Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GGB (Gerdau S.A.) | 24.11% | 48.44% | 6.15% | 5.74% | 18.44% | -0.23% | 6.63% | … | … |
Data as of 06/10/2026, Common starting date is 03/10/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GGB (Gerdau S.A.) | 03/10/1999 | 06/10/2026 |
| 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 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.84 | 48.44 | 6.15 | 5.74 | 18.44 | -0.23 | 6.63 | … | … | 24.11 | 32.69 | -25.81 | -1.93 | 28.42 | 18.53 | -3.37 | 33.09 | 3.61 | 19.02 | 162.95 | -65.13 | -53.83 | -11.54 | 16.57 | -42.95 | -15.70 | 160.24 | -5.52 | 87.09 | 1.72 | -0.34 | 273.59 | 141.36 | -2.91 | 22.92 | -31.41 | 203.60 |
| Sharpe Ratio | NA | 1.71 | 0.12 | 0.08 | 0.36 | NA | NA | … | … | 1.83 | 0.82 | -0.86 | -0.17 | 0.56 | 0.41 | -0.05 | 0.87 | 0.05 | 0.40 | 2.07 | -1.19 | -1.61 | -0.37 | 0.46 | -0.89 | -0.42 | 2.53 | -0.06 | 1.98 | -0.03 | -0.05 | 3.46 | 3.06 | -0.08 | 0.33 | -0.80 | 5.65 |
| Standard Deviation(%) | NA | 33.86 | 34.43 | 38.89 | 47.23 | NA | NA | … | … | 37.75 | 36.41 | 34.17 | 34.06 | 48.15 | 44.85 | 76.52 | 36.43 | 47.83 | 45.67 | 78.46 | 54.97 | 33.37 | 30.93 | 36.23 | 48.31 | 37.68 | 63.18 | 116.46 | 42.65 | 56.45 | 55.80 | 78.75 | 45.98 | 52.89 | 63.15 | 44.68 | 50.59 |
| Draw Down(%) | NA | 28.28 | 51.23 | 51.23 | 67.55 | NA | NA | … | … | 28.28 | 24.88 | 25.81 | 29.51 | 36.30 | 36.16 | 67.55 | 34.68 | 33.84 | 39.22 | 34.47 | 68.49 | 61.11 | 44.04 | 28.10 | 54.06 | 33.97 | 42.38 | 82.18 | 30.92 | 52.22 | 55.57 | 20.12 | 29.06 | 49.34 | 58.84 | 48.17 | 29.05 |
| Yield(%) | 0.00 | 4.02 | 3.20 | 5.71 | 12.96 | 1.74 | 3.40 | … | … | 1.46 | 3.81 | 3.02 | 5.94 | 14.71 | 11.43 | 1.20 | 1.83 | 2.64 | 0.45 | 1.39 | 1.99 | 1.44 | 1.13 | 1.46 | 1.39 | 2.09 | 1.44 | 3.60 | 4.12 | 7.75 | 7.21 | 6.18 | 10.98 | 5.56 | 7.32 | 4.48 | 0.00 |
Data as of 06/10/2026, Common starting date is 03/10/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GGB (Gerdau S.A.) |
-52.09%
Jan 2013 – Jan 2016 |
-40.92%
Feb 2011 – Feb 2016 |
-17.86%
Mar 2010 – Mar 2020 |
-6.81%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GGB (Gerdau S.A.) |
151.85%
Sep 2001 – Sep 2004 |
111.62%
Jun 2003 – Jun 2008 |
46.06%
Oct 1999 – Oct 2009 |
23.43%
Apr 1999 – Apr 2014 |
Annualized Rolling Returns Comparison Chart