Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KCDMF (Kimberly-Clark de México S. A. B. de C. V) | 3.35% | 28.14% | 5.48% | 16.95% | 18.25% | 23.62% | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/17/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KCDMF (Kimberly-Clark de México S. A. B. de C. V) | 02/17/2009 | 06/04/2026 |
| 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 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.44 | 28.14 | 5.48 | 16.95 | 18.25 | 23.62 | NA | … | … | 3.35 | 61.85 | -31.26 | 33.98 | 55.18 | -13.60 | 38.71 | 162.49 | -12.60 | 7.05 | -26.37 | 13.19 | -22.64 | 55.13 | 168.95 | 39.79 | 54.96 | 45.88 |
| Sharpe Ratio | NA | 0.64 | 0.07 | 0.35 | 0.25 | NA | NA | … | … | 0.14 | 1.95 | -1.09 | 1.04 | 0.86 | -0.33 | 0.40 | 3.34 | -0.34 | 0.04 | -0.82 | 0.50 | -0.82 | 1.37 | 4.33 | 0.99 | 1.81 | 1.19 |
| Standard Deviation(%) | NA | 40.44 | 34.39 | 41.64 | 67.70 | NA | NA | … | … | 50.17 | 30.43 | 31.98 | 29.49 | 62.82 | 40.83 | 95.10 | 48.25 | 41.71 | 150.14 | 32.40 | 26.13 | 27.69 | 40.32 | 39.49 | 39.96 | 30.37 | 45.14 |
| Draw Down(%) | NA | 22.69 | 42.39 | 42.39 | 70.55 | NA | NA | … | … | 22.69 | 10.11 | 42.35 | 21.09 | 19.75 | 23.16 | 51.11 | 8.57 | 28.32 | 65.55 | 37.22 | 13.39 | 31.47 | 21.94 | 21.97 | 24.46 | 15.93 | 18.28 |
| Yield(%) | 0.00 | 3.10 | 2.50 | 7.15 | 9.96 | 7.34 | 13.03 | … | … | 0.14 | 5.55 | 2.48 | 2.69 | 27.42 | 0.11 | 21.15 | 75.62 | 0.45 | 0.48 | 1.13 | 4.41 | 3.72 | 39.96 | 23.48 | 41.80 | 18.69 | 2.30 |
Data as of 06/04/2026, Common starting date is 02/17/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KCDMF (Kimberly-Clark de México S. A. B. de C. V) |
-13.61%
Dec 2013 – Dec 2016 |
-9.62%
Dec 2013 – Dec 2018 |
11.72%
Nov 2014 – Nov 2024 |
23.05%
Oct 2010 – Oct 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KCDMF (Kimberly-Clark de México S. A. B. de C. V) |
90.34%
May 2010 – May 2013 |
64.46%
Mar 2009 – Mar 2014 |
31.20%
Jan 2011 – Jan 2021 |
30.63%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart