Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GRBMF (Grupo Bimbo S.A.B. De C.V.) | 1.05% | -26.27% | -9.61% | 10.44% | 0.18% | 2.87% | NA | 5.03% |
Data as of 07/24/2025, AR inception is 09/19/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GRBMF (Grupo Bimbo S.A.B. De C.V.) | 09/19/2007 | 07/24/2025 |
| 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 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.02 | -26.27 | -9.61 | 10.44 | 0.18 | 2.87 | NA | 5.03 | 1.05 | -47.39 | 18.22 | 38.89 | 42.27 | 24.17 | -6.91 | -14.16 | 1.86 | -21.25 | -1.08 | -9.18 | 23.31 | 31.07 | -4.55 | 25.03 | 77.75 | -23.64 | -0.90 |
| Sharpe Ratio | NA | -0.44 | -0.14 | 0.12 | -0.02 | NA | NA | 0.08 | 0.07 | -0.96 | 0.22 | 0.55 | 0.60 | 0.29 | -0.22 | -0.38 | 0.03 | -0.56 | -0.03 | -0.34 | 0.62 | 1.06 | -0.08 | 0.73 | 1.67 | -0.28 | -0.15 |
| Standard Deviation(%) | NA | 62.29 | 62.88 | 66.51 | 57.31 | NA | NA | 53.53 | 71.51 | 53.13 | 66.14 | 68.39 | 69.92 | 81.66 | 37.99 | 41.14 | 39.94 | 38.16 | 36.66 | 27.37 | 37.30 | 29.55 | 55.47 | 33.99 | 46.52 | 87.46 | 38.19 |
| Draw Down(%) | NA | 36.60 | 58.80 | 58.80 | 63.41 | NA | NA | 68.87 | 24.43 | 50.60 | 33.03 | 28.79 | 25.64 | 41.71 | 26.34 | 32.41 | 17.36 | 32.49 | 23.57 | 26.67 | 25.13 | 16.67 | 33.58 | 26.44 | 40.77 | 45.99 | 11.76 |
| Yield(%) | 0.00 | 1.45 | 1.18 | 1.98 | 0.66 | 0.36 | 0.80 | 0.94 | 1.76 | 0.12 | 0.95 | 1.98 | 0.23 | 0.11 | 0.00 | 0.00 | 0.00 | 0.39 | 0.00 | 0.00 | 6.39 | 0.49 | 0.58 | 0.15 | 10.48 | 0.18 | 0.00 |
Data as of 07/24/2025, AR inception is 09/19/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GRBMF (Grupo Bimbo S.A.B. De C.V.) |
-17.86%
Mar 2017 - Mar 2020 |
-12.51%
Mar 2015 - Mar 2020 |
-3.51%
Mar 2010 - Mar 2020 |
2.40%
Mar 2010 - Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GRBMF (Grupo Bimbo S.A.B. De C.V.) |
56.01%
Apr 2020 - Apr 2023 |
35.08%
Feb 2009 - Feb 2014 |
13.17%
Feb 2009 - Feb 2019 |
14.80%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart