Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ERJ (Embraer SA ADR) | 1.65% | 74.33% | 83.67% | 59.90% | 8.79% | 6.18% | 3.84% | … | … |
Data as of 01/02/2026, Common starting date is 07/21/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ERJ (Embraer SA ADR) | 07/21/2000 | 01/02/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.65 | 74.33 | 83.67 | 59.90 | 8.79 | 6.18 | 3.84 | … | … | 1.65 | 77.17 | 98.81 | 68.80 | -38.42 | 160.65 | -65.06 | -11.93 | -7.00 | 25.45 | -34.49 | -19.25 | 16.41 | 14.44 | 14.87 | -12.41 | 37.14 | 39.89 | -63.34 | 13.52 | 8.21 | 20.47 | -0.54 | 123.57 | -0.95 | -41.52 | 85.84 |
| Sharpe Ratio | NA | 1.70 | 2.01 | 1.14 | 0.14 | NA | NA | … | … | NA | 1.80 | 2.27 | 1.97 | -0.71 | 2.57 | -0.75 | -0.49 | -0.23 | 0.71 | -0.87 | -0.65 | 0.63 | 0.45 | 0.52 | -0.30 | 1.23 | 0.69 | -1.03 | 0.35 | 0.16 | 0.64 | -0.04 | 2.78 | -0.04 | -0.67 | 6.28 |
| Standard Deviation(%) | NA | 41.93 | 39.25 | 48.36 | 49.25 | NA | NA | … | … | 0.00 | 42.26 | 41.95 | 33.34 | 56.02 | 62.49 | 87.12 | 27.55 | 36.68 | 34.89 | 39.69 | 29.50 | 25.90 | 32.01 | 28.51 | 40.91 | 30.17 | 57.29 | 62.30 | 30.18 | 29.48 | 28.35 | 36.59 | 44.14 | 50.25 | 66.15 | 47.57 |
| Draw Down(%) | NA | 28.33 | 28.33 | 57.20 | 86.18 | NA | NA | … | … | 0.00 | 28.33 | 16.59 | 24.59 | 54.48 | 31.57 | 79.61 | 29.85 | 34.51 | 26.74 | 43.11 | 34.21 | 13.92 | 24.97 | 34.20 | 38.57 | 18.45 | 48.93 | 73.58 | 21.38 | 22.79 | 17.38 | 36.32 | 43.76 | 45.16 | 74.20 | 19.20 |
| Yield(%) | 0.00 | 1.54 | 1.83 | 1.85 | 0.43 | 0.80 | 1.04 | … | … | 0.00 | 1.54 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.57 | 2.07 | 0.39 | 0.60 | 1.77 | 1.60 | 1.57 | 2.05 | 3.55 | 3.13 | 2.38 | 3.44 | 2.06 | 3.16 | 3.28 | 2.38 | 16.84 | 3.57 | 1.29 |
Data as of 01/02/2026, Common starting date is 07/21/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ERJ (Embraer SA ADR) |
-41.81%
Sep 2017 – Sep 2020 |
-32.19%
Oct 2015 – Oct 2020 |
-16.77%
Oct 2010 – Oct 2020 |
-12.49%
Oct 2005 – Oct 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ERJ (Embraer SA ADR) |
91.62%
Sep 2022 – Sep 2025 |
73.38%
Oct 2020 – Oct 2025 |
15.64%
Feb 2003 – Feb 2013 |
8.80%
Feb 2003 – Feb 2018 |
Annualized Rolling Returns Comparison Chart