Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GMXDF (Grupo Mexicano de Desarrollo S.A.B) | 1,400.00% | -38.78% | -23.87% | -18.42% | -14.03% | -5.06% | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/30/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GMXDF (Grupo Mexicano de Desarrollo S.A.B) | 06/30/2008 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -38.78 | -23.87 | -18.42 | -14.03 | -5.06 | NA | … | … | 1,400.00 | 0.00 | -97.40 | 413.33 | -81.93 | -4.60 | 33.85 | 62.50 | -68.25 | -5.97 | 11.67 | 96.72 | 1.67 | 15.38 | 4.00 | -41.86 | 91.11 | -43.75 | -68.00 |
| Sharpe Ratio | NA | -0.07 | -0.06 | -0.06 | -0.06 | NA | NA | … | … | 96.03 | -0.01 | -0.38 | 2.73 | -0.49 | -0.11 | 0.12 | 0.57 | -0.39 | -0.10 | 0.10 | 1.32 | 0.05 | 0.21 | 0.11 | -0.60 | 0.93 | -0.29 | -1.02 |
| Standard Deviation(%) | NA | 593.54 | 420.80 | 341.56 | 266.04 | NA | NA | … | … | 784.18 | 457.84 | 277.18 | 152.21 | 171.42 | 62.10 | 270.90 | 106.36 | 180.07 | 67.20 | 115.71 | 73.50 | 35.68 | 74.81 | 36.10 | 70.27 | 97.80 | 150.33 | 87.92 |
| Draw Down(%) | NA | 96.49 | 97.77 | 97.93 | 98.95 | NA | NA | … | … | 94.74 | 95.92 | 97.40 | 0.00 | 81.93 | 32.18 | 84.62 | 48.72 | 69.23 | 32.89 | 50.00 | 23.46 | 20.00 | 34.43 | 25.81 | 43.18 | 47.00 | 75.00 | 68.00 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 06/30/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GMXDF (Grupo Mexicano de Desarrollo S.A.B) |
-71.12%
Aug 2021 – Aug 2024 |
-52.98%
Dec 2020 – Dec 2025 |
-35.56%
Apr 2016 – Apr 2026 |
-22.76%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GMXDF (Grupo Mexicano de Desarrollo S.A.B) |
97.47%
Jul 2020 – Jul 2023 |
37.42%
May 2020 – May 2025 |
7.59%
Jul 2009 – Jul 2019 |
4.07%
Apr 2009 – Apr 2024 |
Annualized Rolling Returns Comparison Chart