Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BOMXF (Bolsa Mexicana de Valores S.A.B. de C.V) | 11.82% | 10.77% | 6.77% | 2.80% | 4.97% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/08/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BOMXF (Bolsa Mexicana de Valores S.A.B. de C.V) | 02/08/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.66 | 10.77 | 6.77 | 2.80 | 4.97 | NA | NA | … | … | 11.82 | 37.37 | -16.13 | 5.13 | 1.04 | -15.71 | 27.57 | -4.34 | 20.00 | 21.91 | -18.46 | 3.20 | -25.11 | 88.80 | 13.64 |
| Sharpe Ratio | NA | -0.03 | 0.08 | -0.01 | 0.07 | NA | NA | … | … | 0.30 | 0.89 | -0.54 | 0.04 | -0.01 | -0.44 | 0.46 | -0.36 | 0.45 | 0.97 | -0.36 | 0.18 | -0.82 | 1.42 | 1.45 |
| Standard Deviation(%) | NA | 34.33 | 37.80 | 37.24 | 37.70 | NA | NA | … | … | 41.10 | 38.84 | 36.47 | 33.18 | 37.83 | 35.99 | 59.65 | 16.13 | 41.80 | 22.10 | 51.90 | 17.45 | 30.61 | 62.47 | 10.63 |
| Draw Down(%) | NA | 22.22 | 31.48 | 34.47 | 39.58 | NA | NA | … | … | 10.62 | 22.22 | 31.48 | 34.47 | 21.90 | 35.13 | 39.58 | 16.20 | 19.77 | 9.14 | 26.35 | 11.83 | 25.11 | 24.14 | 3.38 |
| Yield(%) | 0.00 | 4.98 | 5.17 | 3.02 | 2.34 | 6.39 | 4.79 | … | … | 5.03 | 6.52 | 6.15 | 0.00 | 0.57 | 0.43 | 0.39 | 0.47 | 0.44 | 0.53 | 3.77 | 4.20 | 3.56 | 54.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 02/08/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BOMXF (Bolsa Mexicana de Valores S.A.B. de C.V) |
-14.27%
Dec 2013 – Dec 2016 |
-9.23%
May 2013 – May 2018 |
-1.81%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BOMXF (Bolsa Mexicana de Valores S.A.B. de C.V) |
22.88%
Feb 2017 – Feb 2020 |
13.58%
Feb 2016 – Feb 2021 |
7.93%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart