Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AVAL (Grupo Aval) | 36.96% | 99.04% | 40.47% | 11.57% | 5.36% | NA | NA | … | … |
Data as of 06/16/2026, Common starting date is 09/24/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AVAL (Grupo Aval) | 09/24/2014 | 06/16/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 7.47 | 99.04 | 40.47 | 11.57 | 5.36 | NA | NA | … | … | 36.96 | 107.99 | -9.55 | 3.30 | -26.25 | -22.36 | -16.11 | 54.93 | -27.51 | 12.33 | 28.53 | -31.51 | -22.77 |
| Sharpe Ratio | NA | 2.33 | 0.98 | 0.23 | 0.11 | NA | NA | … | … | 1.84 | 2.77 | -0.48 | -0.01 | -0.51 | -0.92 | -0.28 | 2.32 | -1.19 | 0.59 | 0.89 | -0.99 | -2.10 |
| Standard Deviation(%) | NA | 43.92 | 38.17 | 40.82 | 37.27 | NA | NA | … | … | 57.58 | 38.16 | 27.31 | 37.56 | 54.86 | 24.22 | 57.60 | 23.03 | 24.28 | 19.81 | 31.79 | 31.91 | 29.34 |
| Draw Down(%) | NA | 32.32 | 32.32 | 59.81 | 62.12 | NA | NA | … | … | 32.32 | 28.91 | 22.84 | 20.85 | 59.22 | 23.74 | 62.12 | 18.38 | 38.26 | 12.36 | 17.81 | 38.55 | 30.61 |
| Yield(%) | 0.00 | 5.06 | 6.91 | 8.37 | 5.47 | 2.62 | 1.96 | … | … | 1.66 | 6.18 | 6.87 | 7.05 | 34.72 | 4.27 | 3.67 | 5.93 | 3.97 | 4.95 | 6.39 | 6.89 | 1.33 |
Data as of 06/16/2026, Common starting date is 09/24/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVAL (Grupo Aval) |
-23.13%
Oct 2019 – Oct 2022 |
-14.91%
May 2018 – May 2023 |
-9.41%
Oct 2014 – Oct 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVAL (Grupo Aval) |
38.34%
May 2023 – May 2026 |
11.96%
Oct 2020 – Oct 2025 |
5.95%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart