Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SBS (Companhia de Saneamento Básico do Estado de São Paulo – SABESP) | 14.25% | 36.80% | 37.17% | 32.15% | 15.37% | 9.67% | 13.97% | … | … |
Data as of 06/09/2026, Common starting date is 05/10/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SBS (Companhia de Saneamento Básico do Estado de São Paulo – SABESP) | 05/10/2002 | 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 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.99 | 36.80 | 37.17 | 32.15 | 15.37 | 9.67 | 13.97 | … | … | 14.25 | 73.07 | -4.27 | 46.76 | 48.41 | -13.80 | -40.98 | 91.22 | -20.37 | 25.02 | 90.50 | -25.45 | -42.71 | -16.55 | 56.35 | 5.24 | 49.21 | 72.31 | -47.02 | 42.23 | 108.58 | 36.77 | 14.95 | 133.95 | -41.70 |
| Sharpe Ratio | NA | 0.13 | 0.27 | 0.26 | 0.18 | NA | NA | … | … | 0.09 | 2.25 | -0.27 | 1.28 | 0.99 | -0.33 | -0.54 | 2.09 | -0.56 | 0.67 | 2.05 | -0.52 | -1.03 | -0.46 | 1.98 | 0.16 | 1.50 | 1.49 | -0.62 | 0.92 | 2.67 | 0.94 | 0.31 | 2.76 | -0.84 |
| Standard Deviation(%) | NA | 228.96 | 134.18 | 107.48 | 83.74 | NA | NA | … | … | 349.54 | 31.38 | 29.20 | 34.02 | 47.49 | 41.28 | 76.64 | 42.85 | 39.19 | 36.68 | 44.05 | 48.92 | 41.52 | 35.71 | 28.74 | 32.11 | 32.84 | 48.44 | 77.33 | 42.74 | 39.57 | 36.75 | 45.05 | 48.34 | 68.96 |
| Draw Down(%) | NA | 81.28 | 81.28 | 81.28 | 81.28 | NA | NA | … | … | 81.28 | 13.39 | 23.79 | 18.44 | 30.35 | 30.24 | 61.91 | 20.97 | 50.11 | 22.05 | 25.00 | 45.58 | 46.63 | 47.22 | 17.53 | 25.99 | 17.60 | 27.07 | 69.51 | 23.24 | 28.80 | 22.32 | 39.82 | 31.74 | 59.38 |
| Yield(%) | 0.00 | 2.76 | 3.85 | 4.62 | 3.68 | 2.99 | 8.42 | … | … | 0.65 | 5.95 | 1.82 | 2.53 | 2.82 | 0.88 | 1.68 | 3.32 | 2.93 | 4.36 | 1.34 | 1.82 | 2.83 | 2.74 | 5.23 | 0.00 | 12.36 | 8.43 | 2.71 | 3.73 | 6.45 | 21.78 | 6.96 | 14.37 | 2.98 |
Data as of 06/09/2026, Common starting date is 05/10/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBS (Companhia de Saneamento Básico do Estado de São Paulo – SABESP) |
-32.37%
Sep 2012 – Sep 2015 |
-10.12%
Dec 2010 – Dec 2015 |
-2.49%
Jul 2012 – Jul 2022 |
3.82%
Apr 2008 – Apr 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBS (Companhia de Saneamento Básico do Estado de São Paulo – SABESP) |
89.59%
Oct 2004 – Oct 2007 |
69.77%
Sep 2002 – Sep 2007 |
42.31%
Feb 2003 – Feb 2013 |
24.74%
Feb 2003 – Feb 2018 |
Annualized Rolling Returns Comparison Chart