Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KOF (Coca-Cola FEMSA, S.A.B. de C.V.) | 13.96% | 15.88% | 12.17% | 21.30% | 7.06% | 4.82% | 9.43% | … | … |
Data as of 06/04/2026, Common starting date is 09/14/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KOF (Coca-Cola FEMSA, S.A.B. de C.V.) | 09/14/1993 | 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 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.47 | 15.88 | 12.17 | 21.30 | 7.06 | 4.82 | 9.43 | … | … | 13.96 | 27.01 | -14.58 | 45.09 | 29.81 | 24.84 | -19.73 | 2.72 | -8.89 | 12.38 | -8.23 | -16.08 | -27.48 | -16.98 | 59.33 | 18.43 | 27.51 | 53.32 | -10.90 | 31.03 | 42.33 | 15.19 | 13.16 | 18.66 | -9.51 | -9.35 | 28.42 | 32.55 | -31.47 | 100.87 | 56.08 | -24.87 | -24.81 | 47.19 |
| Sharpe Ratio | NA | 0.54 | 0.36 | 0.80 | 0.21 | NA | NA | … | … | 1.38 | 0.97 | -0.72 | 1.85 | 1.10 | 1.23 | -0.52 | 0.06 | -0.38 | 0.56 | -0.29 | -0.67 | -1.15 | -0.64 | 2.52 | 0.64 | 0.93 | 1.32 | -0.23 | 0.92 | 1.56 | 0.55 | 0.55 | 0.80 | -0.29 | -0.32 | 0.61 | 0.62 | -0.74 | 2.22 | 1.61 | -0.57 | -0.59 | 7.11 |
| Standard Deviation(%) | NA | 25.74 | 24.99 | 24.22 | 26.02 | NA | NA | … | … | 27.31 | 24.90 | 25.14 | 22.66 | 25.92 | 20.17 | 38.65 | 19.43 | 27.20 | 20.88 | 29.34 | 24.04 | 23.89 | 26.40 | 23.80 | 28.94 | 29.57 | 40.46 | 52.48 | 30.33 | 25.03 | 23.45 | 21.99 | 22.56 | 36.60 | 37.94 | 39.80 | 47.03 | 46.90 | 43.58 | 32.17 | 50.90 | 46.89 | 36.32 |
| Draw Down(%) | NA | 18.13 | 24.48 | 24.48 | 54.37 | NA | NA | … | … | 18.13 | 17.07 | 22.22 | 23.18 | 12.45 | 17.50 | 41.35 | 17.27 | 28.80 | 25.76 | 27.96 | 25.78 | 29.87 | 36.49 | 16.60 | 15.73 | 13.50 | 41.48 | 55.62 | 20.92 | 21.42 | 16.42 | 21.27 | 13.81 | 40.22 | 29.33 | 30.09 | 41.83 | 47.73 | 28.13 | 27.91 | 45.18 | 45.10 | 12.13 |
| Yield(%) | 0.00 | 4.21 | 3.86 | 6.18 | 3.24 | 2.74 | 6.43 | … | … | 1.15 | 4.96 | 3.54 | 4.89 | 4.97 | 5.51 | 3.47 | 2.94 | 3.62 | 2.79 | 2.61 | 2.27 | 1.83 | 1.49 | 2.01 | 2.43 | 1.70 | 1.22 | 1.01 | 1.06 | 1.19 | 1.30 | 1.16 | 0.00 | 1.98 | 0.82 | 0.81 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 09/14/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KOF (Coca-Cola FEMSA, S.A.B. de C.V.) |
-22.63%
Feb 2013 – Feb 2016 |
-14.91%
Feb 2013 – Feb 2018 |
-5.37%
Jun 2012 – Jun 2022 |
3.61%
Sep 2010 – Sep 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KOF (Coca-Cola FEMSA, S.A.B. de C.V.) |
55.96%
Feb 1995 – Feb 1998 |
33.10%
Oct 2008 – Oct 2013 |
26.96%
Mar 2003 – Mar 2013 |
19.82%
Dec 1995 – Dec 2010 |
Annualized Rolling Returns Comparison Chart