Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FER (Ferrovial SE) | 2.86% | 31.71% | 31.38% | 19.18% | 14.01% | 13.58% | 14.21% | … | … |
Data as of 06/09/2026, Common starting date is 01/03/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FER (Ferrovial SE) | 01/03/2000 | 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 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.80 | 31.71 | 31.38 | 19.18 | 14.01 | 13.58 | 14.21 | … | … | 2.86 | 56.35 | 21.33 | 44.09 | -5.61 | -0.23 | -3.44 | 54.04 | -12.86 | 26.33 | -24.04 | 19.29 | 10.07 | 40.25 | 93.74 | -33.56 | 10.05 | 123.49 | -41.36 | -55.44 | 368.98 | -13.04 | 91.18 | 281.66 | -42.18 | -86.90 | -8.00 |
| Sharpe Ratio | NA | 1.29 | 0.93 | 0.58 | 0.34 | NA | NA | … | … | 0.28 | 2.26 | 0.61 | 1.02 | -0.20 | -0.01 | -0.05 | 2.83 | -0.27 | 1.63 | -0.94 | 1.60 | 0.66 | 1.85 | 1.69 | -0.10 | 0.27 | 1.85 | -1.11 | -0.61 | 4.85 | -0.43 | 0.35 | 0.68 | -0.03 | -0.30 | -0.02 |
| Standard Deviation(%) | NA | 23.36 | 30.85 | 30.68 | 36.60 | NA | NA | … | … | 28.77 | 23.73 | 28.87 | 39.96 | 34.63 | 20.96 | 68.68 | 18.57 | 52.63 | 15.86 | 25.82 | 12.05 | 15.28 | 21.79 | 56.08 | 330.28 | 37.00 | 66.56 | 37.91 | 96.75 | 75.91 | 35.83 | 261.06 | 415.77 | 1,449.61 | 301.24 | 597.19 |
| Draw Down(%) | NA | 17.13 | 17.13 | 28.64 | 38.92 | NA | NA | … | … | 17.13 | 12.22 | 11.37 | 13.69 | 21.99 | 12.81 | 31.22 | 5.33 | 38.92 | 9.39 | 26.34 | 4.21 | 12.44 | 6.25 | 35.80 | 84.44 | 29.99 | 48.72 | 44.92 | 73.01 | 56.15 | 33.78 | 51.33 | 56.12 | 99.60 | 89.14 | 97.40 |
| Yield(%) | 0.00 | 2.54 | 3.50 | 2.82 | 2.68 | 4.15 | 6.70 | … | … | 1.01 | 2.41 | 2.44 | 3.04 | 2.55 | 2.10 | 1.92 | 2.30 | 0.00 | 0.00 | 0.00 | 0.00 | 4.65 | 5.78 | 17.00 | 4.67 | 3.75 | 4.04 | 1.29 | 0.56 | 1.71 | 1.23 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/09/2026, Common starting date is 01/03/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FER (Ferrovial SE) |
-61.43%
Jun 2000 – Jun 2003 |
-22.76%
Oct 2000 – Oct 2005 |
-5.04%
Oct 2000 – Oct 2010 |
2.43%
Sep 2006 – Sep 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FER (Ferrovial SE) |
165.33%
Sep 2003 – Sep 2006 |
80.49%
May 2002 – May 2007 |
39.36%
Nov 2002 – Nov 2012 |
29.89%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart