Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GCHEF (Grupo Comercial Chedraui S.A.B. de C.V) | 21.38% | 11.20% | 75.49% | 79.54% | 30.36% | NA | NA | 26.23% |
Data as of 07/18/2025, AR inception is 01/16/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GCHEF (Grupo Comercial Chedraui S.A.B. de C.V) | 01/16/2013 | 07/18/2025 |
| 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 (%) | 1.54 | 11.20 | 75.49 | 79.54 | 30.36 | NA | NA | 26.23 | 21.38 | 20.89 | 268.32 | 36.88 | 95.55 | -0.11 | -0.57 | 14.20 | 32.52 | -28.29 | -6.43 | -4.97 | 18.06 |
| Sharpe Ratio | NA | 0.46 | 1.16 | 1.34 | 0.62 | NA | NA | 0.56 | 1.12 | 0.50 | 2.75 | 1.12 | 2.00 | -0.01 | -0.06 | 0.52 | 1.31 | -0.65 | -0.20 | -0.31 | 1.12 |
| Standard Deviation(%) | NA | 35.84 | 61.46 | 55.37 | 46.40 | NA | NA | 42.28 | 33.93 | 34.83 | 97.59 | 31.93 | 47.85 | 43.62 | 33.96 | 24.89 | 24.35 | 43.68 | 31.62 | 15.98 | 16.93 |
| Draw Down(%) | NA | 24.90 | 25.70 | 25.70 | 43.12 | NA | NA | 43.12 | 15.38 | 25.30 | 13.79 | 2.92 | 6.86 | 27.20 | 26.22 | 12.41 | 4.90 | 34.71 | 25.03 | 12.66 | 12.70 |
| Yield(%) | 0.00 | 7.36 | 27.11 | 44.47 | 12.64 | 9.32 | 6.99 | 11.65 | 0.00 | 10.67 | 48.44 | 27.03 | 32.03 | 0.00 | 21.42 | 19.28 | 17.72 | 8.95 | 7.59 | 0.00 | 14.61 |
Data as of 07/18/2025, AR inception is 01/16/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GCHEF (Grupo Comercial Chedraui S.A.B. de C.V) |
-13.93%
Dec 2013 - Dec 2016 |
-6.51%
Apr 2015 - Apr 2020 |
23.34%
Feb 2013 - Feb 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GCHEF (Grupo Comercial Chedraui S.A.B. de C.V) |
142.52%
Mar 2021 - Mar 2024 |
78.73%
May 2020 - May 2025 |
31.01%
Mar 2014 - Mar 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart