Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
EC (Ecopetrol S.A.) 66.35% 97.68% 35.86% 20.14% 15.71% 1.68% NA
Data as of 06/09/2026, Common starting date is 09/18/2008
More Performance Analytics Comparison
Name Start Date End Date
EC (Ecopetrol S.A.) 09/18/2008 06/09/2026
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
Annualized Return (%) -0.63 97.68 35.86 20.14 15.71 1.68 NA 66.35 48.49 -24.57 43.98 -5.06 0.57 -29.31 42.61 12.05 64.42 29.14 -55.75 -51.79 -31.38 41.89 6.21 85.10 41.70 -23.60
Sharpe Ratio NA 2.45 0.99 0.44 0.35 NA NA 4.15 1.27 -0.99 1.17 -0.13 0.02 -0.41 1.38 0.25 2.52 0.60 -1.17 -1.55 -1.33 1.76 0.24 2.66 1.02 -0.62
Standard Deviation(%) NA 37.26 33.84 37.69 41.31 NA NA 46.12 36.05 28.41 34.94 48.52 33.25 72.02 29.81 42.53 25.47 48.16 47.83 33.37 23.62 24.00 25.89 31.99 40.74 98.48
Draw Down(%) NA 13.20 38.26 48.60 72.59 NA NA 13.01 22.03 38.26 22.86 48.60 21.14 68.11 28.54 44.68 15.03 22.99 64.54 62.00 36.69 20.23 15.50 22.06 21.49 43.97
Yield(%) 0.00 13.23 18.33 13.58 12.99 3.65 5.78 6.47 18.39 13.14 28.39 17.57 0.72 4.40 12.34 4.25 1.72 0.00 6.43 7.21 5.34 7.85 3.90 4.01 9.20 2.11
Data as of 06/09/2026, Common starting date is 09/18/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
EC (Ecopetrol S.A.) -49.75%
Jan 2013 – Jan 2016
-29.10%
Apr 2012 – Apr 2017
-11.66%
Sep 2012 – Sep 2022
-2.36%
Oct 2010 – Oct 2025
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
EC (Ecopetrol S.A.) 62.56%
Apr 2009 – Apr 2012
29.71%
Oct 2008 – Oct 2013
17.55%
Jan 2016 – Jan 2026
5.30%
Feb 2009 – Feb 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return