Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IBDSF (Iberdrola S.A) | 10.66% | 34.65% | 29.65% | 17.26% | 18.23% | 11.47% | NA | … | … |
Data as of 06/09/2026, Common starting date is 12/11/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IBDSF (Iberdrola S.A) | 12/11/2006 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.01 | 34.65 | 29.65 | 17.26 | 18.23 | 11.47 | NA | … | … | 10.66 | 62.22 | 10.47 | 18.81 | 1.46 | -13.55 | 43.07 | 35.89 | 8.30 | 25.71 | -6.78 | 10.11 | 14.88 | 16.93 | -5.20 | -17.09 | -17.25 | 14.81 | -43.06 | -63.89 | -0.79 |
| Sharpe Ratio | NA | 1.17 | 1.06 | 0.58 | 0.60 | NA | NA | … | … | 0.72 | 2.31 | 0.32 | 0.79 | 0.00 | -0.53 | 0.90 | 1.72 | 0.29 | 1.26 | -0.30 | 0.45 | 0.74 | 0.54 | -0.12 | -0.40 | -0.42 | 0.35 | -0.66 | -0.48 | -1.99 |
| Standard Deviation(%) | NA | 26.09 | 24.70 | 25.57 | 27.39 | NA | NA | … | … | 32.39 | 25.84 | 21.09 | 19.42 | 31.31 | 25.50 | 47.34 | 19.96 | 23.90 | 19.92 | 23.13 | 22.56 | 20.21 | 31.13 | 44.78 | 43.29 | 41.72 | 42.64 | 66.22 | 139.31 | 9.03 |
| Draw Down(%) | NA | 10.68 | 19.58 | 28.71 | 38.01 | NA | NA | … | … | 10.68 | 11.31 | 14.04 | 19.58 | 25.38 | 32.90 | 33.49 | 9.17 | 15.71 | 9.07 | 14.67 | 9.70 | 12.99 | 17.91 | 51.02 | 34.70 | 41.71 | 40.98 | 61.52 | 76.10 | 2.36 |
| Yield(%) | 0.00 | 5.69 | 6.08 | 4.83 | 7.48 | 5.02 | 0.89 | … | … | 2.51 | 5.31 | 4.69 | 4.69 | 4.01 | 3.15 | 4.22 | 4.87 | 4.28 | 5.33 | 4.16 | 2.38 | 5.90 | 3.23 | 2.63 | 0.43 | 3.85 | 6.00 | 2.36 | 0.39 | 0.00 |
Data as of 06/09/2026, Common starting date is 12/11/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBDSF (Iberdrola S.A) |
-50.95%
Jun 2007 – Jun 2010 |
-40.63%
Jul 2007 – Jul 2012 |
-14.74%
May 2007 – May 2017 |
-7.96%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBDSF (Iberdrola S.A) |
35.19%
Feb 2023 – Feb 2026 |
23.17%
Jul 2012 – Jul 2017 |
19.41%
Feb 2016 – Feb 2026 |
12.73%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart