Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ASR (Grupo Aeroportuario del Sureste, S. A. B. de C. V.) | 30.36% | 9.04% | 24.39% | 31.22% | 10.96% | 16.46% | 15.78% | 17.71% |
Data as of 07/18/2025, AR inception is 09/28/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ASR (Grupo Aeroportuario del Sureste, S. A. B. de C. V.) | 09/28/2000 | 07/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.20 | 9.04 | 24.39 | 31.22 | 10.96 | 16.46 | 15.78 | 17.71 | 30.36 | -9.20 | 32.09 | 16.98 | 27.81 | -11.99 | 28.79 | -15.64 | 28.99 | 4.26 | 9.16 | 5.79 | 15.29 | 111.31 | 3.35 | 13.23 | 59.60 | -36.63 | 46.15 | 33.67 | 20.55 | 59.52 | 55.55 | -15.57 | -7.37 | 9.47 |
| Sharpe Ratio | NA | 0.19 | 0.60 | 0.84 | 0.27 | NA | NA | 0.46 | 1.79 | -0.43 | 0.68 | 0.51 | 0.90 | -0.22 | 1.08 | -0.50 | 1.03 | 0.13 | 0.34 | 0.25 | 0.52 | 4.47 | 0.10 | 0.38 | 1.18 | -0.80 | 1.54 | 1.13 | 0.59 | 2.00 | 1.90 | -0.41 | -0.19 | 1.04 |
| Standard Deviation(%) | NA | 30.75 | 34.80 | 34.63 | 34.68 | NA | NA | 34.92 | 33.69 | 30.00 | 42.08 | 30.66 | 30.78 | 55.88 | 25.20 | 33.90 | 27.64 | 30.15 | 26.89 | 22.64 | 29.14 | 25.19 | 31.71 | 34.33 | 50.47 | 46.92 | 28.08 | 26.80 | 31.25 | 29.28 | 28.82 | 40.59 | 52.19 | 36.98 |
| Draw Down(%) | NA | 20.23 | 35.28 | 35.28 | 61.33 | NA | NA | 61.33 | 13.94 | 25.75 | 35.28 | 17.60 | 13.91 | 60.09 | 21.07 | 37.35 | 26.25 | 17.52 | 16.09 | 14.15 | 27.42 | 13.83 | 19.96 | 25.67 | 36.86 | 58.04 | 19.85 | 19.46 | 27.05 | 18.53 | 19.84 | 37.50 | 57.82 | 15.64 |
| Yield(%) | 0.00 | 7.98 | 8.46 | 12.02 | 4.99 | 11.93 | 14.79 | 28.24 | 9.47 | 4.22 | 4.66 | 3.60 | 2.50 | 0.00 | 3.36 | 1.81 | 2.37 | 2.19 | 2.56 | 0.00 | 5.65 | 4.83 | 4.46 | 3.66 | 11.99 | 3.15 | 1.61 | 1.89 | 2.14 | 2.81 | 4.11 | 10.11 | 0.00 | 0.00 |
Data as of 07/18/2025, AR inception is 09/28/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASR (Grupo Aeroportuario del Sureste, S. A. B. de C. V.) |
-20.79%
Jul 2017 - Jul 2020 |
-6.05%
Jul 2015 - Jul 2020 |
8.36%
Nov 2013 - Nov 2023 |
10.97%
Jul 2005 - Jul 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASR (Grupo Aeroportuario del Sureste, S. A. B. de C. V.) |
57.97%
Sep 2002 - Sep 2005 |
45.11%
Nov 2008 - Nov 2013 |
34.64%
Feb 2003 - Feb 2013 |
25.67%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart