Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MELI (MercadoLibre, Inc.) | -20.07% | -32.55% | 9.15% | 2.94% | 28.35% | 22.68% | NA | … | … |
Data as of 06/11/2026, Common starting date is 08/10/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MELI (MercadoLibre, Inc.) | 08/10/2007 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.52 | -32.55 | 9.15 | 2.94 | 28.35 | 22.68 | NA | … | … | -20.07 | 17.95 | 9.79 | 85.71 | -37.24 | -19.51 | 192.90 | 95.30 | -6.93 | 101.99 | 37.13 | -10.12 | 19.20 | 37.95 | -0.72 | 19.89 | 28.48 | 216.09 | -77.79 | 159.23 |
| Sharpe Ratio | NA | -1.01 | 0.11 | 0.03 | 0.54 | NA | NA | … | … | -0.97 | 0.41 | 0.08 | 2.10 | -0.50 | -0.42 | 3.28 | 2.08 | -0.17 | 2.53 | 1.03 | -0.32 | 0.46 | 1.05 | -0.02 | 0.37 | 0.63 | 3.16 | -0.74 | 11.16 |
| Standard Deviation(%) | NA | 40.12 | 39.37 | 49.80 | 48.73 | NA | NA | … | … | 44.60 | 37.83 | 38.67 | 39.16 | 77.66 | 46.57 | 58.44 | 45.07 | 49.78 | 40.24 | 35.78 | 31.50 | 41.34 | 36.04 | 44.02 | 53.38 | 45.24 | 68.45 | 106.61 | 94.55 |
| Draw Down(%) | NA | 40.82 | 40.82 | 68.64 | 69.12 | NA | NA | … | … | 32.60 | 27.31 | 25.39 | 18.85 | 54.56 | 46.94 | 39.77 | 30.02 | 37.79 | 25.39 | 24.94 | 42.96 | 25.16 | 28.94 | 36.07 | 46.15 | 29.90 | 33.56 | 88.79 | 23.29 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.08 | 0.30 | 0.63 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.37 | 0.55 | 0.33 | 0.64 | 0.70 | 0.53 | 0.46 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/11/2026, Common starting date is 08/10/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MELI (MercadoLibre, Inc.) |
-3.38%
Dec 2007 – Dec 2010 |
1.42%
Feb 2021 – Feb 2026 |
15.96%
Dec 2007 – Dec 2017 |
17.90%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MELI (MercadoLibre, Inc.) |
92.58%
Nov 2008 – Nov 2011 |
78.72%
Jan 2016 – Jan 2021 |
41.48%
Sep 2011 – Sep 2021 |
38.73%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison Chart