Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AMOV (America Movil SAB de CV ADR Class A) | NA | 17.65% | 27.24% | 4.91% | 4.33% | 0.24% | 13.98% | … | … |
Data as of 03/15/2023, Common starting date is 02/07/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMOV (America Movil SAB de CV ADR Class A) | 02/07/2001 | 03/15/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.94 | 17.65 | 27.24 | 4.91 | 4.33 | 0.24 | 13.98 | … | … | 15.28 | -10.23 | 49.03 | -6.83 | 11.71 | -19.02 | 35.59 | -14.11 | -41.45 | -6.59 | -0.90 | 1.76 | -22.25 | 20.58 | 49.55 | -50.21 | 32.86 | 54.40 | 66.10 | 92.11 | 93.20 | -22.16 | -16.26 |
| Sharpe Ratio | NA | 0.42 | 0.52 | 0.10 | 0.10 | NA | NA | … | … | 4.26 | -0.38 | 1.73 | -0.13 | 0.20 | -0.31 | 0.86 | -0.36 | -1.47 | -0.21 | -0.03 | 0.05 | -0.55 | 0.68 | 1.02 | -0.69 | 0.84 | 1.35 | 1.05 | 0.72 | 1.23 | -0.39 | -0.25 |
| Standard Deviation(%) | NA | 30.08 | 36.30 | 35.31 | 33.46 | NA | NA | … | … | 23.12 | 30.78 | 28.36 | 52.19 | 50.70 | 65.04 | 40.72 | 39.73 | 28.23 | 31.98 | 30.40 | 37.08 | 40.58 | 30.09 | 48.71 | 73.95 | 35.80 | 37.92 | 60.81 | 127.09 | 74.99 | 59.25 | 81.26 |
| Draw Down(%) | NA | 25.54 | 25.54 | 45.20 | 54.40 | NA | NA | … | … | 9.23 | 25.54 | 18.62 | 41.82 | 34.12 | 51.89 | 19.64 | 33.59 | 44.93 | 23.75 | 27.36 | 20.26 | 30.14 | 15.31 | 32.72 | 64.18 | 20.40 | 32.53 | 28.00 | 39.26 | 25.15 | 44.20 | 49.18 |
| Yield(%) | 0.00 | 4.24 | 4.05 | 2.15 | 2.49 | 1.41 | 15.27 | … | … | 0.00 | 3.83 | 2.81 | 1.09 | 2.52 | 1.82 | 2.60 | 2.07 | 5.80 | 1.61 | 1.45 | 1.31 | 0.99 | 1.05 | 2.64 | 0.85 | 2.81 | 0.80 | 0.98 | 0.66 | 0.71 | 0.46 | 0.29 |
Data as of 03/15/2023, Common starting date is 02/07/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMOV (America Movil SAB de CV ADR Class A) |
-16.29%
Nov 2013 – Nov 2016 |
-12.42%
Jul 2011 – Jul 2016 |
-6.37%
Oct 2010 – Oct 2020 |
-1.82%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMOV (America Movil SAB de CV ADR Class A) |
99.72%
Mar 2003 – Mar 2006 |
75.16%
Sep 2002 – Sep 2007 |
30.36%
Jul 2002 – Jul 2012 |
17.65%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart