Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
ITCLY (Banco Itaú Chile) NA -7.65% -15.28% -21.14% NA NA NA
Data as of 04/02/2024, Common starting date is 12/30/2015
More Performance Analytics Comparison
Name Start Date End Date
ITCLY (Banco Itaú Chile) 12/30/2015 04/02/2024
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) -7.65 -15.28 -21.14 NA NA NA
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 6.83 2.37 1.31 1.53 1.02 0.76
Data as of 04/02/2024, Common starting date is 12/30/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ITCLY (Banco Itaú Chile) -37.80%
Feb 2019 – Feb 2022
-23.97%
Sep 2017 – Sep 2022
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ITCLY (Banco Itaú Chile) 10.85%
Jan 2016 – Jan 2019
-11.71%
Jan 2016 – Jan 2021
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return