Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GPFOY (Grupo Financiero Inbursa SAB de CV ADR) | NA | 34.08% | 45.34% | 17.40% | 3.01% | NA | NA | 5.81% |
Data as of 04/03/2024, AR inception is 01/21/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GPFOY (Grupo Financiero Inbursa SAB de CV ADR) | 01/21/2010 | 04/03/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 34.08 | 45.34 | 17.40 | 3.01 | NA | NA | 5.81 | 19.60 | 67.79 | 51.73 | -1.21 | -15.91 | -15.38 | -9.43 | 12.29 | -15.14 | -28.82 | -7.63 | -3.79 | 79.09 | -19.90 | 28.41 |
| Sharpe Ratio | NA | 1.25 | 0.98 | 0.33 | 0.05 | NA | NA | 0.10 | 2.20 | 1.55 | 0.88 | -0.06 | -0.24 | -0.45 | -0.27 | 0.52 | -0.37 | -0.92 | -0.26 | -0.09 | 2.08 | -0.21 | 0.94 |
| Standard Deviation(%) | NA | 24.16 | 44.17 | 48.50 | 41.49 | NA | NA | 46.56 | 44.90 | 41.34 | 57.21 | 21.30 | 66.70 | 37.31 | 40.10 | 22.71 | 41.44 | 31.50 | 28.87 | 41.96 | 38.34 | 95.85 | 31.89 |
| Draw Down(%) | NA | 4.17 | 24.01 | 59.76 | 79.83 | NA | NA | 79.83 | 4.17 | 0.00 | 24.01 | 14.29 | 56.87 | 23.14 | 32.20 | 12.57 | 37.93 | 37.10 | 29.43 | 36.28 | 13.26 | 58.69 | 17.94 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 1.10 | 0.81 | 1.79 | 1.34 | 1.91 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 5.27 | 1.43 | 1.59 | 1.30 | 1.04 | 1.01 | 4.53 | 1.35 | 2.27 | 2.47 |
Data as of 04/03/2024, AR inception is 01/21/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GPFOY (Grupo Financiero Inbursa SAB de CV ADR) |
-25.83%
Jul 2017 - Jul 2020 |
-19.99%
Mar 2015 - Mar 2020 |
-7.66%
Jul 2011 - Jul 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GPFOY (Grupo Financiero Inbursa SAB de CV ADR) |
54.34%
Jul 2020 - Jul 2023 |
18.41%
Feb 2019 - Feb 2024 |
4.08%
Feb 2014 - Feb 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart