Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BMBOY (Grupo Bimbo SAB de CV ADR) | -1.45% | 21.03% | -14.08% | 8.35% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 06/21/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BMBOY (Grupo Bimbo SAB de CV ADR) | 06/21/2016 | 06/09/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.93 | 21.03 | -14.08 | 8.35 | NA | NA | NA | … | … | -1.45 | 25.38 | -46.80 | 21.03 | 39.51 | 46.13 | 25.36 | -14.72 | -4.03 | -4.74 | -24.75 |
| Sharpe Ratio | NA | 0.37 | -0.41 | 0.13 | NA | NA | NA | … | … | -0.13 | 0.47 | -1.22 | 0.38 | 0.51 | 0.78 | 0.33 | -0.50 | -0.16 | -0.19 | -1.72 |
| Standard Deviation(%) | NA | 38.93 | 42.90 | 53.28 | NA | NA | NA | … | … | 37.74 | 48.08 | 41.34 | 45.64 | 75.33 | 59.39 | 75.34 | 32.37 | 34.49 | 29.23 | 24.27 |
| Draw Down(%) | NA | 22.84 | 55.98 | 56.29 | NA | NA | NA | … | … | 22.84 | 22.37 | 48.60 | 29.49 | 27.02 | 24.14 | 40.34 | 24.89 | 30.73 | 18.50 | 27.88 |
| Yield(%) | 0.00 | 2.34 | 1.08 | 2.43 | 1.32 | 0.88 | 0.66 | … | … | 1.90 | 1.93 | 1.09 | 1.03 | 1.96 | 2.31 | 1.14 | 1.08 | 0.80 | 0.65 | 0.00 |
Data as of 06/09/2026, Common starting date is 06/21/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BMBOY (Grupo Bimbo SAB de CV ADR) |
-15.06%
Jul 2016 – Jul 2019 |
-4.96%
Jul 2016 – Jul 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BMBOY (Grupo Bimbo SAB de CV ADR) |
52.77%
Apr 2020 – Apr 2023 |
24.32%
May 2018 – May 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart