Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMIZF (Meliá Hotels International S.A) | NA | -11.04% | 3.71% | 11.38% | -5.14% | NA | NA | … | … |
Data as of 07/07/2025, Common starting date is 10/18/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMIZF (Meliá Hotels International S.A) | 10/18/2010 | 07/07/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -11.04 | 3.71 | 11.38 | -5.14 | NA | NA | … | … | -6.93 | 26.26 | 30.44 | -29.82 | -3.71 | -19.45 | -6.61 | -30.59 | 21.58 | -12.94 | 23.04 | -9.53 | 55.93 | 57.96 | -45.44 | -5.00 |
| Sharpe Ratio | NA | -0.45 | 0.01 | 0.20 | -0.15 | NA | NA | … | … | -0.59 | 0.56 | 0.75 | -0.63 | -0.07 | -0.21 | -0.33 | -1.05 | 0.89 | -0.39 | 0.96 | -0.41 | 1.58 | 1.29 | -0.94 | -0.53 |
| Standard Deviation(%) | NA | 31.45 | 35.95 | 46.97 | 44.83 | NA | NA | … | … | 27.71 | 35.76 | 35.14 | 49.42 | 51.42 | 92.37 | 24.50 | 30.49 | 23.75 | 33.39 | 23.99 | 23.53 | 35.44 | 45.42 | 48.47 | 41.94 |
| Draw Down(%) | NA | 21.23 | 33.23 | 51.88 | 79.21 | NA | NA | … | … | 15.79 | 24.82 | 21.39 | 48.15 | 33.70 | 65.90 | 25.65 | 40.79 | 20.82 | 26.88 | 15.58 | 22.35 | 16.15 | 30.95 | 62.71 | 15.42 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.49 | 0.56 | 0.42 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 2.18 | 1.42 | 1.32 | 0.34 | 0.30 | 0.44 | 0.52 | 0.66 | 0.48 | 0.00 |
Data as of 07/07/2025, Common starting date is 10/18/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMIZF (Meliá Hotels International S.A) |
-36.37%
Sep 2017 – Sep 2020 |
-23.35%
Oct 2015 – Oct 2020 |
-6.20%
Nov 2013 – Nov 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMIZF (Meliá Hotels International S.A) |
40.04%
Jul 2012 – Jul 2015 |
24.32%
Jun 2012 – Jun 2017 |
4.80%
Apr 2012 – Apr 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart