Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AMXVF (América Móvil S.A.B. de C.V) | NA | -2.51% | 37.90% | 20.35% | 17.32% | NA | NA | … | … |
Data as of 03/30/2023, Common starting date is 04/06/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMXVF (América Móvil S.A.B. de C.V) | 04/06/2010 | 03/30/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 10.53 | -2.51 | 37.90 | 20.35 | 17.32 | NA | NA | … | … | 12.90 | -8.67 | 86.53 | 1.81 | 38.75 | 3.85 | 69.28 | 17.45 | -32.89 | -3.58 | 26.44 | 1.59 | 0.86 | 24.08 |
| Sharpe Ratio | NA | -0.10 | 0.50 | 0.29 | 0.31 | NA | NA | … | … | 1.50 | -0.18 | 1.01 | 0.02 | 0.86 | 0.06 | 1.75 | 0.38 | -1.20 | -0.14 | 0.78 | 0.06 | 0.02 | 1.03 |
| Standard Deviation(%) | NA | 53.54 | 73.47 | 66.46 | 52.99 | NA | NA | … | … | 39.71 | 56.74 | 85.43 | 87.06 | 43.68 | 43.72 | 39.36 | 44.89 | 27.46 | 25.33 | 33.74 | 27.13 | 42.55 | 32.54 |
| Draw Down(%) | NA | 30.76 | 36.71 | 51.61 | 55.29 | NA | NA | … | … | 12.04 | 30.76 | 23.08 | 51.61 | 17.65 | 31.74 | 9.57 | 30.00 | 36.94 | 19.02 | 29.46 | 19.29 | 17.85 | 18.92 |
| Yield(%) | 0.00 | 1.82 | 14.88 | 12.84 | 11.43 | 4.70 | 3.52 | … | … | 0.00 | 1.92 | 28.38 | 2.67 | 26.39 | 20.00 | 25.81 | 22.06 | 3.64 | 1.74 | 19.47 | 1.77 | 9.31 | 12.45 |
Data as of 03/30/2023, Common starting date is 04/06/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMXVF (América Móvil S.A.B. de C.V) |
-11.32%
Jan 2013 – Jan 2016 |
-5.22%
Jun 2011 – Jun 2016 |
7.28%
Oct 2010 – Oct 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMXVF (América Móvil S.A.B. de C.V) |
45.42%
May 2019 – May 2022 |
37.19%
Sep 2016 – Sep 2021 |
17.36%
May 2012 – May 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart