Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GAERF (Grupo Aeroportuario del Centro Norte S.A.B. de C.V) | 54.88% | 54.88% | 59.89% | 52.63% | 26.26% | NA | NA | 31.45% |
Data as of 07/14/2025, AR inception is 11/04/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GAERF (Grupo Aeroportuario del Centro Norte S.A.B. de C.V) | 11/04/2013 | 07/14/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 54.88 | 59.89 | 52.63 | 26.26 | NA | NA | 31.45 | 54.88 | 72.40 | 33.30 | 61.33 | -2.16 | -2.13 | 68.55 | 0.00 | 5.53 | 5.25 | 5.25 | 86.92 | 0.00 |
| Sharpe Ratio | NA | 1.20 | 0.91 | 0.96 | 0.54 | NA | NA | 0.65 | 2.16 | 0.98 | 0.44 | 2.27 | -0.07 | -0.03 | 1.62 | 0.00 | 0.91 | 0.98 | 1.02 | 3.02 | 0.00 |
| Standard Deviation(%) | NA | 42.95 | 62.37 | 52.51 | 45.88 | NA | NA | 43.31 | 59.56 | 70.09 | 67.48 | 26.57 | 32.90 | 78.71 | 41.45 | NA | 5.39 | 5.12 | 5.12 | 28.81 | NA |
| Draw Down(%) | NA | 18.03 | 41.46 | 41.46 | 49.72 | NA | NA | 49.72 | 18.03 | 20.87 | 41.46 | 5.66 | 20.35 | 49.72 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 3.60 | 26.85 | 32.26 | 18.96 | 18.76 | 14.07 | 25.58 | 3.60 | 46.27 | 9.68 | 15.86 | 4.00 | 0.00 | 5.24 | 0.00 | 5.24 | 4.99 | 4.99 | 41.23 | 0.00 |
Data as of 07/14/2025, AR inception is 11/04/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GAERF (Grupo Aeroportuario del Centro Norte S.A.B. de C.V) |
-3.65%
Mar 2017 - Mar 2020 |
-0.19%
Mar 2015 - Mar 2020 |
15.63%
Apr 2014 - Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GAERF (Grupo Aeroportuario del Centro Norte S.A.B. de C.V) |
59.89%
Jun 2022 - Jun 2025 |
51.49%
May 2020 - May 2025 |
26.26%
Jun 2015 - Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart