Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VCO (Viña Concha y Toro S.A) | NA | 31.63% | 6.77% | 4.20% | 3.39% | 7.78% | 8.38% | … | … |
Data as of 07/12/2018, Common starting date is 10/17/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VCO (Viña Concha y Toro S.A) | 10/17/1994 | 07/12/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.17 | 31.63 | 6.77 | 4.20 | 3.39 | 7.78 | 8.38 | … | … | 15.01 | 11.26 | 10.65 | -17.41 | 3.09 | -1.01 | 4.99 | -20.21 | 17.31 | 39.73 | -26.70 | 44.77 | 2.26 | 3.87 | 73.22 | 27.00 | -4.46 | -6.37 | 4.31 | 49.26 | 4.45 | 9.35 | 33.73 | 11.85 | -13.40 |
| Sharpe Ratio | NA | 0.98 | 0.22 | 0.13 | 0.12 | NA | NA | … | … | 0.88 | 0.42 | 0.36 | -0.44 | 0.10 | -0.04 | 0.18 | -0.50 | 0.57 | 1.38 | -0.64 | 1.22 | -0.06 | 0.06 | 2.73 | 1.23 | -0.26 | -0.40 | 0.02 | 2.02 | 0.03 | 0.22 | 1.18 | 0.23 | -1.50 |
| Standard Deviation(%) | NA | 31.28 | 30.79 | 30.95 | 31.97 | NA | NA | … | … | 32.97 | 25.23 | 29.08 | 39.30 | 29.29 | 24.36 | 27.23 | 40.58 | 30.12 | 28.78 | 43.22 | 34.33 | 18.40 | 26.93 | 26.49 | 21.46 | 21.02 | 22.26 | 17.38 | 22.74 | 37.72 | 26.20 | 25.39 | 34.26 | 36.06 |
| Draw Down(%) | NA | 15.64 | 20.62 | 31.53 | 41.86 | NA | NA | … | … | 15.64 | 13.88 | 14.44 | 31.53 | 16.27 | 18.15 | 25.54 | 39.39 | 20.05 | 17.83 | 36.47 | 27.50 | 16.99 | 34.16 | 16.40 | 14.51 | 25.19 | 26.09 | 18.04 | 17.91 | 45.48 | 36.34 | 15.58 | 28.30 | 22.44 |
| Yield(%) | 0.00 | 2.28 | 2.13 | 2.04 | 2.23 | 1.75 | 2.47 | … | … | 1.44 | 2.19 | 2.92 | 2.01 | 1.80 | 1.69 | 2.80 | 1.96 | 2.15 | 2.34 | 1.91 | 1.12 | 1.34 | 1.52 | 2.11 | 2.05 | 1.56 | 1.57 | 1.57 | 2.21 | 2.02 | 2.13 | 2.50 | 2.64 | 0.31 |
Data as of 07/12/2018, Common starting date is 10/17/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VCO (Viña Concha y Toro S.A) |
-7.95%
Nov 2012 – Nov 2015 |
-8.03%
Nov 2010 – Nov 2015 |
-2.87%
Jun 2007 – Jun 2017 |
5.61%
May 2001 – May 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VCO (Viña Concha y Toro S.A) |
47.97%
Jul 2002 – Jul 2005 |
35.48%
Oct 2002 – Oct 2007 |
20.28%
Jul 1995 – Jul 2005 |
16.67%
May 1996 – May 2011 |
Annualized Rolling Returns Comparison Chart