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Returns2015
MXMM15:+21.7%
S&P/BMV IPC:-0.4%
Returns2016
MXMM15:+6.2%
S&P/BMV IPC:+6.2%
Returns2017
MXMM15:+17.3%
S&P/BMV IPC:+8.1%
Returns2018
MXMM15:-4.3%
S&P/BMV IPC:-15.6%
Returns2019
MXMM15:+33.2%
S&P/BMV IPC:+4.6%
Returns2020
MXMM15:+24.7%
S&P/BMV IPC:+1.2%
Returns2021
MXMM15:+23.5%
S&P/BMV IPC:+20.9%
Returns2022
MXMM15:+9.9%
S&P/BMV IPC:-9.0%
Returns2023
MXMM15:+20.1%
S&P/BMV IPC:+18.4%
Returns2024
MXMM15:-3.1%
S&P/BMV IPC:-13.7%
Returns2025
MXMM15:+15.7%
S&P/BMV IPC:+15.0%
The total percentage change (either gain or loss) in the portfolio's value during the backtest period.
Shows how the portfolio's returns compare to the S&P/BMV IPC. Positive numbers indicate the portfolio outperformed the index, while negative ones suggest underperformance.
Represents the portfolio's average annualized return, given as a percentage. It illustrates yearly performance irrespective of the total backtest duration.
This metric gauges the portfolio's return relative to the risk taken to achieve it. A higher Sharpe ratio is better, signaling more return per unit of risk.
This rates the portfolio's volatility or likelihood of large value changes. High volatility means potential for larger swings and returns, while low volatility indicates a steadier, less variable trajectory.