Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| COCSF (Coca-Cola FEMSA S.A.B. de C.V) | NA | 15.96% | 13.36% | 17.71% | 8.54% | NA | NA | … | … |
Data as of 12/05/2025, Common starting date is 08/14/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| COCSF (Coca-Cola FEMSA S.A.B. de C.V) | 08/14/2012 | 12/05/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.72 | 15.96 | 13.36 | 17.71 | 8.54 | NA | NA | … | … | 21.10 | -16.49 | 39.26 | 27.11 | 26.24 | -28.91 | 2.81 | 21.18 | 33.17 | -14.90 | -9.23 | -25.60 | 4.40 | 26.51 |
| Sharpe Ratio | NA | 0.21 | 0.14 | 0.03 | 0.02 | NA | NA | … | … | 0.33 | -0.27 | 0.63 | 0.35 | 0.02 | -0.68 | 0.11 | 0.49 | 0.93 | -0.52 | -0.63 | -0.81 | 0.16 | 3.78 |
| Standard Deviation(%) | NA | 62.67 | 72.34 | 616.51 | 436.25 | NA | NA | … | … | 61.14 | 73.94 | 57.49 | 74.65 | 1,372.11 | 42.49 | 12.58 | 40.56 | 35.03 | 28.94 | 14.82 | 31.72 | 27.36 | 23.23 |
| Draw Down(%) | NA | 24.53 | 33.93 | 99.99 | 99.99 | NA | NA | … | … | 24.53 | 30.61 | 29.93 | 33.93 | 99.99 | 42.47 | 10.82 | 25.16 | 11.11 | 26.62 | 22.33 | 27.11 | 24.81 | 6.31 |
| Yield(%) | 0.00 | 4.51 | 3.88 | 3.61 | 5.47 | 4.43 | 3.32 | … | … | 3.52 | 3.31 | 2.32 | 0.00 | 0.00 | 0.00 | 0.31 | 24.69 | 25.77 | 1.34 | 2.20 | 1.78 | 20.12 | 0.00 |
Data as of 12/05/2025, Common starting date is 08/14/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COCSF (Coca-Cola FEMSA S.A.B. de C.V) |
-18.41%
Jan 2014 – Jan 2017 |
-10.98%
Jun 2013 – Jun 2018 |
0.64%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COCSF (Coca-Cola FEMSA S.A.B. de C.V) |
32.52%
Jan 2021 – Jan 2024 |
21.84%
Apr 2020 – Apr 2025 |
9.27%
Aug 2015 – Aug 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart