Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EVTC (EVERTEC, Inc.) | -22.01% | -38.52% | -14.24% | -11.81% | 4.30% | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 04/15/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EVTC (EVERTEC, Inc.) | 04/15/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -10.00 | -38.52 | -14.24 | -11.81 | 4.30 | NA | NA | … | … | -22.01 | -15.26 | -15.19 | 27.14 | -34.88 | 27.72 | 16.29 | 19.37 | 111.07 | -21.75 | 9.06 | -22.79 | -8.67 | 24.17 |
| Sharpe Ratio | NA | -1.08 | -0.52 | -0.48 | 0.08 | NA | NA | … | … | -1.03 | -0.56 | -0.64 | 0.94 | -1.20 | 1.01 | 0.33 | 0.58 | 3.30 | -0.77 | 0.31 | -0.97 | -0.45 | 1.29 |
| Standard Deviation(%) | NA | 37.70 | 32.24 | 30.82 | 32.82 | NA | NA | … | … | 46.67 | 32.41 | 29.21 | 25.21 | 30.33 | 27.37 | 48.51 | 30.87 | 33.40 | 29.16 | 28.57 | 23.49 | 19.34 | 27.33 |
| Draw Down(%) | NA | 40.35 | 46.26 | 54.74 | 54.74 | NA | NA | … | … | 27.74 | 29.30 | 29.67 | 22.97 | 38.76 | 12.92 | 46.57 | 17.60 | 12.69 | 31.94 | 31.90 | 30.39 | 19.42 | 17.08 |
| Yield(%) | 0.00 | 0.54 | 0.55 | 0.46 | 1.31 | 1.10 | 0.82 | … | … | 0.35 | 0.58 | 0.49 | 0.61 | 0.40 | 0.52 | 0.59 | 0.70 | 0.73 | 1.68 | 2.43 | 1.82 | 1.59 | 1.00 |
Data as of 06/08/2026, Common starting date is 04/15/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EVTC (EVERTEC, Inc.) |
-12.98%
Dec 2014 – Dec 2017 |
-10.38%
May 2021 – May 2026 |
4.33%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EVTC (EVERTEC, Inc.) |
43.10%
Dec 2017 – Dec 2020 |
28.14%
Feb 2016 – Feb 2021 |
9.94%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart