Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TEFOF (Telefónica S.A) | 2.33% | -9.65% | 7.24% | 4.15% | -2.20% | -5.67% | NA | … | … |
Data as of 06/05/2026, Common starting date is 02/17/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TEFOF (Telefónica S.A) | 02/17/2009 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -11.82 | -9.65 | 7.24 | 4.15 | -2.20 | -5.67 | NA | … | … | 2.33 | 9.22 | 6.72 | 8.72 | -3.84 | 16.70 | -37.65 | -10.58 | -9.94 | 5.91 | -7.89 | -26.45 | 10.10 | 14.01 | -19.37 | -24.94 | -19.14 | 56.67 |
| Sharpe Ratio | NA | -0.19 | 0.07 | 0.08 | -0.08 | NA | NA | … | … | 0.04 | 0.10 | 0.05 | 0.10 | -0.09 | 0.32 | -0.59 | -0.49 | -0.43 | 0.22 | -0.18 | -0.74 | 0.38 | 0.64 | -0.55 | -0.67 | -0.52 | 2.36 |
| Standard Deviation(%) | NA | 64.07 | 60.51 | 57.57 | 50.25 | NA | NA | … | … | 67.42 | 62.48 | 58.31 | 52.10 | 57.76 | 51.84 | 63.51 | 24.60 | 26.67 | 24.11 | 45.27 | 35.85 | 26.60 | 21.96 | 35.26 | 37.32 | 36.67 | 28.34 |
| Draw Down(%) | NA | 31.13 | 31.13 | 42.88 | 66.65 | NA | NA | … | … | 14.91 | 31.13 | 25.93 | 22.10 | 42.88 | 18.90 | 53.36 | 24.62 | 25.83 | 15.94 | 27.60 | 30.79 | 19.38 | 14.63 | 42.25 | 38.02 | 36.17 | 8.75 |
| Yield(%) | 0.00 | 6.18 | 6.25 | 5.69 | 3.34 | 1.57 | 1.68 | … | … | 0.00 | 7.92 | 3.93 | 8.80 | 10.80 | 9.09 | 6.36 | 5.31 | 4.75 | 4.72 | 4.16 | 3.01 | 6.38 | 0.38 | 0.59 | 0.91 | 0.61 | 0.79 |
Data as of 06/05/2026, Common starting date is 02/17/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TEFOF (Telefónica S.A) |
-28.93%
Sep 2017 – Sep 2020 |
-20.38%
Oct 2015 – Oct 2020 |
-15.58%
Oct 2010 – Oct 2020 |
-7.96%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TEFOF (Telefónica S.A) |
28.31%
Sep 2022 – Sep 2025 |
19.54%
Sep 2020 – Sep 2025 |
-0.96%
May 2016 – May 2026 |
-3.11%
May 2010 – May 2025 |
Annualized Rolling Returns Comparison Chart