Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| STNE (StoneCo Ltd.) | -11.94% | -5.82% | 0.66% | -27.30% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/26/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STNE (StoneCo Ltd.) | 10/26/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.03 | -5.82 | 0.66 | -27.30 | NA | NA | NA | … | … | -11.94 | 85.57 | -55.80 | 91.00 | -44.01 | -79.91 | 110.38 | 116.32 | -40.69 |
| Sharpe Ratio | NA | 0.01 | 0.02 | -0.45 | NA | NA | NA | … | … | -0.30 | 1.71 | -1.39 | 1.74 | -0.47 | -1.16 | 1.32 | 1.69 | -1.45 |
| Standard Deviation(%) | NA | 52.01 | 47.83 | 65.16 | NA | NA | NA | … | … | 58.26 | 48.75 | 42.61 | 50.73 | 96.38 | 68.94 | 82.84 | 68.09 | 67.12 |
| Draw Down(%) | NA | 40.22 | 57.64 | 89.72 | NA | NA | NA | … | … | 35.34 | 27.34 | 56.99 | 34.47 | 62.53 | 84.11 | 60.66 | 43.32 | 46.25 |
| Yield(%) | 0.00 | 18.29 | 6.60 | 0.79 | 0.81 | 0.54 | 0.41 | … | … | 17.22 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 10/26/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STNE (StoneCo Ltd.) |
-43.66%
Jun 2021 – Jun 2024 |
-29.33%
Dec 2020 – Dec 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STNE (StoneCo Ltd.) |
27.71%
Jun 2022 – Jun 2025 |
-0.45%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart