Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GPFOF (Grupo Financiero Inbursa S.A.B. de C.V) | 11.09% | 6.56% | 18.98% | -31.18% | -12.47% | NA | NA | -0.67% |
Data as of 07/11/2025, AR inception 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 | 07/11/2025 |
| 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 | 6.56 | 18.98 | -31.18 | -12.47 | NA | NA | -0.67 | 11.09 | -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 | 0.09 | 0.21 | -0.05 | -0.03 | NA | NA | 0.00 | 0.44 | -0.52 | 1.32 | 0.17 | 0.35 | -0.06 | 1.40 | 0.37 | 1.11 | -0.15 | -0.28 | 0.61 | 1.90 |
| Standard Deviation(%) | NA | 37.63 | 74.93 | 697.70 | 495.51 | NA | NA | 446.32 | 43.69 | 32.82 | 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 | 15.92 | 55.56 | 100.00 | 100.00 | NA | NA | 100.00 | 13.41 | 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 | 2.10 | 1.11 | 1.46 | 8.75 | 10.94 | 8.21 | 13.68 | 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 07/11/2025, AR inception 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