Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GUZOF (Grupo Herdez S.A.B. de C.V) | -3.64% | 49.30% | 20.71% | 20.54% | 14.01% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 02/19/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GUZOF (Grupo Herdez S.A.B. de C.V) | 02/19/2013 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -16.58 | 49.30 | 20.71 | 20.54 | 14.01 | NA | NA | … | … | -3.64 | 64.17 | -7.54 | 27.23 | 6.55 | 15.78 | 84.20 | 2.02 | -13.63 | -1.25 | 2.06 | 10.08 | -32.84 | 12.36 |
| Sharpe Ratio | NA | 1.12 | 0.38 | 0.31 | 0.17 | NA | NA | … | … | 0.84 | 0.89 | -0.15 | 0.27 | 0.06 | 0.23 | 0.41 | 0.02 | -0.87 | -0.15 | 1.26 | 0.44 | -0.76 | 0.97 |
| Standard Deviation(%) | NA | 55.68 | 69.13 | 76.84 | 86.06 | NA | NA | … | … | 47.11 | 68.93 | 75.29 | 87.04 | 85.36 | 69.59 | 203.71 | 35.29 | 17.33 | 12.39 | 1.47 | 22.75 | 43.28 | 14.76 |
| Draw Down(%) | NA | 19.78 | 33.91 | 41.95 | 75.28 | NA | NA | … | … | 19.78 | 19.15 | 23.92 | 33.91 | 41.95 | 34.48 | 75.28 | 18.38 | 21.29 | 9.76 | 0.00 | 11.51 | 36.21 | 9.22 |
| Yield(%) | 0.00 | 34.83 | 14.08 | 13.76 | 9.60 | 5.48 | 4.11 | … | … | 21.75 | 1.60 | 1.70 | 0.14 | 0.16 | 20.79 | 29.36 | 2.73 | 2.51 | 1.63 | 2.03 | 2.63 | 0.00 | 4.44 |
Data as of 06/03/2026, Common starting date is 02/19/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GUZOF (Grupo Herdez S.A.B. de C.V) |
-18.94%
Mar 2017 – Mar 2020 |
-9.76%
Mar 2015 – Mar 2020 |
3.72%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GUZOF (Grupo Herdez S.A.B. de C.V) |
58.22%
Apr 2020 – Apr 2023 |
35.23%
Mar 2020 – Mar 2025 |
16.32%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart