BVN vs. FDD
Compare and contrast key facts about Compañía de Minas Buenaventura S.A.A. (BVN) and First Trust STOXX European Select Dividend Index Fund (FDD).
FDD is a passively managed fund by First Trust that tracks the performance of the STOXX Europe Select Dividend 30. It was launched on Aug 27, 2007.
Performance
BVN vs. FDD - Performance Comparison
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BVN vs. FDD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BVN Compañía de Minas Buenaventura S.A.A. | 29.50% | 147.96% | -24.06% | 106.47% | 2.47% | -39.95% | -19.27% | -6.40% | 15.91% | 25.66% |
FDD First Trust STOXX European Select Dividend Index Fund | 2.13% | 62.50% | 0.28% | 14.16% | -16.14% | 16.03% | -3.80% | 23.79% | -8.98% | 19.07% |
Returns By Period
In the year-to-date period, BVN achieves a 29.50% return, which is significantly higher than FDD's 2.13% return. Over the past 10 years, BVN has outperformed FDD with an annualized return of 17.66%, while FDD has yielded a comparatively lower 9.42% annualized return.
BVN
- 1D
- 6.12%
- 1M
- -17.47%
- YTD
- 29.50%
- 6M
- 49.06%
- 1Y
- 136.67%
- 3Y*
- 66.13%
- 5Y*
- 29.90%
- 10Y*
- 17.66%
FDD
- 1D
- 3.55%
- 1M
- -4.63%
- YTD
- 2.13%
- 6M
- 11.69%
- 1Y
- 36.97%
- 3Y*
- 22.64%
- 5Y*
- 10.69%
- 10Y*
- 9.42%
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Return for Risk
BVN vs. FDD — Risk / Return Rank
BVN
FDD
BVN vs. FDD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Compañía de Minas Buenaventura S.A.A. (BVN) and First Trust STOXX European Select Dividend Index Fund (FDD). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| BVN | FDD | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.91 | 2.00 | +0.92 |
Sortino ratioReturn per unit of downside risk | 3.05 | 2.65 | +0.40 |
Omega ratioGain probability vs. loss probability | 1.42 | 1.40 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 4.53 | 3.15 | +1.38 |
Martin ratioReturn relative to average drawdown | 16.32 | 12.09 | +4.22 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BVN | FDD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.91 | 2.00 | +0.92 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | 0.59 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.38 | 0.47 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.17 | 0.08 | +0.09 |
Correlation
The correlation between BVN and FDD is 0.23, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
BVN vs. FDD - Dividend Comparison
BVN's dividend yield for the trailing twelve months is around 1.21%, less than FDD's 3.87% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BVN Compañía de Minas Buenaventura S.A.A. | 1.21% | 1.57% | 0.63% | 0.48% | 0.98% | 0.00% | 0.00% | 0.58% | 0.55% | 0.60% | 0.26% | 0.00% |
FDD First Trust STOXX European Select Dividend Index Fund | 3.87% | 3.99% | 7.65% | 6.85% | 6.07% | 3.44% | 4.01% | 4.69% | 5.05% | 2.78% | 4.88% | 4.35% |
Drawdowns
BVN vs. FDD - Drawdown Comparison
The maximum BVN drawdown since its inception was -93.68%, which is greater than FDD's maximum drawdown of -74.77%. Use the drawdown chart below to compare losses from any high point for BVN and FDD.
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Drawdown Indicators
| BVN | FDD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -93.68% | -74.77% | -18.91% |
Max Drawdown (1Y)Largest decline over 1 year | -30.64% | -11.44% | -19.20% |
Max Drawdown (5Y)Largest decline over 5 years | -56.92% | -35.11% | -21.81% |
Max Drawdown (10Y)Largest decline over 10 years | -70.15% | -41.43% | -28.72% |
Current DrawdownCurrent decline from peak | -27.95% | -5.69% | -22.26% |
Average DrawdownAverage peak-to-trough decline | -46.52% | -35.79% | -10.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.51% | 2.98% | +5.53% |
Volatility
BVN vs. FDD - Volatility Comparison
Compañía de Minas Buenaventura S.A.A. (BVN) has a higher volatility of 19.52% compared to First Trust STOXX European Select Dividend Index Fund (FDD) at 7.53%. This indicates that BVN's price experiences larger fluctuations and is considered to be riskier than FDD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BVN | FDD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 19.52% | 7.53% | +11.99% |
Volatility (6M)Calculated over the trailing 6-month period | 39.27% | 11.41% | +27.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 47.23% | 18.63% | +28.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 44.88% | 18.26% | +26.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 46.11% | 20.10% | +26.01% |