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BYDDF vs. ILF
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BYDDF vs. ILF - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BYD Company Limited (BYDDF) and iShares Latin American 40 ETF (ILF). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, BYDDF achieves a -4.06% return, which is significantly lower than ILF's 11.79% return. Over the past 10 years, BYDDF has outperformed ILF with an annualized return of 20.28%, while ILF has yielded a comparatively lower 8.29% annualized return.


BYDDF

1D
-1.13%
1M
-10.00%
YTD
-4.06%
6M
-6.77%
1Y
-30.80%
3Y*
5.24%
5Y*
8.14%
10Y*
20.28%

ILF

1D
0.12%
1M
-6.33%
YTD
11.79%
6M
8.98%
1Y
40.71%
3Y*
15.36%
5Y*
8.55%
10Y*
8.29%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BYDDF vs. ILF - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
BYDDF
BYD Company Limited
-4.06%11.38%24.71%13.22%-27.71%28.77%432.27%-21.10%-27.99%72.50%
ILF
iShares Latin American 40 ETF
11.79%52.65%-23.11%33.14%9.81%-13.59%-11.71%13.77%-6.85%26.33%

Correlation

The correlation between BYDDF and ILF is 0.28, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.28

Correlation (3Y)
Calculated over the trailing 3-year period

0.30

Correlation (5Y)
Calculated over the trailing 5-year period

0.30

Correlation (10Y)
Calculated over the trailing 10-year period

0.30

Correlation (All Time)
Calculated using the full available price history since Aug 22, 2007

0.28

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Return for Risk

BYDDF vs. ILF — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BYDDF
BYDDF Risk / Return Rank: 1010
Overall Rank
BYDDF Sharpe Ratio Rank: 88
Sharpe Ratio Rank
BYDDF Sortino Ratio Rank: 99
Sortino Ratio Rank
BYDDF Omega Ratio Rank: 1212
Omega Ratio Rank
BYDDF Calmar Ratio Rank: 99
Calmar Ratio Rank
BYDDF Martin Ratio Rank: 1313
Martin Ratio Rank

ILF
ILF Risk / Return Rank: 5757
Overall Rank
ILF Sharpe Ratio Rank: 5656
Sharpe Ratio Rank
ILF Sortino Ratio Rank: 5252
Sortino Ratio Rank
ILF Omega Ratio Rank: 5353
Omega Ratio Rank
ILF Calmar Ratio Rank: 6666
Calmar Ratio Rank
ILF Martin Ratio Rank: 5757
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BYDDF vs. ILF - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BYD Company Limited (BYDDF) and iShares Latin American 40 ETF (ILF). 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.


BYDDFILFDifference
Sharpe ratioReturn per unit of total volatility

-2.73

Sortino ratioReturn per unit of downside risk

-3.68

Omega ratioGain probability vs. loss probability

0.87

1.32

-0.45

Calmar ratioReturn relative to maximum drawdown

-0.86

3.23

-4.08

Martin ratioReturn relative to average drawdown

-1.26

9.79

-11.05

BYDDF vs. ILF - Sharpe Ratio Comparison

The current BYDDF Sharpe Ratio is -0.85, which is lower than the ILF Sharpe Ratio of 1.88. The chart below compares the historical Sharpe Ratios of BYDDF and ILF, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


BYDDFILFDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.85

1.88

-2.73

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.18

0.37

-0.19

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.43

0.29

+0.14

Sharpe Ratio (All Time)

Calculated using the full available price history

0.18

0.30

-0.12

Drawdowns

BYDDF vs. ILF - Drawdown Comparison

The maximum BYDDF drawdown since its inception was -86.78%, which is greater than ILF's maximum drawdown of -67.48%. Use the drawdown chart below to compare losses from any high point for BYDDF and ILF.


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Drawdown Indicators


BYDDFILFDifference

Max Drawdown

Largest peak-to-trough decline

-86.78%

-67.48%

-19.30%

Max Drawdown (1Y)

Largest decline over 1 year

-36.12%

-12.67%

-23.45%

Max Drawdown (3Y)

Largest decline over 3 years

-41.23%

-23.97%

-17.26%

Max Drawdown (5Y)

Largest decline over 5 years

-48.35%

-29.71%

-18.64%

Max Drawdown (10Y)

Largest decline over 10 years

-58.45%

-57.79%

-0.66%

Current Drawdown

Current decline from peak

-38.94%

-10.66%

-28.28%

Average Drawdown

Average peak-to-trough decline

-40.97%

-23.94%

-17.03%

Ulcer Index

Depth and duration of drawdowns from previous peaks

24.47%

4.17%

+20.30%

Volatility

BYDDF vs. ILF - Volatility Comparison

BYD Company Limited (BYDDF) has a higher volatility of 8.94% compared to iShares Latin American 40 ETF (ILF) at 6.21%. This indicates that BYDDF's price experiences larger fluctuations and is considered to be riskier than ILF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BYDDFILFDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.94%

6.21%

+2.73%

Volatility (6M)

Calculated over the trailing 6-month period

26.63%

18.46%

+8.17%

Volatility (1Y)

Calculated over the trailing 1-year period

36.37%

21.75%

+14.62%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

45.70%

23.17%

+22.53%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

47.11%

28.43%

+18.68%

Dividends

BYDDF vs. ILF - Dividend Comparison

BYDDF's dividend yield for the trailing twelve months is around 6.29%, more than ILF's 3.93% yield.


PositionTTM20252024202320222021202020192018201720162015
BYDDF
BYD Company Limited
6.29%6.04%1.28%0.58%0.07%0.07%0.03%0.58%0.00%2.03%0.00%0.00%
ILF
iShares Latin American 40 ETF
3.93%4.39%7.44%4.61%12.72%8.47%1.88%3.09%3.12%1.80%1.59%3.25%

Frequently Asked Questions


BYDDF and ILF have a correlation of 0.28, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

BYDDF has higher volatility (8.94%) compared to ILF (6.21%). In terms of maximum drawdown, BYDDF dropped -86.78% vs ILF's -67.48%.

ILF currently has the higher Sharpe Ratio (1.88 vs -0.85), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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