Patria Latin American Opportunity (PLAO)

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Patria Latin American Opportunity (PLAO) returned 1.80% year-to-date (YTD) and 4.04% over the past 12 months.

The table below presents the monthly returns of PLAO, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.

With an overall rank of 89, PLAO is among the top 11% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.

The charts below present risk-adjusted performance metrics for Patria Latin American Opportunity (PLAO) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.

The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Patria Latin American Opportunity Sharpe ratios as of May 30, 2025 (values are recalculated daily):

• 1-Year: 1.10
• All Time: 0.87

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Patria Latin American Opportunity compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Patria Latin American Opportunity. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Patria Latin American Opportunity was 4.79%, occurring on Dec 21, 2022. Recovery took 143 trading sessions.

The current Patria Latin American Opportunity drawdown is 0.34%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Patria Latin American Opportunity over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The chart presents the Earnings Per Share (EPS) performance of Patria Latin American Opportunity, comparing actual results with analytics estimates.

The Valuation section provides an overview of how Patria Latin American Opportunity is priced in the market compared to other companies in the Shell Companies industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.