Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMZOF (Corporación Moctezuma S.A.B. de C.V) | NA | 754.44% | 522.29% | 427.76% | NA | NA | NA | … | … |
Data as of 02/02/2024, Common starting date is 12/03/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMZOF (Corporación Moctezuma S.A.B. de C.V) | 12/03/2014 | 02/02/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 754.44 | 522.29 | 427.76 | NA | NA | NA | … | … | 0.00 | 754.44 | 755.73 | 229.58 | 285.71 | 340.48 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Sharpe Ratio | NA | 4.94 | 3.56 | 2.73 | NA | NA | NA | … | … | 0.00 | 5.03 | 5.02 | 1.02 | 4.06 | 2.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Standard Deviation(%) | NA | 151.69 | 146.24 | 156.40 | NA | NA | NA | … | … | NA | 151.99 | 151.69 | 139.21 | 166.32 | 169.36 | NA | NA | NA | NA | NA |
| Draw Down(%) | NA | 0.15 | 0.15 | 18.43 | NA | NA | NA | … | … | 0.00 | 0.15 | 0.00 | 0.00 | 0.00 | 18.43 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 131.58 | 123.46 | 85.80 | 42.90 | 28.60 | 21.45 | … | … | 0.00 | 131.58 | 131.78 | 74.07 | 74.07 | 66.47 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 02/02/2024, Common starting date is 12/03/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMZOF (Corporación Moctezuma S.A.B. de C.V) |
-6.56%
Aug 2016 – Aug 2019 |
34.52%
Jan 2015 – Jan 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMZOF (Corporación Moctezuma S.A.B. de C.V) |
1,097.47%
Apr 2020 – Apr 2023 |
427.76%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart