Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AFYA (Afya Ltd) | -4.65% | -19.88% | 4.19% | -10.94% | NA | NA | NA | … | … |
Data as of 06/18/2026, Common starting date is 07/22/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AFYA (Afya Ltd) | 07/22/2019 | 06/18/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.43 | -19.88 | 4.19 | -10.94 | NA | NA | NA | … | … | -4.65 | -1.70 | -27.59 | 40.40 | -0.57 | -37.91 | -6.71 | 15.11 |
| Sharpe Ratio | NA | -0.73 | 0.04 | -0.31 | NA | NA | NA | … | … | -0.38 | -0.15 | -0.89 | 0.91 | -0.04 | -0.87 | -0.10 | 0.50 |
| Standard Deviation(%) | NA | 28.66 | 32.51 | 40.15 | NA | NA | NA | … | … | 32.25 | 29.68 | 35.05 | 40.88 | 52.27 | 43.49 | 67.44 | 71.90 |
| Draw Down(%) | NA | 28.86 | 40.41 | 67.60 | NA | NA | NA | … | … | 15.86 | 30.24 | 34.82 | 38.48 | 43.23 | 54.13 | 53.68 | 32.24 |
| Yield(%) | 0.00 | 3.58 | 2.25 | 0.67 | 0.38 | 0.25 | 0.19 | … | … | 4.40 | 1.48 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/18/2026, Common starting date is 07/22/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFYA (Afya Ltd) |
-21.33%
Feb 2020 – Feb 2023 |
-11.90%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFYA (Afya Ltd) |
22.06%
Jun 2022 – Jun 2025 |
-0.96%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart