Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GIVPY (Grupo de Inversiones Suramericana S.A) | NA | 61.40% | 14.20% | NA | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 02/03/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GIVPY (Grupo de Inversiones Suramericana S.A) | 02/03/2022 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 53.89 | 61.40 | 14.20 | NA | NA | NA | NA | … | … | 57.78 | 35.32 | -13.86 | -19.03 |
| Sharpe Ratio | NA | 1.35 | 0.25 | NA | NA | NA | NA | … | … | 1.65 | 0.56 | -0.93 | -0.67 |
| Standard Deviation(%) | NA | 43.32 | 43.99 | NA | NA | NA | NA | … | … | 50.47 | 53.78 | 19.66 | 33.40 |
| Draw Down(%) | NA | 0.00 | 33.03 | NA | NA | NA | NA | … | … | 0.00 | 17.86 | 17.29 | 26.18 |
| Yield(%) | 35.02 | 39.75 | 12.86 | 7.71 | 3.86 | 2.57 | 1.93 | … | … | 37.50 | 3.32 | 3.34 | 0.00 |
Data as of 09/26/2025, Common starting date is 02/03/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GIVPY (Grupo de Inversiones Suramericana S.A) |
-1.08%
Aug 2022 – Aug 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GIVPY (Grupo de Inversiones Suramericana S.A) |
-1.08%
Aug 2022 – Aug 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart