Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| INTR (Inter & Co. Inc. Class A Common Shares) | -33.60% | -24.63% | 19.83% | NA | NA | NA | NA | … | … |
Data as of 06/17/2026, Common starting date is 06/23/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| INTR (Inter & Co. Inc. Class A Common Shares) | 06/23/2022 | 06/17/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -24.63 | 19.83 | NA | NA | NA | NA | … | … | -33.60 | 103.99 | -23.68 | 134.60 | -31.90 |
| Sharpe Ratio | NA | -0.41 | 0.38 | NA | NA | NA | NA | … | … | -1.05 | 2.26 | -0.58 | 1.84 | -0.54 |
| Standard Deviation(%) | NA | 49.99 | 50.13 | NA | NA | NA | NA | … | … | 55.87 | 45.09 | 47.08 | 72.04 | 100.55 |
| Draw Down(%) | NA | 44.85 | 49.36 | NA | NA | NA | NA | … | … | 44.85 | 20.76 | 49.36 | 48.91 | 59.14 |
| Yield(%) | 0.00 | 1.51 | 2.23 | 1.28 | 0.64 | 0.43 | 0.32 | … | … | 1.34 | 1.95 | 0.56 | 0.00 | 0.00 |
Data as of 06/17/2026, Common starting date is 06/23/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INTR (Inter & Co. Inc. Class A Common Shares) |
27.01%
Aug 2022 – Aug 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INTR (Inter & Co. Inc. Class A Common Shares) |
69.16%
Mar 2023 – Mar 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart