Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MPFRY (Mapfre SA ADR) | 4.21% | 25.80% | 33.58% | 23.14% | 12.84% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MPFRY (Mapfre SA ADR) | 08/06/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.60 | 25.80 | 33.58 | 23.14 | 12.84 | NA | NA | … | … | 4.21 | 82.33 | 23.10 | 25.26 | 1.69 | 8.91 | -21.01 | 7.12 | -2.27 | 18.06 | 7.26 | -19.45 | -15.18 | 36.49 | 68.46 |
| Sharpe Ratio | NA | 0.55 | 0.74 | 0.38 | 0.20 | NA | NA | … | … | 0.22 | 1.75 | 0.43 | 0.36 | 0.00 | 0.20 | -0.21 | 0.17 | -0.11 | 0.42 | 0.03 | -0.36 | -0.71 | 0.80 | 3.14 |
| Standard Deviation(%) | NA | 42.72 | 47.79 | 54.25 | 55.71 | NA | NA | … | … | 47.10 | 45.51 | 45.15 | 61.17 | 71.77 | 43.79 | 100.85 | 33.84 | 32.88 | 41.19 | 251.91 | 54.65 | 21.42 | 45.50 | 86.53 |
| Draw Down(%) | NA | 18.82 | 18.82 | 32.41 | 56.02 | NA | NA | … | … | 16.35 | 13.04 | 14.66 | 23.61 | 32.41 | 16.02 | 43.80 | 18.25 | 28.06 | 28.25 | 86.12 | 33.72 | 22.53 | 23.27 | 18.29 |
| Yield(%) | 0.00 | 5.48 | 6.62 | 6.93 | 6.32 | 7.73 | 5.79 | … | … | 2.84 | 3.23 | 7.77 | 8.42 | 7.46 | 8.25 | 5.64 | 6.09 | 5.77 | 6.31 | 5.63 | 4.65 | 4.50 | 4.80 | 2.63 |
Data as of 06/04/2026, Common starting date is 08/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MPFRY (Mapfre SA ADR) |
-41.11%
Jan 2016 – Jan 2019 |
-31.08%
Feb 2016 – Feb 2021 |
-5.09%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MPFRY (Mapfre SA ADR) |
74.78%
Jan 2013 – Jan 2016 |
33.79%
Oct 2020 – Oct 2025 |
15.96%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart