Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NEXA (Nexa Resources S.A.) | 70.06% | 212.93% | 41.97% | 7.11% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/27/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NEXA (Nexa Resources S.A.) | 10/27/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.94 | 212.93 | 41.97 | 7.11 | NA | NA | NA | … | … | 70.06 | 6.82 | 22.55 | 22.09 | -20.05 | -16.52 | 28.12 | -28.37 | -37.40 | 12.70 |
| Sharpe Ratio | NA | 3.37 | 0.82 | 0.12 | NA | NA | NA | … | … | 3.18 | 0.08 | 0.55 | 0.44 | -0.30 | -0.23 | 0.30 | -0.69 | -1.03 | 3.19 |
| Standard Deviation(%) | NA | 62.14 | 49.88 | 57.61 | NA | NA | NA | … | … | 84.74 | 51.73 | 29.48 | 41.16 | 71.38 | 72.12 | 93.33 | 43.07 | 37.56 | 31.58 |
| Draw Down(%) | NA | 37.31 | 47.02 | 62.84 | NA | NA | NA | … | … | 37.31 | 47.05 | 26.81 | 41.65 | 57.14 | 42.98 | 68.16 | 43.10 | 46.80 | 13.92 |
| Yield(%) | 0.00 | 2.06 | 0.63 | 1.14 | 1.40 | 0.93 | 0.70 | … | … | 0.00 | 1.40 | 0.00 | 3.30 | 4.73 | 2.69 | 4.63 | 4.35 | 3.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 10/27/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NEXA (Nexa Resources S.A.) |
-21.31%
Jan 2018 – Jan 2021 |
-18.12%
Feb 2018 – Feb 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NEXA (Nexa Resources S.A.) |
45.38%
May 2023 – May 2026 |
14.41%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart