Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IBAAY (Industrias Bachoco S.A.B. de C.V.) | NA | 23.45% | 19.26% | 1.92% | 5.70% | 7.02% | 11.67% | … | … |
Data as of 08/15/2023, Common starting date is 09/19/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IBAAY (Industrias Bachoco S.A.B. de C.V.) | 09/19/1997 | 08/15/2023 |
| 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 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 23.45 | 19.26 | 1.92 | 5.70 | 7.02 | 11.67 | … | … | 14.73 | 19.86 | -5.80 | -13.15 | 31.45 | -30.96 | 16.89 | -0.43 | -1.30 | 23.86 | 44.23 | 46.41 | -21.17 | 5.17 | 58.62 | -54.42 | 9.69 | 48.72 | 37.42 | 37.77 | 20.89 | 15.92 | 4.06 | -34.30 | 4.88 | -47.44 | 10.24 |
| Sharpe Ratio | NA | 0.39 | 0.43 | -0.03 | 0.10 | NA | NA | … | … | 0.35 | 0.67 | -0.24 | -0.32 | 1.08 | -1.11 | 0.70 | -0.02 | -0.05 | 1.09 | 1.74 | 1.94 | -0.74 | 0.15 | 0.98 | -1.05 | 0.21 | 1.86 | 1.13 | 1.34 | 0.96 | 0.63 | 0.06 | -1.28 | 0.04 | -1.37 | 0.83 |
| Standard Deviation(%) | NA | 47.21 | 35.07 | 35.63 | 31.08 | NA | NA | … | … | 58.71 | 27.62 | 23.85 | 41.15 | 27.84 | 29.12 | 23.32 | 29.38 | 27.67 | 21.80 | 25.34 | 24.08 | 28.65 | 33.30 | 59.80 | 52.70 | 32.77 | 24.55 | 31.22 | 27.45 | 21.09 | 23.54 | 27.84 | 30.06 | 36.76 | 37.11 | 45.81 |
| Draw Down(%) | NA | 29.39 | 29.39 | 51.42 | 57.60 | NA | NA | … | … | 29.39 | 15.98 | 17.10 | 45.60 | 16.54 | 40.35 | 16.24 | 17.77 | 28.11 | 18.76 | 12.93 | 11.46 | 39.48 | 29.10 | 40.98 | 61.76 | 25.82 | 16.60 | 25.54 | 33.73 | 11.87 | 22.50 | 22.84 | 39.53 | 42.54 | 65.06 | 20.99 |
| Yield(%) | 0.00 | 1.21 | 2.20 | 1.36 | 2.14 | 2.63 | 6.95 | … | … | 1.13 | 2.31 | 1.94 | 1.29 | 2.15 | 1.54 | 1.76 | 1.75 | 2.40 | 0.00 | 5.32 | 2.25 | 2.03 | 1.62 | 2.47 | 2.14 | 2.42 | 3.29 | 3.03 | 3.90 | 6.88 | 7.74 | 8.88 | 3.85 | 3.71 | 1.93 | 0.00 |
Data as of 08/15/2023, Common starting date is 09/19/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBAAY (Industrias Bachoco S.A.B. de C.V.) |
-25.54%
Dec 1997 – Dec 2000 |
-10.10%
Dec 1997 – Dec 2002 |
4.82%
Mar 1999 – Mar 2009 |
3.93%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBAAY (Industrias Bachoco S.A.B. de C.V.) |
52.82%
May 2004 – May 2007 |
37.54%
Dec 2001 – Dec 2006 |
21.38%
Aug 2004 – Aug 2014 |
19.93%
Oct 1999 – Oct 2014 |
Annualized Rolling Returns Comparison Chart