Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ITUB (Itaú Unibanco Holding S.A.) | 7.99% | 31.74% | 26.55% | 17.95% | 8.12% | 1.48% | 8.10% | … | … |
Data as of 06/04/2026, Common starting date is 02/21/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ITUB (Itaú Unibanco Holding S.A.) | 02/21/2002 | 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 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.01 | 31.74 | 26.55 | 17.95 | 8.12 | 1.48 | 8.10 | … | … | 7.99 | 85.65 | -23.01 | 54.55 | 30.84 | -22.56 | -30.64 | 6.06 | -27.87 | 33.94 | 67.87 | -36.23 | 0.37 | -13.67 | -8.63 | -19.19 | 7.98 | 154.28 | -25.22 | 48.24 | 52.11 | 60.21 | 54.16 | 111.77 | -37.93 |
| Sharpe Ratio | NA | 1.02 | 0.88 | 0.57 | 0.18 | NA | NA | … | … | 0.75 | 3.04 | -0.99 | 1.57 | 0.77 | -0.59 | -0.49 | 0.16 | -0.55 | 0.97 | 1.37 | -0.83 | 0.01 | -0.43 | -0.28 | -0.48 | 0.23 | 2.66 | -0.28 | 1.00 | 1.18 | 1.60 | 1.48 | 3.10 | -0.66 |
| Standard Deviation(%) | NA | 30.64 | 28.62 | 32.90 | 39.88 | NA | NA | … | … | 36.86 | 27.37 | 26.99 | 32.81 | 38.46 | 38.37 | 62.93 | 29.28 | 53.61 | 34.42 | 49.39 | 43.61 | 41.31 | 31.57 | 31.42 | 40.33 | 34.54 | 57.89 | 93.71 | 45.08 | 41.38 | 36.11 | 36.05 | 35.80 | 65.91 |
| Draw Down(%) | NA | 18.88 | 27.72 | 31.76 | 75.82 | NA | NA | … | … | 18.88 | 10.69 | 26.42 | 15.87 | 31.60 | 31.76 | 59.74 | 26.78 | 47.86 | 23.09 | 26.21 | 41.26 | 34.65 | 38.37 | 39.68 | 39.20 | 26.72 | 37.81 | 67.24 | 28.84 | 37.12 | 15.16 | 34.96 | 20.69 | 66.09 |
| Yield(%) | 0.04 | 9.77 | 9.82 | 6.20 | 7.49 | 3.47 | 7.39 | … | … | 1.23 | 16.99 | 7.27 | 5.90 | 5.26 | 2.89 | 2.92 | 5.51 | 2.35 | 6.66 | 9.61 | 4.01 | 5.08 | 4.12 | 2.56 | 3.43 | 2.42 | 6.25 | 5.09 | 3.73 | 1.32 | 0.31 | 0.37 | 6.23 | 1.98 |
Data as of 06/04/2026, Common starting date is 02/21/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ITUB (Itaú Unibanco Holding S.A.) |
-30.87%
Sep 2017 – Sep 2020 |
-16.47%
Sep 2010 – Sep 2015 |
-10.91%
Sep 2010 – Sep 2020 |
-3.00%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ITUB (Itaú Unibanco Holding S.A.) |
98.75%
Sep 2002 – Sep 2005 |
77.22%
Sep 2002 – Sep 2007 |
37.93%
Sep 2002 – Sep 2012 |
26.82%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart