Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WMMVY (Wal Mart de Mexico SAB de CV ADR) | -4.11% | -8.69% | -6.16% | 1.66% | 5.63% | 3.05% | 6.83% | … | … |
Data as of 06/04/2026, Common starting date is 01/12/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WMMVY (Wal Mart de Mexico SAB de CV ADR) | 01/12/2006 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.71 | -8.69 | -6.16 | 1.66 | 5.63 | 3.05 | 6.83 | … | … | -4.11 | 24.52 | -35.02 | 24.84 | -3.40 | 35.33 | 1.67 | 16.72 | 6.96 | 40.99 | -25.75 | 22.39 | -14.62 | -18.36 | 21.54 | -2.71 | 28.56 | 68.96 | -20.41 | -20.63 | 57.71 |
| Sharpe Ratio | NA | -0.41 | -0.27 | -0.02 | 0.12 | NA | NA | … | … | -0.35 | 0.69 | -1.20 | 0.77 | -0.16 | 1.17 | 0.04 | 0.56 | 0.18 | 1.66 | -0.77 | 0.80 | -0.59 | -0.69 | 0.69 | -0.08 | 1.02 | 1.73 | -0.40 | -0.70 | 1.63 |
| Standard Deviation(%) | NA | 27.24 | 31.06 | 29.89 | 30.92 | NA | NA | … | … | 27.25 | 31.83 | 32.18 | 27.58 | 31.19 | 30.14 | 38.94 | 27.27 | 31.99 | 24.41 | 33.61 | 27.98 | 24.64 | 26.58 | 31.22 | 33.63 | 27.99 | 39.84 | 52.82 | 33.92 | 34.86 |
| Draw Down(%) | NA | 20.18 | 39.65 | 39.65 | 39.65 | NA | NA | … | … | 12.37 | 20.22 | 39.65 | 23.50 | 21.23 | 15.03 | 35.25 | 10.05 | 22.79 | 11.89 | 27.72 | 15.75 | 28.59 | 28.22 | 29.57 | 31.33 | 19.42 | 36.80 | 52.31 | 31.66 | 28.79 |
| Yield(%) | 0.00 | 2.72 | 2.58 | 3.21 | 3.82 | 2.83 | 5.30 | … | … | 0.00 | 3.41 | 2.52 | 4.27 | 2.38 | 2.73 | 3.01 | 4.22 | 2.72 | 4.10 | 3.81 | 5.06 | 3.78 | 2.25 | 1.49 | 1.60 | 1.22 | 1.59 | 1.63 | 1.06 | 1.28 |
Data as of 06/04/2026, Common starting date is 01/12/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WMMVY (Wal Mart de Mexico SAB de CV ADR) |
-12.29%
Feb 2006 – Feb 2009 |
-7.48%
Jan 2012 – Jan 2017 |
0.10%
Jan 2007 – Jan 2017 |
2.95%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WMMVY (Wal Mart de Mexico SAB de CV ADR) |
51.87%
Feb 2009 – Feb 2012 |
20.12%
Jan 2009 – Jan 2014 |
13.83%
Feb 2009 – Feb 2019 |
13.23%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart