Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ALSSF (Alsea S.A.B. de C.V) | 3.57% | 6.49% | 3.23% | 12.86% | -2.26% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 07/03/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALSSF (Alsea S.A.B. de C.V) | 07/03/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.49 | 3.23 | 12.86 | -2.26 | NA | NA | … | … | 3.57 | 39.58 | -43.14 | 95.79 | 0.00 | 46.15 | -52.52 | 1.50 | -16.79 | 16.49 | -16.83 | 21.44 | -24.10 |
| Sharpe Ratio | NA | 0.45 | 0.00 | 0.22 | -0.07 | NA | NA | … | … | 0.22 | 0.71 | -0.85 | 2.28 | -0.03 | 0.99 | -0.54 | 0.00 | -0.40 | 0.32 | -0.28 | 1.20 | -1.30 |
| Standard Deviation(%) | NA | 43.26 | 47.98 | 47.41 | 55.77 | NA | NA | … | … | 30.02 | 52.28 | 55.12 | 40.86 | 46.14 | 46.79 | 97.90 | 35.26 | 45.17 | 49.12 | 61.96 | 17.80 | 32.84 |
| Draw Down(%) | NA | 22.39 | 61.17 | 61.17 | 86.48 | NA | NA | … | … | 21.41 | 25.88 | 57.27 | 14.88 | 31.20 | 26.18 | 79.52 | 40.33 | 42.12 | 30.92 | 38.82 | 7.19 | 31.44 |
| Yield(%) | 0.00 | 0.99 | 1.93 | 1.92 | 0.44 | 0.38 | 0.28 | … | … | 0.00 | 4.03 | 1.94 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.12 | 0.14 | 0.12 | 1.18 | 0.00 |
Data as of 06/03/2026, Common starting date is 07/03/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALSSF (Alsea S.A.B. de C.V) |
-39.60%
Mar 2017 – Mar 2020 |
-24.90%
Mar 2015 – Mar 2020 |
-3.97%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALSSF (Alsea S.A.B. de C.V) |
55.97%
Sep 2020 – Sep 2023 |
29.61%
Sep 2020 – Sep 2025 |
1.60%
Sep 2015 – Sep 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart