Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BBSEY (BB Seguridade Participacoes SA) | 16.51% | 25.96% | 17.46% | 19.56% | 8.63% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/01/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BBSEY (BB Seguridade Participacoes SA) | 04/01/2014 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.05 | 25.96 | 17.46 | 19.56 | 8.63 | NA | NA | … | … | 16.51 | 27.14 | -5.46 | 20.49 | 84.81 | -31.91 | -34.83 | 49.46 | -7.44 | 7.31 | 55.26 | -47.27 | 8.31 |
| Sharpe Ratio | NA | 0.79 | 0.56 | 0.61 | 0.20 | NA | NA | … | … | 1.08 | 0.97 | -0.41 | 0.61 | 2.40 | -1.04 | -0.68 | 1.39 | -0.24 | 0.18 | 1.08 | -1.04 | 0.31 |
| Standard Deviation(%) | NA | 29.41 | 25.30 | 28.93 | 34.82 | NA | NA | … | … | 37.31 | 25.02 | 21.92 | 27.63 | 34.98 | 30.83 | 51.22 | 34.42 | 36.44 | 37.46 | 50.99 | 45.58 | 35.70 |
| Draw Down(%) | NA | 14.27 | 20.46 | 31.50 | 59.55 | NA | NA | … | … | 14.27 | 20.46 | 17.69 | 15.27 | 19.85 | 36.46 | 56.98 | 21.91 | 43.49 | 20.39 | 25.05 | 51.48 | 31.27 |
| Yield(%) | 0.00 | 13.09 | 12.15 | 12.88 | 8.02 | 4.44 | 3.33 | … | … | 7.44 | 12.95 | 10.41 | 11.42 | 10.73 | 3.26 | 8.83 | 8.84 | 9.65 | 5.92 | 10.78 | 4.65 | 2.39 |
Data as of 06/05/2026, Common starting date is 04/01/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BBSEY (BB Seguridade Participacoes SA) |
-13.19%
Mar 2018 – Mar 2021 |
-9.80%
Oct 2016 – Oct 2021 |
-0.79%
Jun 2014 – Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BBSEY (BB Seguridade Participacoes SA) |
33.82%
Sep 2021 – Sep 2024 |
22.69%
Apr 2021 – Apr 2026 |
11.97%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart