Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ICAGY (International Consolidated Airlines Group S.A. ADR) | -2.74% | 20.51% | 40.34% | 14.78% | 2.10% | 6.08% | 1.71% | … | … |
Data as of 06/10/2026, Common starting date is 08/19/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ICAGY (International Consolidated Airlines Group S.A. ADR) | 08/19/1987 | 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 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.49 | 20.51 | 40.34 | 14.78 | 2.10 | 6.08 | 1.71 | … | … | -2.74 | 51.49 | 93.66 | 32.66 | -22.82 | -11.47 | -68.67 | 20.70 | -7.48 | 68.33 | -37.00 | 22.39 | 10.34 | 117.15 | 35.76 | -46.19 | 38.24 | 17.38 | -55.94 | -41.42 | 79.60 | 27.41 | 8.12 | 86.67 | -22.09 | -48.94 | -1.65 | -0.50 | -25.11 | -6.12 | 45.52 | 33.82 | -11.20 | 49.29 | 10.00 | 70.61 | -22.40 | 34.28 | 10.10 | -6.71 |
| Sharpe Ratio | NA | 0.67 | 1.17 | 0.32 | 0.00 | NA | NA | … | … | -0.04 | 1.34 | 3.00 | 0.86 | -0.46 | -0.22 | -0.54 | 0.52 | -0.33 | 2.63 | -0.66 | 0.71 | 0.30 | 3.51 | 1.02 | -0.91 | 0.87 | 0.28 | -0.69 | -1.12 | 2.67 | 1.01 | 0.19 | 1.79 | -0.42 | -0.80 | -0.14 | -0.11 | -0.76 | -0.40 | 2.08 | 1.50 | -0.62 | 2.05 | 0.21 | 1.88 | -0.92 | 1.10 | 0.19 | -0.30 |
| Standard Deviation(%) | NA | 37.36 | 34.89 | 41.30 | 55.96 | NA | NA | … | … | 44.50 | 36.45 | 30.05 | 34.15 | 52.70 | 51.80 | 127.30 | 36.85 | 27.22 | 25.90 | 56.17 | 31.59 | 34.85 | 33.39 | 35.48 | 50.61 | 43.65 | 61.61 | 82.01 | 39.97 | 28.73 | 24.94 | 36.98 | 47.95 | 55.64 | 64.85 | 41.70 | 35.37 | 37.37 | 24.68 | 19.98 | 19.84 | 22.97 | 22.90 | 35.54 | 35.32 | 30.36 | 25.84 | 27.71 | 72.76 |
| Draw Down(%) | NA | 25.39 | 37.07 | 63.65 | 85.77 | NA | NA | … | … | 25.39 | 37.07 | 13.11 | 24.79 | 56.75 | 45.04 | 85.77 | 38.59 | 23.19 | 12.80 | 49.60 | 17.34 | 31.81 | 12.57 | 27.56 | 56.72 | 32.13 | 39.53 | 73.45 | 46.93 | 9.87 | 17.13 | 41.29 | 39.34 | 60.27 | 68.96 | 39.16 | 41.89 | 52.14 | 24.80 | 10.06 | 9.40 | 23.73 | 15.97 | 31.56 | 18.31 | 32.91 | 16.13 | 19.93 | 40.40 |
| Yield(%) | 0.00 | 2.71 | 2.59 | 1.12 | 2.98 | 4.07 | 1.80 | … | … | 0.00 | 3.34 | 1.70 | 0.00 | 0.00 | 0.00 | 3.94 | 9.66 | 3.76 | 5.24 | 2.59 | 1.44 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.56 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 4.68 | 4.50 | 4.72 | 3.48 | 3.15 | 3.79 | 4.90 | 3.65 | 4.55 | 5.56 | 6.43 | 5.29 | 5.36 | 4.72 | 1.49 |
Data as of 06/10/2026, Common starting date is 08/19/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ICAGY (International Consolidated Airlines Group S.A. ADR) |
-40.45%
Oct 2017 – Oct 2020 |
-29.68%
Sep 1997 – Sep 2002 |
-10.79%
Feb 1999 – Feb 2009 |
-9.83%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ICAGY (International Consolidated Airlines Group S.A. ADR) |
72.08%
Sep 2022 – Sep 2025 |
38.77%
Sep 2002 – Sep 2007 |
20.20%
Jun 1988 – Jun 1998 |
12.44%
Feb 2003 – Feb 2018 |
Annualized Rolling Returns Comparison Chart