Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FMXUF (Fomento Económico Mexicano S.A.B. de C.V) | 1.90% | 18.76% | 9.85% | 7.13% | 1.87% | NA | NA | … | … |
Data as of 01/16/2026, Common starting date is 02/08/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FMXUF (Fomento Económico Mexicano S.A.B. de C.V) | 02/08/2012 | 01/16/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.90 | 18.76 | 9.85 | 7.13 | 1.87 | NA | NA | … | … | 1.90 | 16.55 | -28.93 | 57.05 | 5.37 | -2.82 | -16.69 | 11.18 | -5.35 | 13.89 | -16.78 | 9.34 | -2.62 | -3.07 | 34.79 |
| Sharpe Ratio | NA | 0.01 | 0.01 | 0.01 | 0.00 | NA | NA | … | … | 0.00 | 0.01 | -0.49 | 2.01 | 0.12 | -0.13 | -0.27 | 0.30 | -0.30 | 0.83 | -0.71 | 0.40 | -0.10 | -0.12 | 2.05 |
| Standard Deviation(%) | NA | 978.28 | 565.21 | 438.16 | 310.57 | NA | NA | … | … | NA | 980.24 | 66.63 | 26.81 | 32.31 | 22.29 | 61.43 | 32.80 | 22.78 | 16.01 | 24.09 | 23.11 | 26.15 | 25.26 | 19.48 |
| Draw Down(%) | NA | 99.91 | 99.93 | 99.93 | 99.93 | NA | NA | … | … | 0.00 | 99.91 | 41.13 | 14.21 | 23.73 | 20.34 | 43.97 | 19.34 | 20.47 | 12.84 | 19.26 | 12.91 | 18.92 | 26.66 | 6.82 |
| Yield(%) | 1.86 | 6.68 | 3.32 | 2.16 | 1.08 | 1.43 | 1.07 | … | … | 1.86 | 4.59 | 0.90 | 1.25 | 0.11 | 0.13 | 0.21 | 0.24 | 0.22 | 0.25 | 0.83 | 1.57 | 0.00 | 3.28 | 1.90 |
Data as of 01/16/2026, Common starting date is 02/08/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMXUF (Fomento Económico Mexicano S.A.B. de C.V) |
-17.78%
Sep 2017 – Sep 2020 |
-9.47%
Apr 2015 – Apr 2020 |
-3.34%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMXUF (Fomento Económico Mexicano S.A.B. de C.V) |
25.42%
Sep 2020 – Sep 2023 |
13.89%
Apr 2020 – Apr 2025 |
4.69%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart