Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VTMX (Corporación Inmobiliaria Vesta, S.A.B. de C.V.) | 5.85% | -6.94% | NA | NA | NA | NA | NA | -4.97% |
Data as of 07/25/2025, AR inception is 06/29/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VTMX (Corporación Inmobiliaria Vesta, S.A.B. de C.V.) | 06/29/2023 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.86 | -6.94 | NA | NA | NA | NA | NA | -4.97 | 5.85 | -33.95 | 29.16 |
| Sharpe Ratio | NA | -0.31 | NA | NA | NA | NA | NA | -0.25 | 0.23 | -1.22 | 1.74 |
| Standard Deviation(%) | NA | 32.32 | NA | NA | NA | NA | NA | 32.82 | 33.49 | 30.74 | 35.87 |
| Draw Down(%) | NA | 27.68 | NA | NA | NA | NA | NA | 45.60 | 19.22 | 42.01 | 21.29 |
| Yield(%) | 0.00 | 1.97 | 1.59 | 0.95 | 0.48 | 0.32 | 0.24 | 2.38 | 1.53 | 1.86 | 1.16 |
Data as of 07/25/2025, AR inception is 06/29/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VTMX (Corporación Inmobiliaria Vesta, S.A.B. de C.V.) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VTMX (Corporación Inmobiliaria Vesta, S.A.B. de C.V.) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart