Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SIM (Grupo Simec, S.A.B. de C.V.) | 3.98% | -6.21% | -1.93% | 36.53% | 12.89% | 9.50% | 10.31% | 2.47% |
Data as of 07/14/2025, AR inception is 07/01/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SIM (Grupo Simec, S.A.B. de C.V.) | 07/01/1993 | 07/14/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | 0.00 | -6.21 | -1.93 | 36.53 | 12.89 | 9.50 | 10.31 | 2.47 | 3.98 | -12.90 | -7.78 | 25.19 | 110.94 | 35.02 | 5.83 | 2.67 | -34.84 | 114.82 | -32.39 | -19.41 | -14.27 | 101.41 | -9.32 | -6.79 | 69.70 | -52.17 | -27.97 | 262.88 | -48.57 | 141.38 | 254.44 | -28.57 | -37.00 | -56.76 | 252.38 | -71.62 | 48.00 | -50.00 | -58.68 | -54.17 | 137.84 |
| Sharpe Ratio | NA | -0.22 | -0.10 | 0.63 | 0.23 | NA | NA | 0.01 | 0.10 | -0.50 | -0.21 | 0.53 | 1.56 | 0.48 | 0.12 | 0.04 | -1.26 | 2.53 | -0.93 | -0.53 | -0.40 | 2.88 | -0.24 | -0.19 | 1.12 | -0.75 | -0.76 | 3.57 | -0.83 | 1.50 | 2.58 | -0.53 | -0.45 | -1.07 | 2.25 | -0.68 | 0.66 | -0.79 | -0.56 | -1.42 | 12.52 |
| Standard Deviation(%) | NA | 45.52 | 47.08 | 55.60 | 49.42 | NA | NA | 64.47 | 47.00 | 39.15 | 57.03 | 45.32 | 71.22 | 71.58 | 38.16 | 35.95 | 28.31 | 45.30 | 34.92 | 36.67 | 35.38 | 35.59 | 39.77 | 36.45 | 62.38 | 70.70 | 40.92 | 73.32 | 60.92 | 93.38 | 98.36 | 56.05 | 87.99 | 56.84 | 110.50 | 110.73 | 66.67 | 67.62 | 112.26 | 40.19 | 36.42 |
| Draw Down(%) | NA | 27.97 | 40.14 | 40.14 | 58.81 | NA | NA | 97.63 | 18.42 | 24.94 | 23.24 | 21.63 | 25.86 | 44.90 | 26.69 | 24.08 | 37.55 | 35.81 | 37.75 | 42.55 | 31.16 | 17.42 | 34.21 | 25.67 | 30.37 | 80.96 | 42.37 | 37.61 | 53.92 | 36.67 | 36.88 | 53.76 | 67.60 | 60.00 | 50.00 | 76.25 | 39.02 | 61.90 | 76.86 | 58.52 | 12.26 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.77 | 0.60 | 0.82 | 0.16 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 6.70 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/14/2025, AR inception is 07/01/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SIM (Grupo Simec, S.A.B. de C.V.) |
-54.42%
Dec 1993 - Dec 1996 |
-48.65%
Jan 1994 - Jan 1999 |
-25.43%
Nov 1993 - Nov 2003 |
-12.04%
Jan 1994 - Jan 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SIM (Grupo Simec, S.A.B. de C.V.) |
161.69%
Nov 2003 - Nov 2006 |
76.44%
Oct 2001 - Oct 2006 |
32.42%
Jan 2003 - Jan 2013 |
18.37%
Jan 2002 - Jan 2017 |
Annualized Rolling Returns Comparison Chart