Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CX (CEMEX, S.A.B. de C.V.) | 8.76% | 84.89% | 25.88% | 8.65% | 8.39% | 4.80% | -2.52% | … | … |
Data as of 06/05/2026, Common starting date is 09/15/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CX (CEMEX, S.A.B. de C.V.) | 09/15/1999 | 06/05/2026 |
| 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.74 | 84.89 | 25.88 | 8.65 | 8.39 | 4.80 | -2.52 | … | … | 8.76 | 105.97 | -26.47 | 91.36 | -40.27 | 31.14 | 36.77 | -19.54 | -35.73 | 1.02 | 44.17 | -40.88 | -6.83 | 19.86 | 83.12 | -49.67 | -9.39 | 29.32 | -63.63 | -22.03 | 16.38 | 68.02 | 44.34 | 27.84 | -9.87 | 42.35 | -32.70 | 22.19 |
| Sharpe Ratio | NA | 2.34 | 0.62 | 0.17 | 0.15 | NA | NA | … | … | 0.45 | 2.99 | -0.82 | 2.43 | -0.87 | 0.69 | 0.50 | -0.59 | -1.03 | 0.01 | 0.83 | -0.94 | -0.28 | 0.65 | 1.92 | -0.71 | -0.22 | 0.38 | -0.74 | -0.73 | 0.39 | 2.44 | 1.77 | 1.11 | -0.35 | 1.47 | -0.95 | 2.52 |
| Standard Deviation(%) | NA | 35.13 | 36.78 | 39.69 | 43.54 | NA | NA | … | … | 43.00 | 34.67 | 36.67 | 36.52 | 47.98 | 45.20 | 72.07 | 35.53 | 36.31 | 28.23 | 52.77 | 43.30 | 24.53 | 30.55 | 43.80 | 69.93 | 42.20 | 76.86 | 87.15 | 34.39 | 33.76 | 26.99 | 24.46 | 24.54 | 31.85 | 27.72 | 39.06 | 36.74 |
| Draw Down(%) | NA | 23.98 | 44.38 | 63.05 | 83.70 | NA | NA | … | … | 23.98 | 25.71 | 43.11 | 30.59 | 53.08 | 34.20 | 62.53 | 47.49 | 46.04 | 29.92 | 28.73 | 52.19 | 26.71 | 23.73 | 41.26 | 76.30 | 38.60 | 61.90 | 87.15 | 37.90 | 33.50 | 18.76 | 12.29 | 28.35 | 39.46 | 28.80 | 34.09 | 18.86 |
| Yield(%) | 0.00 | 1.32 | 0.91 | 0.41 | 0.45 | 0.28 | 0.33 | … | … | 0.20 | 1.54 | 0.83 | 0.00 | 0.00 | 0.00 | 0.00 | 2.01 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 3.23 | 2.19 | 2.15 | 3.25 | 3.89 | 4.81 | 4.25 | 5.36 | 2.92 | 0.00 |
Data as of 06/05/2026, Common starting date is 09/15/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CX (CEMEX, S.A.B. de C.V.) |
-43.17%
Sep 2008 – Sep 2011 |
-35.64%
Sep 2006 – Sep 2011 |
-16.14%
Jan 2006 – Jan 2016 |
-12.21%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CX (CEMEX, S.A.B. de C.V.) |
64.65%
Sep 2011 – Sep 2014 |
31.80%
Dec 2000 – Dec 2005 |
12.06%
Jan 2016 – Jan 2026 |
4.80%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart