Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ALFFF (Alfa S.A.B. de C.V) | 18.94% | 37.01% | 25.62% | 14.65% | -1.78% | -13.53% | NA | … | … |
Data as of 06/03/2026, Common starting date is 04/06/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALFFF (Alfa S.A.B. de C.V) | 04/06/2010 | 06/03/2026 |
| 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 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 37.01 | 25.62 | 14.65 | -1.78 | -13.53 | NA | … | … | 18.94 | 15.00 | -1.01 | 35.00 | -14.35 | 9.24 | -13.48 | -25.24 | 13.25 | -10.70 | -34.73 | -11.32 | -23.89 | 35.80 | -81.20 | 20.62 | 23.25 |
| Sharpe Ratio | NA | 0.86 | 0.35 | 0.20 | -0.06 | NA | NA | … | … | 0.73 | 0.15 | -0.16 | 0.69 | -0.24 | 0.16 | -0.12 | -0.63 | 0.33 | -0.33 | -0.93 | -0.40 | -0.69 | 0.90 | -0.35 | 0.62 | 0.95 |
| Standard Deviation(%) | NA | 46.63 | 63.70 | 60.06 | 62.26 | NA | NA | … | … | 68.71 | 84.16 | 48.38 | 44.75 | 64.52 | 56.66 | 113.70 | 42.15 | 36.19 | 33.97 | 37.60 | 28.41 | 34.46 | 39.60 | 229.81 | 33.10 | 34.02 |
| Draw Down(%) | NA | 21.10 | 50.25 | 50.25 | 83.86 | NA | NA | … | … | 21.10 | 50.25 | 35.00 | 25.68 | 40.00 | 33.87 | 70.04 | 40.34 | 28.15 | 35.06 | 46.04 | 16.14 | 43.38 | 20.54 | 90.12 | 24.03 | 18.90 |
| Yield(%) | 0.00 | 16.18 | 9.07 | 6.99 | 2.29 | 2.64 | 3.48 | … | … | 13.44 | 2.73 | 1.25 | 3.33 | 5.41 | 2.86 | 2.98 | 3.42 | 5.88 | 2.66 | 1.70 | 1.35 | 0.00 | 2.41 | 1.71 | 1.86 | 0.00 |
Data as of 06/03/2026, Common starting date is 04/06/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALFFF (Alfa S.A.B. de C.V) |
-50.59%
Aug 2012 – Aug 2015 |
-37.23%
Aug 2012 – Aug 2017 |
-25.79%
Aug 2012 – Aug 2022 |
-13.88%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALFFF (Alfa S.A.B. de C.V) |
43.44%
Mar 2020 – Mar 2023 |
29.46%
Mar 2020 – Mar 2025 |
-0.84%
Apr 2016 – Apr 2026 |
-11.51%
May 2010 – May 2025 |
Annualized Rolling Returns Comparison Chart