Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IPSBF (Impulsora del Desarrollo y el Empleo en América Latina S.A.B. de C.V) | NA | 187.11% | 48.06% | 26.86% | 12.71% | NA | NA | … | … |
Data as of 07/28/2022, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IPSBF (Impulsora del Desarrollo y el Empleo en América Latina S.A.B. de C.V) | 06/19/2012 | 07/28/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 187.11 | 48.06 | 26.86 | 12.71 | NA | NA | … | … | 0.00 | 213.22 | 0.00 | 3.12 | -13.51 | 68.18 | -29.78 | -46.01 | 33.39 | 31.02 | -5.14 |
| Sharpe Ratio | NA | 1.77 | 0.77 | 0.53 | 0.30 | NA | NA | … | … | 0.00 | 2.02 | -0.02 | 0.13 | -0.75 | 1.90 | -0.85 | -1.74 | 1.37 | 0.96 | -0.85 |
| Standard Deviation(%) | NA | 105.47 | 61.58 | 49.29 | 41.08 | NA | NA | … | … | NA | 105.79 | 13.48 | 12.90 | 19.88 | 35.72 | 35.35 | 26.46 | 24.44 | 32.42 | 11.27 |
| Draw Down(%) | NA | 0.00 | 9.09 | 21.06 | 63.93 | NA | NA | … | … | 0.00 | 0.00 | 9.09 | 7.16 | 20.54 | 0.65 | 29.78 | 46.01 | 4.88 | 5.02 | 7.49 |
| Yield(%) | 0.00 | 69.44 | 26.46 | 16.07 | 8.09 | 4.99 | 3.74 | … | … | 0.00 | 75.76 | 3.64 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/28/2022, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IPSBF (Impulsora del Desarrollo y el Empleo en América Latina S.A.B. de C.V) |
-21.68%
Mar 2013 – Mar 2016 |
-11.56%
Nov 2014 – Nov 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IPSBF (Impulsora del Desarrollo y el Empleo en América Latina S.A.B. de C.V) |
49.59%
Oct 2018 – Oct 2021 |
37.24%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart