Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AKO-B (Embotelladora Andina S.A) | 7.57% | 23.38% | 32.63% | 28.37% | 11.33% | 5.98% | 9.95% | … | … |
Data as of 06/11/2026, Common starting date is 04/07/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AKO-B (Embotelladora Andina S.A) | 04/07/1997 | 06/11/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.74 | 23.38 | 32.63 | 28.37 | 11.33 | 5.98 | 9.95 | … | … | 7.57 | 62.00 | 31.37 | 12.79 | 34.55 | -7.60 | -9.24 | -20.19 | -19.27 | 34.29 | 33.43 | 5.26 | -38.13 | -23.47 | 50.67 | -10.07 | 55.39 | 59.33 | -23.52 | 17.86 | 23.78 | 5.72 | 29.26 | 70.72 | 1.05 | -11.60 | -26.83 | 12.50 | -33.12 | 0.32 |
| Sharpe Ratio | NA | 0.35 | 0.73 | 0.60 | 0.22 | NA | NA | … | … | -0.03 | 1.63 | 0.78 | 0.26 | 0.68 | -0.14 | -0.16 | -0.61 | -0.54 | 1.11 | 1.05 | 0.13 | -1.49 | -0.86 | 2.25 | -0.25 | 2.28 | 1.60 | -0.48 | 0.43 | 0.84 | 0.16 | 1.20 | 2.43 | 0.00 | -0.41 | -0.80 | 0.24 | -0.73 | -0.10 |
| Standard Deviation(%) | NA | 33.98 | 35.57 | 39.77 | 41.89 | NA | NA | … | … | 37.28 | 36.45 | 35.36 | 34.77 | 49.26 | 55.08 | 59.52 | 35.81 | 38.47 | 30.37 | 31.56 | 40.79 | 25.67 | 27.33 | 22.70 | 39.81 | 24.25 | 36.97 | 50.33 | 34.45 | 24.44 | 21.43 | 23.56 | 28.83 | 33.75 | 34.59 | 38.62 | 38.51 | 50.22 | 32.20 |
| Draw Down(%) | NA | 26.21 | 32.27 | 32.27 | 62.71 | NA | NA | … | … | 26.21 | 19.91 | 14.83 | 32.27 | 23.46 | 31.12 | 38.16 | 40.18 | 33.86 | 18.16 | 16.93 | 30.10 | 38.34 | 33.67 | 11.78 | 28.69 | 10.63 | 17.99 | 50.25 | 21.33 | 18.24 | 19.08 | 14.98 | 18.40 | 34.40 | 41.32 | 41.60 | 37.69 | 59.23 | 24.00 |
| Yield(%) | 0.00 | 4.59 | 8.05 | 10.70 | 5.73 | 3.68 | 7.90 | … | … | 2.77 | 7.10 | 7.54 | 9.30 | 16.61 | 5.74 | 4.80 | 3.62 | 2.94 | 3.43 | 3.75 | 3.21 | 2.21 | 2.42 | 3.99 | 4.06 | 5.08 | 6.56 | 7.11 | 7.16 | 1.98 | 1.69 | 5.99 | 8.74 | 10.51 | 7.67 | 7.82 | 0.00 | 0.00 | 0.00 |
Data as of 06/11/2026, Common starting date is 04/07/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AKO-B (Embotelladora Andina S.A) |
-22.79%
Oct 2017 – Oct 2020 |
-22.63%
Sep 1997 – Sep 2002 |
-7.35%
Oct 2012 – Oct 2022 |
0.55%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AKO-B (Embotelladora Andina S.A) |
57.05%
Sep 2002 – Sep 2005 |
36.70%
Sep 2002 – Sep 2007 |
27.19%
Sep 2002 – Sep 2012 |
16.87%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart