Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| YDUQY (YDUQS Participacoes SA ADR) | NA | -50.72% | -28.90% | -32.68% | -14.99% | NA | NA | … | … |
Data as of 03/20/2023, Common starting date is 08/20/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| YDUQY (YDUQS Participacoes SA ADR) | 08/20/2012 | 03/20/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.90 | -50.72 | -28.90 | -32.68 | -14.99 | NA | NA | … | … | -16.20 | -50.46 | -42.23 | -44.47 | 96.44 | -43.36 | 104.16 | 41.06 | -60.08 | 1.90 | 25.12 | 48.07 |
| Sharpe Ratio | NA | -0.41 | -0.30 | -0.39 | -0.21 | NA | NA | … | … | -0.31 | -0.50 | -0.76 | -0.44 | 1.83 | -0.75 | 1.99 | 0.64 | -0.86 | 0.05 | 0.49 | 6.59 |
| Standard Deviation(%) | NA | 130.91 | 98.12 | 87.46 | 73.02 | NA | NA | … | … | 201.51 | 103.24 | 55.87 | 101.06 | 51.94 | 59.52 | 52.29 | 63.31 | 69.54 | 39.81 | 51.67 | 30.37 |
| Draw Down(%) | NA | 71.56 | 83.16 | 90.16 | 90.35 | NA | NA | … | … | 54.42 | 61.42 | 50.63 | 70.94 | 29.20 | 56.63 | 26.37 | 33.86 | 66.43 | 37.37 | 29.14 | 4.88 |
| Yield(%) | 0.00 | 0.97 | 8.51 | 3.02 | 3.25 | 3.53 | 2.65 | … | … | 0.00 | 0.85 | 1.29 | 8.32 | 1.97 | 4.38 | 4.42 | 11.45 | 1.25 | 0.98 | 0.56 | 0.00 |
Data as of 03/20/2023, Common starting date is 08/20/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| YDUQY (YDUQS Participacoes SA ADR) |
-47.40%
Feb 2020 – Feb 2023 |
-30.94%
Feb 2018 – Feb 2023 |
-15.09%
Jan 2013 – Jan 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| YDUQY (YDUQS Participacoes SA ADR) |
43.28%
Jan 2016 – Jan 2019 |
18.69%
Jan 2016 – Jan 2021 |
-6.35%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart