Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FMX (Fomento Económico Mexicano, S.A.B. de C.V.) | 26.01% | 26.12% | 10.92% | 11.28% | 5.55% | 7.09% | 9.84% | … | … |
Data as of 06/05/2026, Common starting date is 05/11/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FMX (Fomento Económico Mexicano, S.A.B. de C.V.) | 05/11/1998 | 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 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.23 | 26.12 | 10.92 | 11.28 | 5.55 | 7.09 | 9.84 | … | … | 26.01 | 26.79 | -32.60 | 70.14 | 2.90 | 4.05 | -17.78 | 11.65 | -6.85 | 25.13 | -16.23 | 6.48 | -10.05 | 0.37 | 46.82 | 26.84 | 18.26 | 60.54 | -20.23 | 0.00 | 61.30 | 39.42 | 44.23 | 2.24 | 7.11 | 17.06 | -31.79 | 67.14 | -25.52 |
| Sharpe Ratio | NA | 0.96 | 0.30 | 0.37 | 0.15 | NA | NA | … | … | 3.06 | 0.90 | -1.33 | 2.85 | 0.06 | 0.18 | -0.41 | 0.57 | -0.31 | 1.25 | -0.61 | 0.27 | -0.47 | 0.01 | 2.24 | 0.83 | 0.66 | 1.40 | -0.36 | -0.09 | 2.06 | 1.96 | 1.77 | 0.07 | 0.18 | 0.40 | -0.73 | 1.40 | -0.51 |
| Standard Deviation(%) | NA | 24.57 | 25.74 | 25.22 | 26.89 | NA | NA | … | … | 22.57 | 26.70 | 27.26 | 23.57 | 26.41 | 22.21 | 43.92 | 17.97 | 26.85 | 19.64 | 26.98 | 24.15 | 21.50 | 25.22 | 21.08 | 32.25 | 27.59 | 43.22 | 58.91 | 34.07 | 28.27 | 18.93 | 24.44 | 20.30 | 32.76 | 37.49 | 49.39 | 45.54 | 78.40 |
| Draw Down(%) | NA | 20.27 | 41.28 | 41.28 | 45.45 | NA | NA | … | … | 11.57 | 20.85 | 38.76 | 15.38 | 28.71 | 21.74 | 44.56 | 14.56 | 19.10 | 16.67 | 24.35 | 16.51 | 18.27 | 27.93 | 9.57 | 15.97 | 18.38 | 37.90 | 61.02 | 31.82 | 23.73 | 16.38 | 18.11 | 18.90 | 30.21 | 40.44 | 49.14 | 30.38 | 56.60 |
| Yield(%) | 0.00 | 7.42 | 4.71 | 4.15 | 2.66 | 3.45 | 6.15 | … | … | 3.81 | 7.83 | 2.40 | 2.68 | 2.19 | 1.52 | 1.48 | 1.75 | 1.55 | 1.78 | 1.55 | 1.65 | 0.00 | 3.10 | 2.01 | 2.07 | 1.28 | 1.08 | 1.26 | 1.03 | 1.07 | 1.14 | 1.28 | 1.02 | 2.02 | 1.64 | 1.50 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 05/11/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMX (Fomento Económico Mexicano, S.A.B. de C.V.) |
-15.00%
Aug 2017 – Aug 2020 |
-10.06%
Oct 2015 – Oct 2020 |
-2.11%
Sep 2012 – Sep 2022 |
5.08%
Jul 2007 – Jul 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMX (Fomento Económico Mexicano, S.A.B. de C.V.) |
50.32%
Mar 2009 – Mar 2012 |
32.34%
Feb 2009 – Feb 2014 |
27.91%
Feb 2003 – Feb 2013 |
21.95%
Aug 1998 – Aug 2013 |
Annualized Rolling Returns Comparison Chart