Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PETRY (Petrobras Distribuidora S.A) | NA | 13.73% | 15.79% | NA | NA | NA | NA | … | … |
Data as of 06/27/2025, Common starting date is 02/09/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PETRY (Petrobras Distribuidora S.A) | 02/09/2021 | 06/27/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.12 | 13.73 | 15.79 | NA | NA | NA | NA | … | … | 47.58 | -35.37 | 70.94 | -21.08 | -13.25 |
| Sharpe Ratio | NA | 0.21 | 0.25 | NA | NA | NA | NA | … | … | 2.30 | -0.95 | 1.34 | -0.43 | -0.27 |
| Standard Deviation(%) | NA | 48.85 | 48.92 | NA | NA | NA | NA | … | … | 52.39 | 41.05 | 50.62 | 52.41 | 54.80 |
| Draw Down(%) | NA | 41.66 | 45.51 | NA | NA | NA | NA | … | … | 13.75 | 44.56 | 27.34 | 47.42 | 36.09 |
| Yield(%) | 0.00 | 10.20 | 8.46 | 4.98 | 2.49 | 1.66 | 1.24 | … | … | 7.95 | 5.77 | 6.32 | 4.63 | 7.79 |
Data as of 06/27/2025, Common starting date is 02/09/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PETRY (Petrobras Distribuidora S.A) |
-9.56%
Feb 2022 – Feb 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PETRY (Petrobras Distribuidora S.A) |
15.41%
Mar 2021 – Mar 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart