Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GBOOF (Grupo Financiero Banorte S.A.B. de C.V) | 12.50% | 20.94% | 16.87% | 16.28% | 10.79% | 9.12% | NA | … | … |
Data as of 06/10/2026, Common starting date is 04/08/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GBOOF (Grupo Financiero Banorte S.A.B. de C.V) | 04/08/2011 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.68 | 20.94 | 16.87 | 16.28 | 10.79 | 9.12 | NA | … | … | 12.50 | 57.57 | -27.10 | 53.10 | 18.90 | 11.07 | -9.23 | 25.59 | -9.33 | 8.37 | -7.72 | 0.54 | -18.02 | 22.52 | 108.20 | -34.74 |
| Sharpe Ratio | NA | 0.39 | 0.26 | 0.23 | 0.13 | NA | NA | … | … | 0.39 | 0.95 | -0.50 | 0.90 | 0.30 | 0.15 | -0.07 | 0.36 | -0.21 | 0.23 | -0.20 | 0.02 | -0.74 | 0.64 | 2.85 | -1.19 |
| Standard Deviation(%) | NA | 63.75 | 62.67 | 62.59 | 69.68 | NA | NA | … | … | 81.27 | 57.64 | 60.92 | 55.39 | 58.37 | 75.40 | 131.13 | 66.50 | 51.02 | 33.94 | 40.16 | 26.21 | 24.47 | 35.14 | 38.33 | 37.14 |
| Draw Down(%) | NA | 27.59 | 40.93 | 40.93 | 69.07 | NA | NA | … | … | 27.59 | 19.49 | 40.93 | 26.30 | 31.72 | 28.34 | 65.16 | 29.58 | 42.48 | 29.17 | 26.93 | 27.26 | 29.53 | 33.54 | 17.97 | 42.63 |
| Yield(%) | 0.00 | 9.93 | 9.48 | 8.66 | 5.77 | 5.88 | 4.44 | … | … | 5.67 | 13.22 | 6.85 | 9.80 | 0.89 | 0.49 | 0.00 | 0.60 | 0.36 | 0.63 | 0.75 | 1.31 | 3.31 | 11.42 | 0.00 | 3.71 |
Data as of 06/10/2026, Common starting date is 04/08/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GBOOF (Grupo Financiero Banorte S.A.B. de C.V) |
-22.74%
Apr 2017 – Apr 2020 |
-13.81%
Apr 2015 – Apr 2020 |
2.12%
Aug 2014 – Aug 2024 |
9.04%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GBOOF (Grupo Financiero Banorte S.A.B. de C.V) |
51.13%
Apr 2020 – Apr 2023 |
31.68%
Apr 2020 – Apr 2025 |
12.57%
Jan 2016 – Jan 2026 |
9.04%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart