Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TX (Ternium S.A.) | 12.47% | -7.95% | 7.95% | 24.46% | 13.85% | 4.57% | NA | 5.88% |
Data as of 07/17/2025, AR inception is 02/01/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TX (Ternium S.A.) | 02/01/2006 | 07/17/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.84 | -7.95 | 7.95 | 24.46 | 13.85 | 4.57 | NA | 5.88 | 12.47 | -25.86 | 49.94 | -24.80 | 60.96 | 44.37 | -14.86 | -11.86 | 36.48 | 104.06 | -26.40 | -42.17 | 36.62 | 32.20 | -55.56 | 21.51 | 313.30 | -78.40 | 38.36 | 26.40 |
| Sharpe Ratio | NA | -0.25 | 0.10 | 0.64 | 0.32 | NA | NA | 0.11 | 1.09 | -1.24 | 1.50 | -0.56 | 1.43 | 0.78 | -0.46 | -0.38 | 1.25 | 2.14 | -0.69 | -1.33 | 1.36 | 0.81 | -1.13 | 0.45 | 4.28 | -0.91 | 0.86 | 0.67 |
| Standard Deviation(%) | NA | 31.36 | 32.38 | 36.94 | 39.90 | NA | NA | 45.72 | 34.11 | 26.18 | 30.76 | 46.53 | 42.67 | 56.02 | 35.27 | 35.13 | 28.86 | 48.43 | 38.35 | 31.79 | 26.82 | 40.28 | 48.98 | 47.19 | 73.22 | 86.79 | 41.39 | 38.71 |
| Draw Down(%) | NA | 32.65 | 42.04 | 49.48 | 74.94 | NA | NA | 89.66 | 25.48 | 32.27 | 19.73 | 43.93 | 31.57 | 58.02 | 46.53 | 37.91 | 17.09 | 20.60 | 43.63 | 48.38 | 20.02 | 26.79 | 63.18 | 30.82 | 48.29 | 89.66 | 28.40 | 29.27 |
| Yield(%) | 0.00 | 7.40 | 9.28 | 18.18 | 12.13 | 4.45 | 5.16 | 5.43 | 6.15 | 7.45 | 9.69 | 6.06 | 9.87 | 5.28 | 4.34 | 3.37 | 4.09 | 7.40 | 5.13 | 2.41 | 2.71 | 3.93 | 1.77 | 1.35 | 0.00 | 1.27 | 1.75 | 0.00 |
Data as of 07/17/2025, AR inception is 02/01/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TX (Ternium S.A.) |
-37.09%
Mar 2006 - Mar 2009 |
-19.33%
Dec 2010 - Dec 2015 |
-8.64%
Mar 2010 - Mar 2020 |
2.00%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TX (Ternium S.A.) |
63.39%
Mar 2020 - Mar 2023 |
37.84%
Feb 2009 - Feb 2014 |
19.32%
Feb 2009 - Feb 2019 |
17.82%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart