Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EBR-B (Centrais Elétricas Brasileiras S.A. – Eletrobrás) | 8.65% | 124.30% | 25.26% | 23.89% | 25.32% | NA | NA | … | … |
Data as of 01/09/2026, Common starting date is 01/05/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EBR-B (Centrais Elétricas Brasileiras S.A. – Eletrobrás) | 01/05/2015 | 01/09/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.49 | 124.30 | 25.26 | 23.89 | 25.32 | NA | NA | … | … | 8.65 | 103.85 | -26.78 | 21.03 | 42.44 | -8.58 | -21.78 | 37.52 | 5.74 | -5.32 | 205.43 | -7.86 |
| Sharpe Ratio | NA | 1.70 | 0.41 | 0.38 | 0.37 | NA | NA | … | … | 80.69 | 1.44 | -0.77 | 0.37 | 0.77 | -0.16 | -0.23 | 0.72 | 0.06 | -0.09 | 3.63 | -0.13 |
| Standard Deviation(%) | NA | 70.53 | 53.84 | 53.58 | 63.08 | NA | NA | … | … | 39.19 | 70.52 | 39.73 | 46.89 | 53.65 | 53.55 | 95.87 | 50.35 | 75.36 | 69.73 | 56.49 | 59.12 |
| Draw Down(%) | NA | 43.66 | 43.66 | 45.39 | 70.39 | NA | NA | … | … | 3.48 | 43.66 | 35.71 | 29.02 | 28.11 | 40.51 | 66.50 | 30.19 | 61.28 | 41.17 | 22.87 | 42.77 |
| Yield(%) | 0.00 | 15.72 | 7.90 | 8.85 | 17.58 | 9.50 | 7.12 | … | … | 0.00 | 15.33 | 6.93 | 3.90 | 5.45 | 7.47 | 3.53 | 4.30 | 0.00 | 6.87 | 0.00 | 0.00 |
Data as of 01/09/2026, Common starting date is 01/05/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EBR-B (Centrais Elétricas Brasileiras S.A. – Eletrobrás) |
-11.63%
Jan 2019 – Jan 2022 |
-2.10%
Oct 2016 – Oct 2021 |
16.09%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EBR-B (Centrais Elétricas Brasileiras S.A. – Eletrobrás) |
69.15%
Jan 2016 – Jan 2019 |
30.13%
Aug 2015 – Aug 2020 |
23.06%
Nov 2015 – Nov 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart