Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ONZBF (Organización Soriana S. A. B. de C. V) | NA | 0.16% | -8.53% | -16.31% | -11.55% | NA | NA | … | … |
Data as of 08/08/2022, Common starting date is 10/18/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ONZBF (Organización Soriana S. A. B. de C. V) | 10/18/2010 | 08/08/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.16 | -8.53 | -16.31 | -11.55 | NA | NA | … | … | 0.00 | 8.43 | -29.66 | -9.92 | -35.78 | -10.92 | 2.69 | -29.21 | -1.25 | -17.36 | 70.80 | -28.93 | 7.43 |
| Sharpe Ratio | NA | -3.34 | -0.29 | -0.61 | -0.45 | NA | NA | … | … | 0.00 | 0.56 | -0.60 | -1.60 | -1.15 | -0.39 | 0.16 | -0.89 | -0.07 | -0.77 | 2.95 | -0.96 | 2.42 |
| Standard Deviation(%) | NA | 0.17 | 30.63 | 28.09 | 26.84 | NA | NA | … | … | NA | 23.46 | 49.41 | 7.07 | 32.23 | 30.07 | 15.69 | 32.89 | 18.62 | 22.59 | 24.24 | 30.15 | 17.11 |
| Draw Down(%) | NA | 0.17 | 42.40 | 68.58 | 83.26 | NA | NA | … | … | 0.00 | 9.09 | 41.53 | 9.92 | 37.25 | 22.27 | 6.28 | 31.75 | 13.79 | 24.21 | 4.20 | 37.20 | 1.35 |
| Yield(%) | 0.00 | 0.33 | 0.14 | 0.05 | 1.35 | 0.93 | 0.70 | … | … | 0.00 | 0.36 | 0.00 | 0.15 | 0.00 | 0.00 | 0.00 | 0.00 | 12.23 | 0.00 | 0.88 | 0.00 | 0.00 |
Data as of 08/08/2022, Common starting date is 10/18/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ONZBF (Organización Soriana S. A. B. de C. V) |
-32.12%
May 2017 – May 2020 |
-22.67%
Apr 2015 – Apr 2020 |
-12.55%
Dec 2010 – Dec 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ONZBF (Organización Soriana S. A. B. de C. V) |
15.81%
Oct 2011 – Oct 2014 |
2.14%
Oct 2011 – Oct 2016 |
-7.95%
Oct 2011 – Oct 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart