Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ELPQF (El Puerto de Liverpool S.A.B. de C.V) | 0.00% | 8.51% | 2.49% | 9.36% | -6.77% | NA | NA | … | … |
Data as of 01/02/2026, Common starting date is 01/03/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ELPQF (El Puerto de Liverpool S.A.B. de C.V) | 01/03/2011 | 01/02/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.18 | 8.51 | 2.49 | 9.36 | -6.77 | NA | NA | … | … | 0.00 | 8.51 | -24.15 | 30.82 | 26.80 | 14.57 | -34.85 | -28.66 | -2.57 | 10.49 | -36.61 | 14.21 | -6.46 | 6.11 | 59.84 | -12.41 |
| Sharpe Ratio | NA | 0.37 | -0.03 | 0.25 | -0.22 | NA | NA | … | … | NA | 0.38 | -0.91 | 0.66 | 1.75 | 0.46 | -0.44 | -1.26 | -0.14 | 0.31 | -0.90 | 0.88 | -0.62 | 0.18 | 1.95 | -0.54 |
| Standard Deviation(%) | NA | 15.02 | 30.95 | 28.53 | 38.52 | NA | NA | … | … | 0.00 | 15.02 | 30.52 | 41.50 | 14.19 | 32.76 | 80.37 | 23.88 | 28.49 | 31.60 | 40.77 | 16.06 | 10.37 | 34.27 | 31.00 | 23.10 |
| Draw Down(%) | NA | 8.55 | 43.48 | 43.48 | 79.10 | NA | NA | … | … | 0.00 | 8.55 | 41.16 | 26.74 | 5.83 | 14.53 | 57.07 | 28.68 | 26.00 | 14.58 | 36.61 | 2.90 | 9.18 | 23.08 | 0.00 | 17.24 |
| Yield(%) | 1.17 | 3.19 | 2.69 | 2.64 | 0.43 | 0.58 | 0.44 | … | … | 0.00 | 3.19 | 2.53 | 1.75 | 1.15 | 0.22 | 0.07 | 0.03 | 0.06 | 0.07 | 0.02 | 0.50 | 0.00 | 0.89 | 0.00 | 0.00 |
Data as of 01/02/2026, Common starting date is 01/03/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ELPQF (El Puerto de Liverpool S.A.B. de C.V) |
-33.63%
Apr 2017 – Apr 2020 |
-26.83%
May 2015 – May 2020 |
-7.88%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ELPQF (El Puerto de Liverpool S.A.B. de C.V) |
41.53%
Jan 2021 – Jan 2024 |
17.73%
Jul 2020 – Jul 2025 |
-1.52%
Mar 2014 – Mar 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart