Performance analysis of MXE (Mexico Equity And Income Fund)
Annual Return
Over the past 3 years, MXE has had an average annual return of +13.46%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, MXE has had an average annual return of +3.91%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, MXE has had an average annual return of +3.18%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Nov 1, 1999, MXE has had an average annual return of +8.94%, outperforming the benchmark SPY, which returned +8.56% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +8.72% | +57.10% | -25.74% | +30.97% | -1.57% | -8.42% | -16.03% | +16.37% | -1.84% | +12.40% | -14.78% | -10.23% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| -4.57% | +19.24% | +45.13% | -12.18% | +48.41% | +22.21% | -47.47% | +24.39% | +65.78% | -0.08% | +66.57% | +36.10% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -18.51% | +18.65% | -5.78% | +34.27% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +7.27% | +6.48% | -8.77% | +1.86% | +4.87% | -2.32% | +8.72% | ||||||
| 2025 | +3.61% | +5.77% | -0.91% | +8.55% | +5.34% | +5% | +1.91% | +4.31% | +6.65% | -1.94% | +1.46% | +6.82% | +57.10% |
| 2024 | -1.16% | -0.99% | +5.47% | -4.41% | -3.71% | -9.77% | -0.10% | -7.61% | +3.50% | -4.80% | -3.44% | -1.34% | -25.74% |
| 2023 | +14.35% | -0.43% | +0.73% | -0.30% | -2.19% | +2.25% | +6.56% | -5.05% | -7.48% | -5.64% | +14.43% | +13.30% | +30.97% |
| 2022 | -2.13% | +3.09% | +1.44% | -6.57% | +3.63% | -9.16% | -1.87% | -0.89% | -3.33% | +9.54% | +10.84% | -4.22% | -1.57% |
| 2021 | -7.29% | +3.76% | +8.86% | +9.51% | +6.45% | +1.18% | +2.83% | +2.26% | -14.78% | -20.87% | -6.33% | +11.64% | -8.42% |
| 2020 | -1.04% | -8.54% | -33.62% | -1.43% | +13.10% | -1.29% | +0.65% | +4.66% | -4.70% | +1.30% | +17.63% | +6.15% | -16.03% |
| 2019 | +11.42% | -5.70% | +0.38% | +5.46% | -8.66% | +8.50% | -6.94% | -1.26% | +3.12% | +4.01% | -1.01% | +8.21% | +16.37% |
| 2018 | +9.36% | -3.74% | +1.48% | -0.27% | -11.07% | +6.28% | +10.36% | -1.93% | +9.84% | -18.08% | -0.60% | +0.71% | -1.84% |
| 2017 | +0.52% | +3.06% | +14.28% | +1.88% | -1.45% | +4.77% | +4.03% | +1.18% | -3.58% | -9.57% | +0.86% | -2.49% | +12.40% |
Drawdown analysis of MXE (Mexico Equity And Income Fund)
The maximum drawdown for the MXE was -81.73%, occurring on Mar 9, 2009. Recovery took 1332 trading sessions.
The current MXE drawdown is -5.28%.
Since Nov 1, 1999 MXE has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 3 times
- 30% or more: 3 times
- 20% or more: 6 times
- 10% or more: 11 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -81.73% | Jul 24, 2007 | 409 | Mar 9, 2009 | 1332 | Jun 23, 2014 | 1741 |
| -59.01% | Sep 5, 2014 | 1395 | Mar 23, 2020 | 1468 | Jan 26, 2026 | 2863 |
| -41.00% | Mar 9, 2000 | 384 | Sep 21, 2001 | 586 | Jan 21, 2004 | 970 |
| -25.98% | Dec 15, 2005 | 123 | Jun 14, 2006 | 65 | Sep 15, 2006 | 188 |
| -25.06% | Mar 8, 2005 | 28 | Apr 18, 2005 | 98 | Sep 6, 2005 | 126 |
| -23.19% | Apr 13, 2004 | 19 | May 10, 2004 | 124 | Nov 4, 2004 | 143 |
| -18.50% | Feb 26, 2007 | 5 | Mar 5, 2007 | 15 | Mar 26, 2007 | 20 |
| -14.14% | Feb 20, 2026 | 20 | Mar 20, 2026 | Ongoing | Ongoing | Ongoing |
| -13.07% | May 1, 2007 | 8 | May 11, 2007 | 27 | Jun 20, 2007 | 35 |
| -10.54% | Jan 3, 2005 | 15 | Jan 25, 2005 | 8 | Feb 4, 2005 | 23 |
| -10.48% | Dec 27, 2006 | 5 | Jan 5, 2007 | 20 | Feb 5, 2007 | 25 |
| -8.59% | Oct 3, 2005 | 14 | Oct 21, 2005 | 16 | Nov 14, 2005 | 30 |
| -7.79% | Apr 10, 2007 | 3 | Apr 13, 2007 | 8 | Apr 25, 2007 | 11 |
| -6.54% | Oct 26, 2006 | 5 | Nov 2, 2006 | 12 | Nov 20, 2006 | 17 |
| -6.40% | Dec 1, 2004 | 8 | Dec 13, 2004 | 8 | Dec 23, 2004 | 16 |
| -6.26% | Dec 31, 1999 | 2 | Jan 4, 2000 | 22 | Feb 4, 2000 | 24 |
| -6.12% | Feb 7, 2007 | 3 | Feb 12, 2007 | 2 | Feb 14, 2007 | 5 |
| -5.07% | Nov 21, 2005 | 5 | Nov 29, 2005 | 8 | Dec 9, 2005 | 13 |
| -5.05% | Dec 8, 2006 | 3 | Dec 13, 2006 | 8 | Dec 26, 2006 | 11 |
| -4.60% | Jan 28, 2026 | 3 | Feb 2, 2026 | 4 | Feb 6, 2026 | 7 |
| -4.08% | Mar 9, 2004 | 5 | Mar 16, 2004 | 7 | Mar 25, 2004 | 12 |
| -4.06% | Jun 20, 2007 | 3 | Jun 25, 2007 | 6 | Jul 3, 2007 | 9 |
| -3.51% | Sep 21, 2006 | 2 | Sep 25, 2006 | 5 | Oct 2, 2006 | 7 |
| -3.44% | Jul 24, 2014 | 9 | Aug 6, 2014 | 8 | Aug 18, 2014 | 17 |
| -3.27% | Apr 5, 2004 | 2 | Apr 7, 2004 | 2 | Apr 12, 2004 | 4 |