Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BWMX (Betterware de México, S.A.P.I. de C.V.) | 32.38% | 155.84% | 22.68% | -8.78% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/04/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BWMX (Betterware de México, S.A.P.I. de C.V.) | 01/04/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.04 | 155.84 | 22.68 | -8.78 | NA | NA | NA | … | … | 32.38 | 39.83 | -12.00 | 133.62 | -66.10 | -35.57 | 254.10 | 4.29 |
| Sharpe Ratio | NA | 2.79 | 0.36 | -0.20 | NA | NA | NA | … | … | 1.78 | 0.85 | -0.34 | 1.88 | -0.88 | -0.70 | 2.46 | 0.63 |
| Standard Deviation(%) | NA | 43.63 | 52.02 | 59.08 | NA | NA | NA | … | … | 41.82 | 43.66 | 45.29 | 70.03 | 77.01 | 51.08 | 102.33 | 4.55 |
| Draw Down(%) | NA | 14.76 | 57.50 | 85.65 | NA | NA | NA | … | … | 14.76 | 35.29 | 46.67 | 40.73 | 71.30 | 60.83 | 40.56 | 1.80 |
| Yield(%) | 0.00 | 15.18 | 9.94 | 2.87 | 8.34 | 5.56 | 4.17 | … | … | 3.89 | 10.32 | 10.77 | 15.52 | 5.93 | 5.30 | 9.26 | 0.00 |
Data as of 06/04/2026, Common starting date is 01/04/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BWMX (Betterware de México, S.A.P.I. de C.V.) |
-27.99%
Jun 2021 – Jun 2024 |
-11.34%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BWMX (Betterware de México, S.A.P.I. de C.V.) |
42.19%
Dec 2022 – Dec 2025 |
22.42%
Mar 2019 – Mar 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart