Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GBOOY (Grupo Financiero Banorte SAB de CV ADR) | 24.21% | 29.04% | 19.92% | 20.82% | 14.21% | 10.49% | NA | … | … |
Data as of 06/12/2026, Common starting date is 01/06/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GBOOY (Grupo Financiero Banorte SAB de CV ADR) | 01/06/2010 | 06/12/2026 |
| 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 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 7.26 | 29.04 | 19.92 | 20.82 | 14.21 | 10.49 | NA | … | … | 24.21 | 58.74 | -30.22 | 53.21 | 20.30 | 22.34 | -0.36 | 19.74 | -7.63 | 12.62 | -6.67 | 0.15 | -20.78 | 9.18 | 116.21 | -34.77 | 27.59 |
| Sharpe Ratio | NA | 0.73 | 0.45 | 0.43 | 0.28 | NA | NA | … | … | 1.11 | 1.61 | -0.82 | 1.36 | 0.49 | 0.59 | -0.01 | 0.48 | -0.21 | 0.39 | -0.17 | 0.00 | -0.82 | 0.25 | 3.60 | -0.78 | 0.86 |
| Standard Deviation(%) | NA | 29.61 | 36.96 | 37.36 | 41.49 | NA | NA | … | … | 34.41 | 34.93 | 41.38 | 36.88 | 39.04 | 37.78 | 63.75 | 37.92 | 43.61 | 31.15 | 41.03 | 27.72 | 25.37 | 36.29 | 32.63 | 44.90 | 32.48 |
| Draw Down(%) | NA | 15.18 | 38.13 | 38.13 | 65.59 | NA | NA | … | … | 15.18 | 15.12 | 38.13 | 18.86 | 29.35 | 17.91 | 62.43 | 26.44 | 44.76 | 26.57 | 27.24 | 27.56 | 30.83 | 34.75 | 15.55 | 45.57 | 24.10 |
| Yield(%) | 0.00 | 10.24 | 10.99 | 11.10 | 8.64 | 6.89 | 6.47 | … | … | 6.33 | 12.64 | 6.82 | 10.32 | 9.20 | 5.05 | 0.00 | 5.72 | 3.05 | 2.75 | 2.64 | 1.21 | 0.46 | 1.29 | 1.32 | 0.88 | 1.08 |
Data as of 06/12/2026, Common starting date is 01/06/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GBOOY (Grupo Financiero Banorte SAB de CV ADR) |
-19.51%
Apr 2017 – Apr 2020 |
-11.56%
Mar 2015 – Mar 2020 |
-2.83%
Mar 2010 – Mar 2020 |
6.55%
Mar 2010 – Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GBOOY (Grupo Financiero Banorte SAB de CV ADR) |
53.05%
Apr 2020 – Apr 2023 |
33.50%
Apr 2020 – Apr 2025 |
14.40%
Feb 2016 – Feb 2026 |
10.63%
Sep 2010 – Sep 2025 |
Annualized Rolling Returns Comparison Chart