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VIST: Vista Energy, S.A.B. de C.V. (STOCK)
Basic Info 74.42 2.1(2.74%) June 05
| Asset Class: | EQUITY |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 07/26/2019 |
| Last Dividend Date: | - |
| 12-Mo. Yield | 0.00% |
| Expenses | - |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | Since 07/26/2019 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.3 | 52.9 | 53.1 | 50.1 | 79.3 | 35.9 | -12.3 | 83.4 | 88.4 | 193.8 | 108.2 | -67.4 | -13.7 |
| Sharpe Ratio | NA | 3.43 | 1.02 | 0.98 | 1.49 | 0.55 | -0.28 | 1.98 | 1.77 | 3.2 | 2.03 | -0.73 | -0.37 |
| Draw Down(%) | NA | 16.2 | 36.5 | 43.4 | 43.4 | 81.2 | 43.4 | 18.1 | 22.0 | 37.5 | 28.6 | 76.8 | 60.4 |
| Standard Deviation(%) | NA | 48.7 | 49.3 | 47.5 | 51.6 | 61.5 | 54.7 | 40.2 | 48.6 | 60.5 | 53.4 | 92.1 | 82.0 |
| Treynor Ratio | NA | -3.25 | 3.97 | 0.56 | 0.88 | 0.3 | -0.13 | 0.99 | 0.93 | 2.49 | 0.78 | -0.49 | -0.16 |
| Alpha | NA | 0.47 | 0.2 | 0.14 | 0.24 | 0.13 | -0.08 | 0.2 | 0.21 | 0.56 | 0.22 | -0.42 | -0.12 |
| Beta | NA | -0.51 | 0.13 | 0.84 | 0.88 | 1.12 | 1.21 | 0.81 | 0.92 | 0.78 | 1.39 | 1.39 | 1.88 |
| RSquared | NA | 0.02 | 0.0 | 0.07 | 0.09 | 0.14 | 0.17 | 0.07 | 0.06 | 0.1 | 0.13 | 0.29 | 0.09 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 0.0 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/26/2019
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