Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WMMVF (Wal Mart de Mexico SAB de CV) | -6.65% | -6.66% | -7.32% | 2.85% | 5.34% | 2.62% | 6.08% | … | … |
Data as of 06/04/2026, Common starting date is 11/16/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WMMVF (Wal Mart de Mexico SAB de CV) | 11/16/2004 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.84 | -6.66 | -7.32 | 2.85 | 5.34 | 2.62 | 6.08 | … | … | -6.65 | 21.91 | -36.73 | 26.87 | -5.48 | 48.19 | 5.79 | 16.25 | -0.52 | 39.50 | -26.06 | 21.77 | -14.99 | -20.49 | 19.78 | -4.55 | 27.11 | 65.44 | -22.29 | -20.99 | 61.09 | 61.76 | -2.30 |
| Sharpe Ratio | NA | -0.27 | -0.21 | 0.02 | 0.09 | NA | NA | … | … | -0.23 | 0.40 | -0.98 | 0.75 | -0.16 | 1.11 | 0.10 | 0.42 | -0.05 | 1.47 | -0.77 | 0.69 | -0.63 | -0.78 | 0.66 | -0.13 | 0.97 | 1.71 | -0.43 | -0.70 | 1.60 | 2.06 | -0.69 |
| Standard Deviation(%) | NA | 49.15 | 43.50 | 42.15 | 41.00 | NA | NA | … | … | 51.23 | 47.66 | 41.23 | 31.30 | 42.97 | 43.51 | 55.67 | 35.57 | 35.75 | 26.49 | 34.31 | 31.34 | 23.99 | 26.17 | 30.27 | 34.35 | 27.94 | 38.26 | 54.30 | 34.70 | 36.16 | 28.86 | 27.28 |
| Draw Down(%) | NA | 21.39 | 39.34 | 39.34 | 39.34 | NA | NA | … | … | 12.54 | 21.39 | 39.34 | 22.51 | 22.14 | 15.05 | 33.33 | 11.69 | 23.21 | 11.65 | 28.50 | 16.18 | 28.50 | 29.64 | 30.35 | 31.44 | 18.53 | 36.07 | 52.58 | 32.97 | 28.13 | 13.40 | 4.58 |
| Yield(%) | 0.00 | 0.32 | 1.52 | 4.89 | 4.12 | 2.86 | 5.00 | … | … | 0.00 | 0.37 | 1.30 | 5.42 | 2.44 | 14.97 | 2.98 | 0.40 | 1.22 | 2.25 | 2.44 | 5.80 | 3.54 | 0.91 | 0.72 | 0.69 | 0.86 | 0.72 | 0.60 | 0.46 | 0.69 | 1.18 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/16/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WMMVF (Wal Mart de Mexico SAB de CV) |
-13.82%
Feb 2006 – Feb 2009 |
-8.77%
Jan 2012 – Jan 2017 |
-1.39%
Jan 2007 – Jan 2017 |
2.62%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WMMVF (Wal Mart de Mexico SAB de CV) |
49.81%
Feb 2009 – Feb 2012 |
24.00%
Mar 2005 – Mar 2010 |
12.54%
Feb 2009 – Feb 2019 |
13.03%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart