Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SOSSF (Sonae SGPS S.A) | NA | -1.41% | -18.85% | -12.69% | NA | NA | NA | … | … |
Data as of 06/21/2021, Common starting date is 07/19/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SOSSF (Sonae SGPS S.A) | 07/19/2013 | 06/21/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -1.41 | -18.85 | -12.69 | NA | NA | NA | … | … | 0.00 | -30.42 | -23.20 | 0.00 | 45.56 | -34.78 | -5.48 | 0.00 | 54.50 |
| Sharpe Ratio | NA | -1.02 | -0.78 | -0.34 | NA | NA | NA | … | … | 0.00 | -0.88 | -0.93 | 0.00 | 1.58 | -0.48 | -0.98 | 0.00 | 2.50 |
| Standard Deviation(%) | NA | 1.42 | 25.27 | 39.96 | NA | NA | NA | … | … | NA | 34.81 | 26.39 | NA | 28.58 | 72.47 | 5.64 | NA | 64.68 |
| Draw Down(%) | NA | 1.41 | 46.56 | 49.28 | NA | NA | NA | … | … | 0.00 | 30.42 | 23.20 | 0.00 | 0.00 | 49.28 | 5.48 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/21/2021, Common starting date is 07/19/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOSSF (Sonae SGPS S.A) |
-21.73%
Nov 2013 – Nov 2016 |
-13.43%
Apr 2015 – Apr 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOSSF (Sonae SGPS S.A) |
23.23%
Jul 2016 – Jul 2019 |
6.75%
Aug 2013 – Aug 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart