Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VIV (Telefônica Brasil S.A.) | 16.45% | 35.59% | 23.79% | 14.54% | 7.68% | 0.94% | 5.29% | … | … |
Data as of 06/04/2026, Common starting date is 11/16/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VIV (Telefônica Brasil S.A.) | 11/16/1998 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.28 | 35.59 | 23.79 | 14.54 | 7.68 | 0.94 | 5.29 | … | … | 16.45 | 66.70 | -27.04 | 63.52 | -14.06 | 4.96 | -30.99 | 26.59 | -13.00 | 16.54 | 51.50 | -45.25 | -2.46 | -13.42 | -7.42 | 25.92 | 5.79 | 36.05 | -14.23 | 11.06 | 43.80 | 22.03 | 40.24 | 110.91 | -26.42 | 3.65 | -42.50 | 11.98 | -22.20 |
| Sharpe Ratio | NA | 1.35 | 0.72 | 0.47 | 0.20 | NA | NA | … | … | 1.22 | 2.26 | -1.14 | 2.26 | -0.51 | 0.17 | -0.63 | 1.08 | -0.44 | 0.64 | 1.44 | -1.18 | -0.08 | -0.52 | -0.31 | 0.80 | 0.23 | 1.17 | -0.25 | 0.20 | 1.26 | 0.64 | 1.03 | 3.03 | -0.57 | 0.03 | -0.83 | 0.14 | -1.37 |
| Standard Deviation(%) | NA | 28.81 | 28.06 | 28.66 | 31.31 | NA | NA | … | … | 33.11 | 28.40 | 26.91 | 26.79 | 30.39 | 29.08 | 49.15 | 23.36 | 32.56 | 24.93 | 35.70 | 38.26 | 29.23 | 25.86 | 24.39 | 32.31 | 24.41 | 30.68 | 60.13 | 39.80 | 32.21 | 30.90 | 38.11 | 36.31 | 48.77 | 45.28 | 56.42 | 59.72 | 65.70 |
| Draw Down(%) | NA | 20.18 | 30.14 | 41.04 | 47.34 | NA | NA | … | … | 20.18 | 12.25 | 30.14 | 10.92 | 38.73 | 17.49 | 46.44 | 15.10 | 43.04 | 13.75 | 21.65 | 54.12 | 24.06 | 31.79 | 29.56 | 18.67 | 26.01 | 14.66 | 37.41 | 28.10 | 24.31 | 16.83 | 32.86 | 22.21 | 50.00 | 53.43 | 67.38 | 50.00 | 31.20 |
| Yield(%) | 0.46 | 8.24 | 7.65 | 6.57 | 5.64 | 3.03 | 6.39 | … | … | 5.10 | 7.64 | 4.71 | 8.39 | 4.73 | 6.65 | 7.55 | 5.27 | 5.93 | 5.42 | 3.03 | 6.53 | 6.18 | 8.02 | 4.87 | 12.19 | 6.91 | 6.58 | 10.93 | 11.77 | 14.53 | 14.92 | 13.11 | 27.63 | 3.79 | 5.01 | 4.85 | 1.39 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/16/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VIV (Telefônica Brasil S.A.) |
-33.17%
Feb 2000 – Feb 2003 |
-12.22%
Jan 2011 – Jan 2016 |
-7.06%
Jul 2011 – Jul 2021 |
-2.22%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VIV (Telefônica Brasil S.A.) |
66.35%
Jan 2003 – Jan 2006 |
53.48%
Sep 2002 – Sep 2007 |
26.17%
Oct 2001 – Oct 2011 |
15.66%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart