Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
PUODY (Promotora y Operadora de Infraestructura SAB de CV ADR) 5.63% 38.76% 19.13% 17.37% 5.69% 10.20% 17.78%
Data as of 06/03/2026, Common starting date is 04/12/2006
More Performance Analytics Comparison
Name Start Date End Date
PUODY (Promotora y Operadora de Infraestructura SAB de CV ADR) 04/12/2006 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 2012 2011 2010 2009 2008 2007 2006
Annualized Return (%) -1.80 38.76 19.13 17.37 5.69 10.20 17.78 5.63 78.29 -20.46 40.18 8.98 -8.37 -10.61 9.64 -3.34 17.81 -26.22 -0.97 -1.02 79.07 68.05 12.93 59.09 96.43 -65.54 81.82 189.47
Sharpe Ratio NA 1.02 0.46 0.32 0.09 NA NA 0.39 2.05 -0.52 0.98 0.12 -0.17 -0.15 0.26 -0.09 0.53 -0.68 -0.04 -0.05 2.72 2.67 0.41 1.50 2.00 -1.06 1.38 5.47
Standard Deviation(%) NA 39.72 41.47 47.53 48.51 NA NA 43.49 37.02 46.58 37.52 64.60 50.69 71.71 31.30 53.68 32.41 38.73 27.89 21.95 29.01 25.71 31.31 39.37 48.28 62.73 57.32 61.34
Draw Down(%) NA 15.45 28.37 28.37 53.01 NA NA 15.45 10.51 28.37 27.14 24.58 25.69 49.58 24.16 27.35 20.14 39.00 19.72 24.31 16.20 14.55 29.28 22.62 17.60 70.31 37.79 42.82
Yield(%) 0.00 3.42 3.20 3.62 2.06 3.45 15.92 0.90 4.52 1.21 3.80 5.03 1.30 2.19 2.62 2.43 2.32 0.43 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/03/2026, Common starting date is 04/12/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PUODY (Promotora y Operadora de Infraestructura SAB de CV ADR) -18.21%
May 2007 – May 2010
-10.14%
Oct 2015 – Oct 2020
-2.23%
Oct 2014 – Oct 2024
4.81%
Jun 2007 – Jun 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PUODY (Promotora y Operadora de Infraestructura SAB de CV ADR) 66.57%
Jul 2010 – Jul 2013
67.28%
Feb 2009 – Feb 2014
32.22%
Jun 2006 – Jun 2016
18.54%
Feb 2009 – Feb 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return