Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GPFOF (Grupo Financiero Inbursa S.A.B. de C.V) | 7.40% | -1.03% | 4.43% | 21.06% | -12.35% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/20/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GPFOF (Grupo Financiero Inbursa S.A.B. de C.V) | 02/20/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.81 | -1.03 | 4.43 | 21.06 | -12.35 | NA | NA | … | … | 7.40 | 1.98 | -10.31 | 58.79 | 39.91 | 16.76 | -96.61 | 162.34 | 21.81 | 23.35 | -8.36 | -8.77 | 17.43 | 171.79 |
| Sharpe Ratio | NA | -0.28 | 0.04 | 0.18 | -0.03 | NA | NA | … | … | 0.58 | -0.03 | -0.43 | 1.34 | 0.17 | 0.35 | -0.06 | 1.40 | 0.37 | 1.11 | -0.15 | -0.28 | 0.61 | 1.90 |
| Standard Deviation(%) | NA | 28.45 | 35.69 | 106.95 | 495.46 | NA | NA | … | … | 32.86 | 36.13 | 32.69 | 41.71 | 227.93 | 47.45 | 1,539.87 | 115.17 | 55.23 | 20.52 | 58.28 | 30.91 | 28.58 | 114.42 |
| Draw Down(%) | NA | 18.20 | 34.81 | 66.47 | 100.00 | NA | NA | … | … | 12.96 | 18.20 | 32.91 | 24.19 | 66.47 | 19.15 | 100.00 | 26.75 | 30.94 | 10.75 | 34.55 | 22.45 | 24.37 | 29.33 |
| Yield(%) | 0.00 | 2.49 | 1.70 | 2.33 | 9.48 | 11.09 | 8.32 | … | … | 2.75 | 2.19 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 70.42 | 29.45 | 1.74 | 23.16 | 16.67 | 15.14 | 65.37 |
Data as of 06/04/2026, Common starting date is 02/20/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GPFOF (Grupo Financiero Inbursa S.A.B. de C.V) |
-66.23%
Sep 2019 – Sep 2022 |
-41.03%
Jan 2020 – Jan 2025 |
-14.44%
Aug 2014 – Aug 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GPFOF (Grupo Financiero Inbursa S.A.B. de C.V) |
60.59%
Nov 2016 – Nov 2019 |
37.79%
Jul 2013 – Jul 2018 |
0.79%
Jun 2013 – Jun 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart