Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PUPOF (Public Power Corporation S.A) | NA | 46.26% | 5.99% | 50.38% | 1.54% | NA | NA | … | … |
Data as of 07/22/2024, Common starting date is 08/23/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PUPOF (Public Power Corporation S.A) | 08/23/2012 | 07/22/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 46.26 | 5.99 | 50.38 | 1.54 | NA | NA | … | … | 46.26 | 41.74 | -49.61 | 24.02 | 325.93 | -8.09 | 1.29 | -29.06 | -35.20 | -41.50 | -15.69 | 46.19 | 121.81 |
| Sharpe Ratio | NA | 0.94 | 0.05 | 0.50 | 0.00 | NA | NA | … | … | 1.57 | 1.15 | -0.65 | 0.27 | 3.50 | -0.05 | 0.00 | -0.24 | -0.82 | -0.98 | -0.92 | 1.71 | 12.97 |
| Standard Deviation(%) | NA | 45.37 | 75.16 | 97.57 | 97.40 | NA | NA | … | … | 61.00 | 32.93 | 79.03 | 90.33 | 92.25 | 179.33 | 132.31 | 123.98 | 43.39 | 42.36 | 17.06 | 26.97 | 69.79 |
| Draw Down(%) | NA | 6.51 | 61.40 | 61.86 | 88.57 | NA | NA | … | … | 6.51 | 8.43 | 61.26 | 48.23 | 7.55 | 59.53 | 57.12 | 64.23 | 35.20 | 41.50 | 15.69 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.05 | 0.18 | 0.14 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.63 | 0.00 | 0.47 | 0.00 |
Data as of 07/22/2024, Common starting date is 08/23/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PUPOF (Public Power Corporation S.A) |
-51.46%
Jan 2014 – Jan 2017 |
-31.44%
Apr 2014 – Apr 2019 |
-2.25%
Jul 2013 – Jul 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PUPOF (Public Power Corporation S.A) |
70.78%
Apr 2019 – Apr 2022 |
57.70%
Jan 2017 – Jan 2022 |
1.54%
Mar 2014 – Mar 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart