Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WEGZY (WEG SA ADR) | -5.03% | 15.58% | 5.93% | 6.82% | 18.52% | 11.79% | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/07/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WEGZY (WEG SA ADR) | 04/07/2011 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.44 | 15.58 | 5.93 | 6.82 | 18.52 | 11.79 | NA | … | … | -5.03 | 9.28 | 14.42 | 5.82 | 25.33 | -18.20 | 63.53 | 116.44 | -40.95 | 69.92 | -56.59 | 82.11 | 40.32 | 63.77 | -26.95 | -12.40 |
| Sharpe Ratio | NA | 0.46 | 0.11 | 0.16 | 0.23 | NA | NA | … | … | -0.10 | 0.19 | 0.40 | 0.07 | 0.53 | -0.25 | 0.31 | 2.29 | -1.03 | 1.81 | -0.55 | 0.60 | 0.79 | 1.53 | -1.02 | -0.87 |
| Standard Deviation(%) | NA | 33.64 | 31.70 | 35.53 | 75.43 | NA | NA | … | … | 38.60 | 33.72 | 27.16 | 30.09 | 45.51 | 72.84 | 199.98 | 50.29 | 41.21 | 38.40 | 103.50 | 137.46 | 51.31 | 41.56 | 26.58 | 19.07 |
| Draw Down(%) | NA | 21.36 | 35.92 | 41.85 | 63.50 | NA | NA | … | … | 21.36 | 32.75 | 17.23 | 27.49 | 41.12 | 30.95 | 63.50 | 10.00 | 48.20 | 6.63 | 63.89 | 43.41 | 22.68 | 11.73 | 28.50 | 14.98 |
| Yield(%) | 0.00 | 5.16 | 2.92 | 2.57 | 3.25 | 2.25 | 1.69 | … | … | 0.21 | 5.16 | 1.92 | 1.78 | 1.75 | 0.77 | 0.49 | 1.19 | 0.70 | 1.41 | 0.50 | 2.32 | 3.35 | 3.27 | 2.34 | 2.71 |
Data as of 06/05/2026, Common starting date is 04/07/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WEGZY (WEG SA ADR) |
-24.20%
Dec 2015 – Dec 2018 |
-2.51%
Nov 2020 – Nov 2025 |
5.96%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WEGZY (WEG SA ADR) |
61.15%
Dec 2012 – Dec 2015 |
33.68%
Sep 2016 – Sep 2021 |
22.18%
Apr 2013 – Apr 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart