Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OBSJF (Obrascón Huarte Lain S.A) | 23.40% | 70.59% | 5.07% | -7.58% | -21.14% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/15/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OBSJF (Obrascón Huarte Lain S.A) | 04/15/2013 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 70.59 | 5.07 | -7.58 | -21.14 | NA | NA | … | … | 23.40 | 34.29 | -2.78 | -32.08 | -51.82 | 27.91 | -28.17 | -63.16 | -41.91 | 69.71 | -83.72 | -51.69 | 14.31 | 11.79 |
| Sharpe Ratio | NA | 2.32 | 0.05 | -0.21 | -0.36 | NA | NA | … | … | 2.72 | 0.55 | -3.33 | -1.37 | -0.67 | 0.72 | -0.85 | -0.49 | -0.82 | 1.72 | -0.53 | -0.71 | 1.07 | 1.27 |
| Standard Deviation(%) | NA | 29.29 | 37.56 | 49.09 | 63.21 | NA | NA | … | … | 23.84 | 58.09 | 2.83 | 26.61 | 79.12 | 38.75 | 33.25 | 131.96 | 52.97 | 40.33 | 159.30 | 72.74 | 13.38 | 13.15 |
| Draw Down(%) | NA | 0.00 | 36.00 | 70.91 | 94.87 | NA | NA | … | … | 0.00 | 33.33 | 2.78 | 32.08 | 60.91 | 12.79 | 28.33 | 72.00 | 45.48 | 0.00 | 84.70 | 51.69 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.46 | 0.06 | 0.04 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 5.14 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 04/15/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OBSJF (Obrascón Huarte Lain S.A) |
-57.15%
Jan 2014 – Jan 2017 |
-54.03%
Mar 2015 – Mar 2020 |
-38.58%
Jan 2015 – Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OBSJF (Obrascón Huarte Lain S.A) |
6.52%
Feb 2019 – Feb 2022 |
-7.58%
Apr 2021 – Apr 2026 |
-20.31%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart