Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ALLDF (ALD S.A) | NA | 72.47% | 2.86% | 1.71% | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 07/02/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALLDF (ALD S.A) | 07/02/2018 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 72.47 | 2.86 | 1.71 | NA | NA | NA | … | … | 69.33 | 16.28 | -44.73 | 0.00 | 0.00 | 5.33 | -11.43 | 0.00 |
| Sharpe Ratio | NA | 1.37 | -0.01 | -0.01 | NA | NA | NA | … | … | 1.84 | 0.43 | -0.97 | 0.00 | 0.00 | 0.98 | -0.76 | 0.00 |
| Standard Deviation(%) | NA | 50.81 | 43.32 | 33.54 | NA | NA | NA | … | … | 55.26 | 29.76 | 50.01 | NA | NA | 5.19 | 16.87 | NA |
| Draw Down(%) | NA | 12.41 | 56.16 | 56.16 | NA | NA | NA | … | … | 10.20 | 13.18 | 52.76 | 0.00 | 0.00 | 0.00 | 15.07 | 0.00 |
| Yield(%) | 0.00 | 6.08 | 6.27 | 3.76 | 2.38 | 1.58 | 1.19 | … | … | 5.97 | 14.18 | 8.64 | 0.00 | 0.00 | 5.06 | 3.49 | 0.00 |
Data as of 09/26/2025, Common starting date is 07/02/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALLDF (ALD S.A) |
-21.71%
Feb 2021 – Feb 2024 |
-13.57%
Nov 2018 – Nov 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALLDF (ALD S.A) |
3.18%
Jan 2019 – Jan 2022 |
1.71%
Aug 2020 – Aug 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart