Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TEF (Telefonica SA ADR) | 0.74% | -4.91% | 8.71% | 4.74% | -2.85% | -4.79% | 5.52% | … | … |
Data as of 03/20/2026, Common starting date is 06/12/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TEF (Telefonica SA ADR) | 06/12/1987 | 03/20/2026 |
| 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 | 1988 | 1987 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.99 | -4.91 | 8.71 | 4.74 | -2.85 | -4.79 | 5.52 | … | … | 0.74 | 8.71 | 11.03 | 18.09 | -9.30 | 14.51 | -36.43 | -12.77 | -7.84 | 9.93 | -9.44 | -16.46 | -4.94 | 24.50 | -14.89 | 148.27 | -11.69 | 31.54 | -27.02 | 58.30 | 47.13 | -6.29 | 32.00 | 78.61 | -31.03 | -16.60 | -57.71 | 74.65 | 48.66 | 31.50 | 65.37 | 19.22 | -9.94 | 32.20 | -21.33 | 42.18 | 7.11 | 4.23 | 5.59 | -0.56 |
| Sharpe Ratio | NA | -0.26 | 0.23 | 0.08 | -0.16 | NA | NA | … | … | 0.03 | 0.22 | 0.42 | 0.61 | -0.39 | 0.55 | -0.73 | -0.79 | -0.44 | 0.51 | -0.28 | -0.66 | -0.25 | 1.03 | -0.44 | 1.26 | -0.35 | 1.05 | -0.62 | 2.31 | 2.73 | -0.51 | 1.46 | 3.13 | -0.77 | -0.51 | -1.04 | 1.96 | 1.04 | 1.00 | 3.39 | 0.76 | -0.47 | 1.46 | -0.91 | 1.72 | 0.07 | -0.10 | 0.03 | -0.09 |
| Standard Deviation(%) | NA | 29.32 | 23.67 | 24.38 | 27.75 | NA | NA | … | … | 32.38 | 26.48 | 17.54 | 23.85 | 27.31 | 26.11 | 49.97 | 18.03 | 21.13 | 18.19 | 34.12 | 24.93 | 19.70 | 23.75 | 34.19 | 117.38 | 33.68 | 30.06 | 44.73 | 24.03 | 16.11 | 16.91 | 21.25 | 24.86 | 41.58 | 37.74 | 59.38 | 36.44 | 43.42 | 27.58 | 18.04 | 20.02 | 27.59 | 20.54 | 25.99 | 22.17 | 22.96 | 17.84 | 24.20 | 57.66 |
| Draw Down(%) | NA | 31.43 | 31.43 | 39.43 | 65.52 | NA | NA | … | … | 10.91 | 28.55 | 14.88 | 14.27 | 39.43 | 16.40 | 51.19 | 25.43 | 24.64 | 14.17 | 21.98 | 27.04 | 19.60 | 15.78 | 37.41 | 32.65 | 34.95 | 24.03 | 52.22 | 11.18 | 7.72 | 13.17 | 20.08 | 17.31 | 45.54 | 50.77 | 66.78 | 22.92 | 35.46 | 20.58 | 14.10 | 16.81 | 26.03 | 13.04 | 32.46 | 16.67 | 18.26 | 16.29 | 16.91 | 41.03 |
| Yield(%) | 0.00 | 7.53 | 8.25 | 7.15 | 3.88 | 2.76 | 5.12 | … | … | 0.00 | 8.59 | 7.97 | 8.90 | 7.25 | 10.05 | 6.40 | 5.25 | 4.75 | 4.91 | 7.58 | 6.87 | 8.82 | 3.44 | 6.11 | 9.44 | 6.13 | 6.18 | 3.91 | 4.25 | 4.42 | 7.01 | 3.29 | 6.79 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 03/20/2026, Common starting date is 06/12/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TEF (Telefonica SA ADR) |
-38.24%
Feb 2000 – Feb 2003 |
-19.22%
Oct 2015 – Oct 2020 |
-10.24%
Feb 2011 – Feb 2021 |
-4.91%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TEF (Telefonica SA ADR) |
62.26%
Oct 2008 – Oct 2011 |
47.30%
Feb 1995 – Feb 2000 |
27.31%
Feb 1990 – Feb 2000 |
21.60%
Jan 1996 – Jan 2011 |
Annualized Rolling Returns Comparison Chart