Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AKO-A (Embotelladora Andina S.A) | -3.10% | 16.91% | 28.05% | 21.58% | 8.28% | 4.58% | 8.46% | … | … |
Data as of 06/11/2026, Common starting date is 07/07/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AKO-A (Embotelladora Andina S.A) | 07/07/1994 | 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 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -7.20 | 16.91 | 28.05 | 21.58 | 8.28 | 4.58 | 8.46 | … | … | -3.10 | 69.27 | 20.11 | 30.12 | 20.41 | -16.25 | -10.16 | -14.09 | -25.89 | 33.13 | 30.29 | 17.36 | -30.60 | -27.40 | 48.17 | -10.25 | 47.40 | 68.54 | -33.54 | 14.65 | 28.56 | 6.85 | 30.52 | 60.08 | -26.02 | -15.81 | -28.09 | 22.84 | -30.33 | 36.48 | -15.57 | 38.28 | 40.27 |
| Sharpe Ratio | NA | 0.24 | 0.60 | 0.04 | 0.02 | NA | NA | … | … | -0.01 | 1.50 | 0.41 | 0.73 | 0.49 | -0.01 | -0.17 | -0.56 | -0.80 | 1.07 | 1.14 | 0.48 | -1.47 | -1.15 | 2.20 | -0.27 | 1.80 | 1.94 | -0.63 | 0.35 | 1.06 | 0.20 | 1.12 | 2.05 | -0.68 | -0.55 | -0.82 | 0.65 | -0.67 | 1.14 | -0.85 | 0.84 | 3.08 |
| Standard Deviation(%) | NA | 50.69 | 44.38 | 565.94 | 401.56 | NA | NA | … | … | 58.52 | 44.56 | 40.37 | 36.69 | 39.14 | 1,291.09 | 62.49 | 27.91 | 34.41 | 30.59 | 26.32 | 36.17 | 20.81 | 23.78 | 22.10 | 38.15 | 26.24 | 35.34 | 54.71 | 33.11 | 23.79 | 23.02 | 26.29 | 28.96 | 40.15 | 33.86 | 39.16 | 29.89 | 50.70 | 28.59 | 22.45 | 40.67 | 31.36 |
| Draw Down(%) | NA | 17.84 | 25.74 | 98.41 | 99.15 | NA | NA | … | … | 17.84 | 18.20 | 22.17 | 25.74 | 20.00 | 98.63 | 39.46 | 41.17 | 34.06 | 14.07 | 11.68 | 19.24 | 32.80 | 36.47 | 12.94 | 25.39 | 14.22 | 16.92 | 57.04 | 23.94 | 14.66 | 19.74 | 13.71 | 18.75 | 51.73 | 48.82 | 42.69 | 31.33 | 55.38 | 25.81 | 22.70 | 27.52 | 11.76 |
| Yield(%) | 0.00 | 4.87 | 7.79 | 8.78 | 4.91 | 3.37 | 6.93 | … | … | 3.26 | 7.87 | 6.43 | 9.37 | 14.60 | 5.47 | 4.14 | 3.91 | 3.05 | 3.46 | 3.76 | 3.43 | 1.75 | 2.73 | 4.34 | 2.06 | 5.13 | 5.53 | 6.59 | 7.17 | 8.14 | 6.81 | 4.94 | 7.40 | 2.26 | 4.06 | 4.51 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/11/2026, Common starting date is 07/07/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AKO-A (Embotelladora Andina S.A) |
-77.43%
Aug 2018 – Aug 2021 |
-58.47%
Aug 2016 – Aug 2021 |
-35.75%
Aug 2011 – Aug 2021 |
-21.33%
Aug 2006 – Aug 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AKO-A (Embotelladora Andina S.A) |
375.02%
Aug 2021 – Aug 2024 |
37.87%
Sep 2002 – Sep 2007 |
25.60%
Sep 2002 – Sep 2012 |
16.62%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart