Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AMXOF (América Móvil, S.A.B. de C.V.) | NA | 23.32% | 28.94% | 30.84% | 30.51% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 02/15/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMXOF (América Móvil, S.A.B. de C.V.) | 02/15/2013 | 09/26/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 7.22 | 23.32 | 28.94 | 30.84 | 30.51 | NA | NA | … | … | 23.05 | 67.13 | -1.72 | 8.51 | 52.96 | -2.80 | 87.61 | -2.02 | 95.00 | 31.18 | 45.34 | 30.54 | 17.58 |
| Sharpe Ratio | NA | 0.23 | 0.15 | 0.07 | 0.09 | NA | NA | … | … | 0.49 | 0.35 | -0.02 | 0.49 | 0.06 | -0.10 | 1.82 | -0.05 | 2.51 | 0.68 | 0.83 | 1.14 | 0.64 |
| Standard Deviation(%) | NA | 87.83 | 166.74 | 429.83 | 305.71 | NA | NA | … | … | 60.14 | 182.41 | 218.46 | 14.38 | 916.60 | 30.93 | 47.41 | 66.52 | 37.82 | 45.81 | 54.75 | 26.75 | 31.62 |
| Draw Down(%) | NA | 35.29 | 80.74 | 99.82 | 99.82 | NA | NA | … | … | 30.23 | 33.93 | 80.74 | 10.04 | 99.82 | 27.61 | 11.39 | 34.17 | 5.86 | 24.59 | 27.67 | 11.00 | 25.70 |
| Yield(%) | 0.00 | 3.01 | 19.04 | 20.96 | 17.90 | 16.42 | 12.31 | … | … | 1.66 | 49.36 | 3.60 | 2.27 | 3.08 | 1.40 | 54.04 | 19.75 | 47.47 | 35.22 | 51.42 | 23.08 | 19.82 |
Data as of 09/26/2025, Common starting date is 02/15/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMXOF (América Móvil, S.A.B. de C.V.) |
-84.09%
Feb 2018 – Feb 2021 |
-57.94%
Feb 2016 – Feb 2021 |
26.97%
Jun 2014 – Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMXOF (América Móvil, S.A.B. de C.V.) |
743.64%
Feb 2021 – Feb 2024 |
57.86%
Mar 2016 – Mar 2021 |
36.28%
Jul 2014 – Jul 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart