Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CXMSF (CEMEX S.A.B. de C.V) | -7.50% | 56.43% | 19.29% | 6.50% | 6.03% | 2.86% | NA | … | … |
Data as of 06/09/2026, Common starting date is 02/17/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CXMSF (CEMEX S.A.B. de C.V) | 02/17/2009 | 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 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -14.62 | 56.43 | 19.29 | 6.50 | 6.03 | 2.86 | NA | … | … | -7.50 | 113.91 | -28.54 | 100.00 | -39.39 | 22.22 | 45.95 | -21.60 | -36.00 | -4.88 | 57.69 | -50.48 | -8.70 | 23.30 | 76.36 | -47.12 | -10.34 | 39.76 |
| Sharpe Ratio | NA | 1.52 | 0.36 | 0.11 | 0.08 | NA | NA | … | … | 0.13 | 2.42 | -0.55 | 1.38 | -0.52 | 0.30 | 0.36 | -0.32 | -0.61 | -0.14 | 1.32 | -1.28 | -0.35 | 0.71 | 1.77 | -0.77 | -0.21 | 0.48 |
| Standard Deviation(%) | NA | 48.31 | 58.03 | 64.58 | 71.67 | NA | NA | … | … | 56.31 | 46.88 | 64.10 | 70.01 | 78.65 | 74.39 | 125.25 | 72.91 | 61.08 | 39.81 | 43.47 | 39.59 | 24.73 | 32.55 | 43.61 | 61.25 | 48.54 | 96.10 |
| Draw Down(%) | NA | 22.22 | 50.06 | 65.17 | 85.04 | NA | NA | … | … | 22.22 | 29.01 | 43.92 | 32.93 | 54.41 | 34.44 | 66.67 | 50.23 | 48.86 | 31.37 | 21.74 | 51.89 | 27.01 | 16.47 | 38.82 | 73.83 | 34.43 | 49.40 |
| Yield(%) | 0.00 | 1.14 | 0.81 | 0.39 | 0.34 | 0.21 | 0.16 | … | … | 0.18 | 1.40 | 0.80 | 0.00 | 0.00 | 0.00 | 0.00 | 1.40 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/09/2026, Common starting date is 02/17/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CXMSF (CEMEX S.A.B. de C.V) |
-40.19%
Mar 2017 – Mar 2020 |
-27.49%
Mar 2015 – Mar 2020 |
-14.95%
Mar 2010 – Mar 2020 |
-4.25%
Nov 2009 – Nov 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CXMSF (CEMEX S.A.B. de C.V) |
58.83%
Sep 2011 – Sep 2014 |
26.17%
Mar 2020 – Mar 2025 |
11.90%
Jan 2016 – Jan 2026 |
4.20%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart