Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EQUEY (Equatorial Energia SA ADR) | 8.35% | 14.11% | 10.97% | 11.85% | 78.22% | 81.16% | NA | … | … |
Data as of 06/08/2026, Common starting date is 04/27/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EQUEY (Equatorial Energia SA ADR) | 04/27/2010 | 06/08/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.40 | 14.11 | 10.97 | 11.85 | 78.22 | 81.16 | NA | … | … | 8.35 | 85.54 | -43.27 | 43.15 | 32.26 | -8.00 | -18.85 | 5,143.37 | 4.68 | 153.42 | 372.78 | 10.42 | 43.76 | 21.61 | 293.61 | -143.65 | -22.97 |
| Sharpe Ratio | NA | 0.30 | 0.28 | 0.22 | 0.65 | NA | NA | … | … | 0.66 | 1.44 | -1.22 | 0.94 | 0.74 | -0.21 | -0.32 | 15.22 | 0.06 | 1.68 | 4.77 | 0.22 | 1.21 | 0.63 | 2.66 | NA | -0.09 |
| Standard Deviation(%) | NA | 44.62 | 44.05 | 43.72 | 118.72 | NA | NA | … | … | 34.77 | 57.72 | 38.38 | 42.61 | 42.10 | 37.75 | 59.80 | 337.77 | 52.09 | 91.65 | 78.16 | 46.89 | 36.01 | 34.18 | 111.78 | NA | 352.46 |
| Draw Down(%) | NA | 5.19 | 8.32 | 4.29 | 0.00 | NA | NA | … | … | 1.63 | 0.00 | 8.32 | 8.11 | 2.96 | 5.71 | 14.75 | 0.31 | 8.09 | 0.00 | 0.00 | 6.32 | 5.13 | 1.28 | 0.00 | 139.44 | 95.13 |
| Yield(%) | 0.00 | 4.13 | 3.04 | 3.09 | 118.73 | 141.59 | 101.45 | … | … | 0.22 | 9.33 | 1.72 | 1.65 | 3.36 | 2.90 | 1.08 | 31.02 | 12.25 | 60.06 | 86.11 | 24.02 | 26.21 | 13.89 | 73.86 | 410.13 | 0.00 |
Data as of 06/08/2026, Common starting date is 04/27/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EQUEY (Equatorial Energia SA ADR) |
-0.70%
Feb 2020 – Feb 2023 |
-4.32%
Dec 2019 – Dec 2024 |
78.15%
May 2016 – May 2026 |
81.11%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EQUEY (Equatorial Energia SA ADR) |
418.13%
Dec 2016 – Dec 2019 |
279.85%
Jan 2015 – Jan 2020 |
133.14%
Sep 2011 – Sep 2021 |
81.11%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart