Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VTMX (Corporación Inmobiliaria Vesta, S.A.B. de C.V.) | 12.34% | 21.56% | NA | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/29/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VTMX (Corporación Inmobiliaria Vesta, S.A.B. de C.V.) | 06/29/2023 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.23 | 21.56 | NA | NA | NA | NA | NA | … | … | 12.34 | 23.05 | -34.01 | 29.16 |
| Sharpe Ratio | NA | 0.79 | NA | NA | NA | NA | NA | … | … | 1.06 | 0.70 | -1.22 | 1.74 |
| Standard Deviation(%) | NA | 23.94 | NA | NA | NA | NA | NA | … | … | 27.05 | 28.80 | 30.74 | 35.87 |
| Draw Down(%) | NA | 14.31 | NA | NA | NA | NA | NA | … | … | 14.31 | 19.22 | 42.02 | 21.29 |
| Yield(%) | 0.00 | 2.90 | 2.43 | 1.46 | 0.73 | 0.49 | 0.37 | … | … | 1.39 | 3.09 | 1.78 | 1.13 |
Data as of 06/05/2026, Common starting date is 06/29/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VTMX (Corporación Inmobiliaria Vesta, S.A.B. de C.V.) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VTMX (Corporación Inmobiliaria Vesta, S.A.B. de C.V.) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart