 |
24.19%
Feb 2016 – Feb 2026 |
10.13%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart