Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KCDMY (Kimberly-Clark de Mexico) | 3.26% | 27.88% | 7.14% | 9.69% | 4.41% | 5.41% | 8.82% | … | … |
Data as of 06/04/2026, Common starting date is 11/19/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KCDMY (Kimberly-Clark de Mexico) | 11/19/1996 | 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 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.53 | 27.88 | 7.14 | 9.69 | 4.41 | 5.41 | 8.82 | … | … | 3.26 | 55.89 | -31.69 | 40.22 | 16.50 | -4.98 | -9.88 | 29.91 | -5.00 | 2.37 | -20.02 | 11.55 | -20.59 | 13.89 | 52.18 | -9.58 | 43.13 | 45.83 | -19.48 | -0.43 | 41.93 | 13.26 | 37.43 | 29.48 | -19.85 | 14.35 | -30.72 | 25.41 | -35.11 | 20.90 | -2.77 |
| Sharpe Ratio | NA | 0.96 | 0.15 | 0.23 | 0.08 | NA | NA | … | … | 0.36 | 1.84 | -1.03 | 1.18 | 0.40 | -0.17 | -0.21 | 0.93 | -0.19 | 0.06 | -0.57 | 0.41 | -0.71 | 0.39 | 1.64 | -0.30 | 1.40 | 1.25 | -0.38 | -0.11 | 1.21 | 0.33 | 1.17 | 0.81 | -0.45 | 0.26 | -0.56 | 0.37 | -0.56 | 0.32 | -1.28 |
| Standard Deviation(%) | NA | 27.50 | 32.06 | 32.24 | 34.07 | NA | NA | … | … | 28.84 | 28.93 | 34.35 | 31.30 | 37.44 | 29.05 | 47.98 | 30.56 | 33.00 | 28.41 | 35.78 | 27.91 | 29.01 | 35.27 | 32.06 | 32.16 | 30.68 | 36.58 | 53.45 | 31.88 | 32.02 | 33.70 | 31.12 | 35.32 | 46.66 | 46.87 | 62.77 | 59.58 | 69.09 | 53.38 | 20.38 |
| Draw Down(%) | NA | 12.73 | 41.46 | 41.46 | 42.87 | NA | NA | … | … | 12.73 | 11.13 | 41.46 | 24.19 | 22.02 | 22.07 | 42.87 | 9.25 | 26.46 | 22.63 | 36.78 | 13.64 | 32.61 | 24.38 | 29.09 | 26.24 | 18.41 | 18.54 | 43.35 | 23.47 | 18.78 | 18.21 | 11.94 | 16.53 | 37.32 | 24.05 | 47.02 | 36.78 | 66.35 | 27.34 | 4.03 |
| Yield(%) | 0.00 | 6.21 | 4.92 | 5.25 | 3.80 | 4.58 | 8.27 | … | … | 1.50 | 7.24 | 4.77 | 5.09 | 5.18 | 4.93 | 4.17 | 4.97 | 4.45 | 4.97 | 3.56 | 4.64 | 3.68 | 3.93 | 5.13 | 4.50 | 5.66 | 6.10 | 6.03 | 5.24 | 10.50 | 8.15 | 6.18 | 10.33 | 6.11 | 3.14 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/19/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KCDMY (Kimberly-Clark de Mexico) |
-19.50%
Sep 1997 – Sep 2000 |
-13.88%
Mar 1998 – Mar 2003 |
-1.47%
Sep 2012 – Sep 2022 |
3.53%
Feb 2010 – Feb 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KCDMY (Kimberly-Clark de Mexico) |
34.71%
Mar 2009 – Mar 2012 |
28.89%
Nov 2008 – Nov 2013 |
24.21%
Mar 2003 – Mar 2013 |
14.50%
Aug 1998 – Aug 2013 |
Annualized Rolling Returns Comparison Chart