Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ITU (Itau Unibanco Banco Multiplo ADR Each Representing One Pref) | NA | 26.65% | 20.37% | 14.26% | 26.75% | NA | NA | … | … |
Data as of 03/30/2015, Common starting date is 02/26/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ITU (Itau Unibanco Banco Multiplo ADR Each Representing One Pref) | 02/26/2002 | 03/30/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.55 | 26.65 | 20.37 | 14.26 | 26.75 | NA | NA | … | … | 4.25 | 22.00 | 12.62 | 27.49 | -8.10 | 169.05 | 24.68 | -43.72 | 45.78 | 53.17 | 63.26 | 55.93 | 111.87 | -41.30 |
| Sharpe Ratio | NA | 1.26 | 1.03 | 1.10 | 0.55 | NA | NA | … | … | 0.95 | 1.08 | 0.58 | 1.62 | -0.26 | 0.77 | 1.01 | -0.49 | 0.95 | 1.21 | 1.69 | 1.53 | 3.08 | -0.73 |
| Standard Deviation(%) | NA | 20.77 | 19.83 | 31.82 | 47.12 | NA | NA | … | … | 20.03 | 20.27 | 21.56 | 17.09 | 30.92 | 109.16 | 78.55 | 91.69 | 45.01 | 41.39 | 36.13 | 35.88 | 36.09 | 65.52 |
| Draw Down(%) | NA | 13.39 | 13.61 | 19.71 | 69.50 | NA | NA | … | … | 7.46 | 13.39 | 13.61 | 6.40 | 19.71 | 10.86 | 38.19 | 69.50 | 28.94 | 37.05 | 14.74 | 34.63 | 21.68 | 65.00 |
| Yield(%) | 0.00 | 0.00 | 0.55 | 0.70 | 0.24 | 0.35 | 0.26 | … | … | 0.00 | 0.00 | 0.34 | 1.71 | 0.78 | 0.33 | 0.45 | 0.30 | 0.83 | 0.97 | 0.19 | 0.19 | 0.60 | 0.16 |
Data as of 03/30/2015, Common starting date is 02/26/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ITU (Itau Unibanco Banco Multiplo ADR Each Representing One Pref) |
-9.81%
Feb 2006 – Feb 2009 |
17.91%
Oct 2008 – Oct 2013 |
32.00%
Mar 2003 – Mar 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ITU (Itau Unibanco Banco Multiplo ADR Each Representing One Pref) |
102.80%
Sep 2002 – Sep 2005 |
79.14%
Sep 2002 – Sep 2007 |
46.34%
Sep 2003 – Sep 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart