Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GRPBF (Grupo Lala S.A.B. de C.V) | NA | 0.00% | 13.76% | 5.52% | NA | NA | NA | … | … |
Data as of 08/25/2023, Common starting date is 11/19/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GRPBF (Grupo Lala S.A.B. de C.V) | 11/19/2014 | 08/25/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | 13.76 | 5.52 | NA | NA | NA | … | … | 0.00 | 22.88 | 11.75 | 2.28 | -10.32 | -16.05 | 1.30 | -27.85 | 36.82 | -6.78 |
| Sharpe Ratio | NA | 0.00 | 0.15 | 0.05 | NA | NA | NA | … | … | 0.00 | 1.09 | 0.09 | 0.01 | -0.24 | -0.42 | 0.02 | -1.01 | 1.84 | -1.14 |
| Standard Deviation(%) | NA | NA | 80.61 | 93.67 | NA | NA | NA | … | … | NA | 19.73 | 130.58 | 160.28 | 48.81 | 41.82 | 36.99 | 27.77 | 19.94 | 41.08 |
| Draw Down(%) | NA | 0.00 | 34.30 | 67.59 | NA | NA | NA | … | … | 0.00 | 0.00 | 34.30 | 63.62 | 28.38 | 43.21 | 24.90 | 35.47 | 4.31 | 14.78 |
| Yield(%) | 0.00 | 0.00 | 15.32 | 12.10 | 6.30 | 4.20 | 3.15 | … | … | 0.00 | 18.79 | 19.54 | 3.75 | 26.96 | 2.82 | 10.95 | 11.97 | 8.08 | 0.00 |
Data as of 08/25/2023, Common starting date is 11/19/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GRPBF (Grupo Lala S.A.B. de C.V) |
-26.26%
Jul 2017 – Jul 2020 |
-15.78%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GRPBF (Grupo Lala S.A.B. de C.V) |
33.71%
Apr 2020 – Apr 2023 |
8.36%
Jul 2018 – Jul 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart