Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AMX (América Móvil, S.A.B. de C.V.) | 22.59% | 55.16% | 7.87% | 13.70% | 10.47% | 2.70% | 4.45% | … | … |
Data as of 06/04/2026, Common starting date is 02/12/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMX (América Móvil, S.A.B. de C.V.) | 02/12/2001 | 06/04/2026 |
| 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 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.74 | 55.16 | 7.87 | 13.70 | 10.47 | 2.70 | 4.45 | … | … | 22.59 | 48.59 | -20.44 | 4.23 | -10.27 | 48.69 | -6.71 | 14.99 | -15.24 | 39.14 | -8.36 | -34.20 | -3.62 | 2.64 | 3.62 | -20.29 | 23.26 | 55.69 | -48.97 | 40.55 | 55.51 | 68.52 | 92.36 | 91.42 | -25.84 | -15.73 |
| Sharpe Ratio | NA | 1.86 | 0.16 | 0.44 | 0.29 | NA | NA | … | … | 2.06 | 1.87 | -0.95 | 0.02 | -0.42 | 2.20 | -0.15 | 0.51 | -0.57 | 1.75 | -0.23 | -1.25 | -0.15 | 0.09 | 0.15 | -0.68 | 0.94 | 1.29 | -0.81 | 1.09 | 1.43 | 2.21 | 2.95 | 3.45 | -0.63 | -0.48 |
| Standard Deviation(%) | NA | 25.79 | 25.56 | 25.58 | 29.00 | NA | NA | … | … | 30.44 | 24.59 | 25.24 | 23.19 | 28.27 | 22.10 | 46.65 | 26.38 | 29.21 | 22.13 | 37.31 | 27.39 | 23.97 | 28.79 | 24.54 | 29.71 | 24.69 | 43.00 | 61.20 | 34.38 | 36.56 | 30.00 | 30.98 | 26.33 | 43.04 | 42.02 |
| Draw Down(%) | NA | 15.36 | 37.01 | 38.36 | 44.43 | NA | NA | … | … | 11.64 | 13.28 | 28.28 | 27.77 | 25.53 | 15.73 | 41.28 | 18.50 | 37.01 | 11.56 | 28.35 | 38.11 | 22.12 | 27.91 | 19.58 | 28.05 | 14.14 | 30.66 | 64.21 | 18.47 | 32.31 | 17.68 | 21.09 | 19.97 | 43.24 | 46.98 |
| Yield(%) | 0.00 | 3.32 | 2.32 | 3.43 | 3.55 | 1.73 | 2.61 | … | … | 0.00 | 3.87 | 2.69 | 2.54 | 3.47 | 2.69 | 2.17 | 2.49 | 1.82 | 2.55 | 2.18 | 3.10 | 1.61 | 1.45 | 1.31 | 0.98 | 1.06 | 3.83 | 0.85 | 4.83 | 0.68 | 0.65 | 0.66 | 0.72 | 0.46 | 0.29 |
Data as of 06/04/2026, Common starting date is 02/12/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMX (América Móvil, S.A.B. de C.V.) |
-17.43%
Nov 2013 – Nov 2016 |
-13.19%
Jul 2011 – Jul 2016 |
-6.44%
Oct 2010 – Oct 2020 |
-2.10%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMX (América Móvil, S.A.B. de C.V.) |
98.31%
Mar 2003 – Mar 2006 |
74.87%
Sep 2002 – Sep 2007 |
30.59%
Jul 2002 – Jul 2012 |
17.42%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart