Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GPOVY (Grupo Carso SAB de CV ADR) | NA | 58.76% | 41.32% | 20.25% | 5.55% | 10.09% | 12.21% | 7.55% |
Data as of 11/13/2023, AR inception is 11/19/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GPOVY (Grupo Carso SAB de CV ADR) | 11/19/1996 | 11/13/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -7.03 | 58.76 | 41.32 | 20.25 | 5.55 | 10.09 | 12.21 | 7.55 | 63.48 | 40.79 | -2.68 | -13.61 | 8.63 | 17.24 | -22.22 | 3.78 | -19.27 | -6.83 | 15.79 | 112.92 | -61.68 | 87.74 | 17.82 | -10.99 | 8.28 | 49.62 | 47.61 | 54.58 | 36.20 | -18.03 | 22.00 | -49.37 | 43.64 | -48.54 | 30.73 | -3.11 |
| Sharpe Ratio | NA | 2.10 | 0.52 | 0.26 | 0.08 | NA | NA | 0.09 | 1.68 | 0.78 | -0.04 | -0.12 | 0.14 | 0.37 | -0.85 | 0.07 | -0.64 | -0.28 | 0.50 | 2.87 | -0.54 | 2.27 | 0.32 | -0.13 | 0.15 | 1.12 | 0.51 | 1.79 | 0.67 | -0.38 | 0.23 | -0.69 | 0.62 | -0.55 | 0.63 | -1.15 |
| Standard Deviation(%) | NA | 47.40 | 75.70 | 71.18 | 56.11 | NA | NA | 62.70 | 42.87 | 50.66 | 70.47 | 115.36 | 52.52 | 43.14 | 26.97 | 49.57 | 29.96 | 24.49 | 31.32 | 39.78 | 114.83 | 38.65 | 54.97 | 90.77 | 36.21 | 41.77 | 89.44 | 29.91 | 52.71 | 50.07 | 87.46 | 78.03 | 65.39 | 95.15 | 42.72 | 24.45 |
| Draw Down(%) | NA | 26.28 | 45.76 | 57.20 | 69.53 | NA | NA | 76.04 | 26.28 | 28.34 | 35.57 | 53.63 | 29.55 | 31.02 | 35.60 | 25.12 | 19.27 | 22.03 | 29.00 | 19.73 | 75.12 | 19.39 | 39.83 | 63.64 | 19.54 | 26.13 | 42.58 | 21.20 | 21.24 | 44.91 | 34.40 | 57.65 | 34.55 | 69.16 | 31.85 | 7.07 |
| Yield(%) | 0.00 | 1.33 | 1.73 | 1.54 | 1.02 | 3.15 | 2.92 | 1.49 | 0.81 | 1.60 | 1.53 | 0.00 | 1.97 | 1.78 | 1.32 | 1.28 | 1.12 | 1.12 | 7.12 | 1.71 | 0.61 | 1.50 | 1.57 | 17.76 | 1.27 | 8.51 | 0.87 | 1.76 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 11/13/2023, AR inception is 11/19/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GPOVY (Grupo Carso SAB de CV ADR) |
-28.90%
Mar 1998 - Mar 2001 |
-20.10%
Sep 1997 - Sep 2002 |
-7.48%
Nov 2010 - Nov 2020 |
1.19%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GPOVY (Grupo Carso SAB de CV ADR) |
57.58%
Jul 2020 - Jul 2023 |
47.62%
Mar 2003 - Mar 2008 |
25.78%
Dec 2000 - Dec 2010 |
16.35%
Mar 2001 - Mar 2016 |
Annualized Rolling Returns Comparison Chart