Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PHRZF (Pharol SGPS S.A) | NA | -100.00% | -100.00% | -100.00% | -100.00% | NA | NA | … | … |
Data as of 08/23/2023, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PHRZF (Pharol SGPS S.A) | 06/19/2012 | 08/23/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -100.00 | -100.00 | -100.00 | -100.00 | -100.00 | NA | NA | … | … | -100.00 | -30.82 | -63.01 | 55.96 | -53.78 | -23.14 | 54.07 | -15.23 | -75.45 | -75.17 | -5.74 | -11.04 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | NA | -0.48 | -1.01 | 0.49 | -1.04 | -0.41 | 0.70 | -0.21 | -1.60 | -1.16 | -0.17 | -0.57 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 67.75 | 62.53 | 112.94 | 53.14 | 58.97 | 76.78 | 74.56 | 47.11 | 64.61 | 34.80 | 35.23 |
| Draw Down(%) | NA | 100.00 | 100.00 | 100.00 | 100.00 | NA | NA | … | … | 100.00 | 58.49 | 72.38 | 42.31 | 53.78 | 46.71 | 49.09 | 39.59 | 75.45 | 75.58 | 34.05 | 24.29 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.09 | 0.04 | 0.03 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 12.59 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 08/23/2023, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHRZF (Pharol SGPS S.A) |
-68.16%
Mar 2013 – Mar 2016 |
-47.02%
Oct 2013 – Oct 2018 |
-40.05%
Apr 2013 – Apr 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHRZF (Pharol SGPS S.A) |
18.45%
Mar 2016 – Mar 2019 |
0.69%
Mar 2016 – Mar 2021 |
-32.38%
Jul 2012 – Jul 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart