Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| REPYY (Repsol SA) | 46.01% | 109.07% | 31.60% | 21.06% | 14.82% | 5.71% | 6.25% | … | … |
Data as of 06/04/2026, Common starting date is 05/12/1989
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| REPYY (Repsol SA) | 05/12/1989 | 06/04/2026 |
| 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 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.26 | 109.07 | 31.60 | 21.06 | 14.82 | 5.71 | 6.25 | … | … | 46.01 | 66.79 | -13.02 | -2.01 | 41.78 | 21.74 | -29.95 | 8.27 | -4.12 | 32.78 | 36.92 | -35.40 | -18.33 | 27.86 | -24.46 | 14.57 | 7.44 | 35.65 | -37.10 | 6.07 | 20.30 | 15.62 | 36.67 | 51.41 | -8.02 | -8.02 | -29.24 | 30.91 | 31.68 | 15.14 | 20.68 | 23.21 | -10.70 | 32.62 | -0.63 | 20.99 | -2.72 | 31.15 |
| Sharpe Ratio | NA | 3.50 | 1.07 | 0.65 | 0.40 | NA | NA | … | … | 3.44 | 2.51 | -0.86 | -0.23 | 1.10 | 0.71 | -0.47 | 0.35 | -0.24 | 1.81 | 0.92 | -1.01 | -0.87 | 1.14 | -0.55 | 0.34 | 0.20 | 0.96 | -0.63 | 0.13 | 0.70 | 0.65 | 1.79 | 2.36 | -0.25 | -0.36 | -1.04 | 0.95 | 1.05 | 0.55 | 1.01 | 1.14 | -0.56 | 1.40 | -0.12 | 0.63 | -0.27 | 1.84 |
| Standard Deviation(%) | NA | 29.37 | 25.50 | 28.54 | 32.47 | NA | NA | … | … | 38.22 | 25.62 | 19.40 | 24.91 | 36.91 | 30.42 | 63.87 | 19.41 | 23.36 | 17.78 | 40.04 | 35.19 | 21.07 | 24.37 | 45.22 | 42.71 | 37.30 | 36.85 | 60.41 | 23.42 | 24.08 | 20.53 | 19.96 | 21.49 | 37.35 | 29.62 | 32.09 | 28.89 | 26.97 | 20.62 | 16.72 | 16.91 | 24.72 | 21.65 | 24.86 | 26.83 | 30.78 | 25.78 |
| Draw Down(%) | NA | 17.30 | 34.74 | 35.62 | 63.92 | NA | NA | … | … | 17.30 | 22.38 | 33.04 | 19.80 | 35.62 | 23.56 | 59.99 | 16.80 | 20.61 | 8.44 | 20.66 | 44.76 | 28.29 | 15.13 | 54.09 | 28.82 | 31.20 | 32.67 | 62.16 | 18.06 | 19.09 | 14.96 | 11.10 | 9.06 | 28.84 | 30.93 | 35.27 | 20.76 | 28.07 | 13.18 | 15.49 | 14.60 | 23.57 | 11.52 | 30.58 | 15.26 | 32.64 | 20.71 |
| Yield(%) | 0.00 | 7.70 | 6.80 | 6.26 | 6.75 | 3.41 | 4.09 | … | … | 2.37 | 8.76 | 6.61 | 4.82 | 5.73 | 3.63 | 5.76 | 6.43 | 5.73 | 6.62 | 6.20 | 5.69 | 10.63 | 6.17 | 6.64 | 5.10 | 1.88 | 9.49 | 4.18 | 2.78 | 2.37 | 2.54 | 2.47 | 1.39 | 1.85 | 2.05 | 1.83 | 2.54 | 2.91 | 3.42 | 4.04 | 2.42 | 1.07 | 3.43 | 3.72 | 4.36 | 4.04 | 1.52 |
Data as of 06/04/2026, Common starting date is 05/12/1989
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| REPYY (Repsol SA) |
-24.56%
Oct 2017 – Oct 2020 |
-15.18%
Feb 2011 – Feb 2016 |
-7.17%
Oct 2010 – Oct 2020 |
-4.05%
Sep 2005 – Sep 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| REPYY (Repsol SA) |
42.46%
Sep 2002 – Sep 2005 |
32.12%
Oct 2002 – Oct 2007 |
17.34%
Mar 2016 – Mar 2026 |
14.89%
Oct 1992 – Oct 2007 |
Annualized Rolling Returns Comparison Chart