Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PBR-A (Petróleo Brasileiro S.A. – Petrobras) | 48.26% | 51.13% | 24.02% | 36.94% | 28.34% | 5.61% | 7.92% | … | … |
Data as of 06/12/2026, Common starting date is 02/22/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PBR-A (Petróleo Brasileiro S.A. – Petrobras) | 02/22/2001 | 06/12/2026 |
| 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 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.97 | 51.13 | 24.02 | 36.94 | 28.34 | 5.61 | 7.92 | … | … | 48.26 | 3.23 | -9.92 | 112.62 | 54.71 | 12.65 | -25.87 | 30.36 | 22.40 | 11.58 | 159.12 | -55.15 | -45.25 | -21.03 | -16.51 | -28.64 | -16.88 | 115.28 | -57.39 | 111.03 | 47.30 | 79.68 | 43.38 | 106.75 | -39.75 | -19.19 |
| Sharpe Ratio | NA | 1.65 | 0.67 | 0.92 | 0.53 | NA | NA | … | … | 4.11 | 0.01 | -0.46 | 2.96 | 1.07 | 0.24 | -0.30 | 0.78 | 0.37 | 0.24 | 2.13 | -0.81 | -0.75 | -0.56 | -0.47 | -0.77 | -0.48 | 2.46 | -0.64 | 2.06 | 1.13 | 2.31 | 1.16 | 3.09 | -0.73 | -0.56 |
| Standard Deviation(%) | NA | 29.43 | 30.81 | 37.92 | 49.75 | NA | NA | … | … | 33.61 | 29.49 | 29.67 | 37.19 | 50.18 | 52.74 | 86.17 | 36.97 | 56.42 | 45.30 | 74.59 | 68.52 | 60.07 | 37.91 | 35.83 | 37.27 | 35.17 | 46.82 | 90.59 | 52.76 | 39.08 | 33.51 | 36.60 | 34.29 | 56.12 | 43.73 |
| Draw Down(%) | NA | 18.96 | 28.98 | 36.72 | 71.72 | NA | NA | … | … | 18.96 | 22.30 | 23.45 | 18.41 | 36.72 | 37.63 | 71.69 | 24.66 | 47.55 | 32.69 | 41.47 | 66.63 | 69.53 | 35.02 | 41.98 | 43.94 | 33.96 | 19.07 | 80.22 | 27.15 | 32.55 | 19.04 | 31.84 | 28.50 | 65.64 | 39.29 |
| Yield(%) | 0.00 | 5.98 | 13.31 | 25.47 | 31.28 | 3.96 | 6.41 | … | … | 2.31 | 7.36 | 13.86 | 35.91 | 63.17 | 18.55 | 0.00 | 1.29 | 4.31 | 0.00 | 0.00 | 0.00 | 5.90 | 3.92 | 1.36 | 3.24 | 2.29 | 5.44 | 0.32 | 1.71 | 2.56 | 1.27 | 5.97 | 6.53 | 0.00 | 0.00 |
Data as of 06/12/2026, Common starting date is 02/22/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBR-A (Petróleo Brasileiro S.A. – Petrobras) |
-47.11%
Jan 2013 – Jan 2016 |
-39.13%
Feb 2011 – Feb 2016 |
-17.52%
Jan 2006 – Jan 2016 |
-4.28%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PBR-A (Petróleo Brasileiro S.A. – Petrobras) |
94.98%
Feb 2003 – Feb 2006 |
79.86%
Feb 2003 – Feb 2008 |
35.99%
Feb 2016 – Feb 2026 |
13.02%
Feb 2003 – Feb 2018 |
Annualized Rolling Returns Comparison Chart