Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GMPUF (Gestamp Automoción S.A) | 28.44% | 31.12% | 5.29% | -3.47% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 02/28/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GMPUF (Gestamp Automoción S.A) | 02/28/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 31.12 | 5.29 | -3.47 | NA | NA | NA | … | … | 28.44 | 13.50 | -24.07 | 7.43 | -29.52 | 12.60 | 1.24 | -21.51 |
| Sharpe Ratio | NA | 1.60 | 0.13 | -0.36 | NA | NA | NA | … | … | 2.84 | 1.38 | -1.57 | 0.90 | -1.19 | 0.69 | 0.80 | -0.77 |
| Standard Deviation(%) | NA | 17.84 | 15.33 | 16.69 | NA | NA | NA | … | … | 27.09 | 7.75 | 17.62 | 4.24 | 26.13 | 18.28 | 1.23 | 34.28 |
| Draw Down(%) | NA | 1.32 | 28.27 | 45.00 | NA | NA | NA | … | … | 1.32 | 0.00 | 28.27 | 0.00 | 30.04 | 5.22 | 0.00 | 33.17 |
| Yield(%) | 0.00 | 3.60 | 4.91 | 2.63 | 1.37 | 0.91 | 0.69 | … | … | 1.56 | 6.05 | 6.57 | 4.15 | 1.69 | 0.00 | 1.24 | 1.28 |
Data as of 06/10/2026, Common starting date is 02/28/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GMPUF (Gestamp Automoción S.A) |
-17.87%
Jul 2021 – Jul 2024 |
-11.97%
Apr 2019 – Apr 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GMPUF (Gestamp Automoción S.A) |
5.76%
Apr 2023 – Apr 2026 |
-0.89%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart