Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GPOVF (Grupo Carso S.A.B. de C.V) | NA | 31.88% | 44.18% | 233.17% | -12.50% | 3.56% | NA | … | … |
Data as of 12/17/2025, Common starting date is 04/27/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GPOVF (Grupo Carso S.A.B. de C.V) | 04/27/2010 | 12/17/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 31.88 | 44.18 | 233.17 | -12.50 | 3.56 | NA | … | … | 31.88 | -37.22 | 219.93 | 51.58 | 10,123.64 | -99.97 | 46.82 | 40.07 | 11.34 | 4.28 | 12.03 | 13.27 | 436.00 | 123.95 | -58.00 | 90.86 |
| Sharpe Ratio | NA | 0.69 | 0.91 | 1.13 | -0.02 | NA | NA | … | … | 0.71 | -0.88 | 5.01 | 0.99 | 22.66 | -0.05 | 1.14 | 0.88 | 0.39 | 0.09 | 0.47 | 0.47 | 2.98 | 3.48 | -0.62 | 3.84 |
| Standard Deviation(%) | NA | 42.16 | 45.00 | 204.18 | 656.90 | NA | NA | … | … | 42.94 | 46.35 | 43.80 | 51.05 | 446.71 | 2,020.42 | 39.94 | 44.03 | 27.53 | 42.84 | 25.33 | 28.31 | 146.14 | 36.04 | 93.53 | 40.74 |
| Draw Down(%) | NA | 18.99 | 39.62 | 39.62 | 100.00 | NA | NA | … | … | 18.99 | 37.22 | 8.76 | 21.46 | 24.51 | 100.00 | 33.05 | 31.59 | 21.82 | 24.35 | 21.72 | 20.13 | 26.22 | 18.46 | 63.07 | 15.38 |
| Yield(%) | 0.00 | 0.73 | 25.81 | 2,125.37 | 15.01 | 14.53 | 18.48 | … | … | 0.73 | 14.84 | 29.26 | 17.23 | 0.00 | 0.00 | 27.63 | 27.57 | 23.20 | 18.97 | 16.44 | 15.24 | 100.43 | 13.91 | 7.68 | 16.50 |
Data as of 12/17/2025, Common starting date is 04/27/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GPOVF (Grupo Carso S.A.B. de C.V) |
-98.52%
Jul 2017 – Jul 2020 |
-91.32%
Jul 2015 – Jul 2020 |
-62.70%
Jul 2010 – Jul 2020 |
4.03%
Nov 2010 – Nov 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GPOVF (Grupo Carso S.A.B. de C.V) |
3,748.85%
Jul 2020 – Jul 2023 |
817.33%
Jul 2020 – Jul 2025 |
32.50%
Jun 2010 – Jun 2020 |
8.47%
Jul 2010 – Jul 2025 |
Annualized Rolling Returns Comparison Chart