Performance analysis of MXF (Mexico Fund)
Annual Return
Over the past 3 years, MXF has had an average annual return of +16.73%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, MXF has had an average annual return of +13.54%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, MXF has had an average annual return of +8.01%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Nov 1, 1999, MXF has had an average annual return of +9.59%, outperforming the benchmark SPY, which returned +8.56% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +13.57% | +61.74% | -27.08% | +35.84% | -1.64% | +17.98% | +3.34% | +11.42% | -12.29% | +15.72% | -11.71% | -12.46% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| -20.61% | +11.53% | +45.36% | -12.05% | +42.92% | +58.52% | -47.38% | -8.96% | +53.69% | +45.10% | +35.91% | +41.89% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -17.48% | +32.37% | -14.09% | +20.86% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +8.16% | +6.44% | -8.24% | +2.64% | +5.30% | -0.52% | +13.57% | ||||||
| 2025 | +4.01% | +4.74% | +0.57% | +10.72% | +7.21% | +5.53% | +3.15% | +1.85% | +8.30% | -0.26% | -0.26% | +4.14% | +61.74% |
| 2024 | -0.64% | -3.68% | +6.54% | -5.24% | -0.45% | -10.66% | -0.23% | -5.75% | +1.62% | -5.75% | -3.28% | -2.58% | -27.08% |
| 2023 | +14.67% | -0.48% | +2.41% | -0.82% | -2.82% | +3.52% | +8.32% | -2.89% | -5.62% | -7.13% | +15.50% | +9.40% | +35.84% |
| 2022 | -4.10% | +2.31% | +8.62% | -8.15% | +5.05% | -8.79% | +1% | -6.11% | -3.55% | +10% | +9.97% | -5.21% | -1.64% |
| 2021 | -4.83% | +0.77% | +8.01% | +2.76% | +4.82% | -0.07% | +2.66% | +4.01% | -7.59% | +2% | -6.28% | +12.19% | +17.98% |
| 2020 | +5.04% | -14.73% | -31.24% | +5.02% | +13.68% | +0.93% | +1.94% | +1.70% | +0.89% | +2.24% | +21.26% | +7.39% | +3.34% |
| 2019 | +12.28% | -2.05% | -3.35% | +5.30% | -7.47% | +3.70% | -4.67% | -1.87% | +3.41% | +4.75% | -2.76% | +5.29% | +11.42% |
| 2018 | +8.07% | -5.27% | +1.31% | +1.69% | -12.00% | +5.29% | +10.87% | -3.55% | +1.62% | -15.61% | -6.28% | +4.41% | -12.29% |
| 2017 | +3.32% | +2.29% | +11.41% | +2.64% | -0.90% | +4.53% | +3.28% | +0.23% | -3.38% | -7.17% | -0.44% | +0% | +15.72% |
Drawdown analysis of MXF (Mexico Fund)
The maximum drawdown for the MXF was -71.79%, occurring on Mar 2, 2009. Recovery took 851 trading sessions.
The current MXF drawdown is -1.35%.
Since Nov 1, 1999 MXF has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 3 times
- 30% or more: 4 times
- 20% or more: 6 times
- 10% or more: 13 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -71.79% | Oct 26, 2007 | 337 | Mar 2, 2009 | 851 | Jul 16, 2012 | 1188 |
| -69.73% | Apr 2, 2013 | 1756 | Mar 23, 2020 | 1352 | Aug 8, 2025 | 3108 |
| -40.98% | Apr 10, 2002 | 212 | Feb 11, 2003 | 226 | Jan 5, 2004 | 438 |
| -34.42% | Mar 8, 2000 | 53 | May 23, 2000 | 251 | May 22, 2001 | 304 |
| -28.66% | Jul 5, 2001 | 51 | Sep 21, 2001 | 71 | Jan 3, 2002 | 122 |
| -23.35% | May 10, 2006 | 23 | Jun 13, 2006 | 80 | Oct 5, 2006 | 103 |
| -16.67% | Apr 2, 2004 | 25 | May 10, 2004 | 142 | Dec 1, 2004 | 167 |
| -16.64% | Jul 13, 2007 | 24 | Aug 16, 2007 | 50 | Oct 26, 2007 | 74 |
| -16.15% | Mar 7, 2005 | 29 | Apr 18, 2005 | 41 | Jun 15, 2005 | 70 |
| -14.03% | Feb 27, 2026 | 15 | Mar 20, 2026 | Ongoing | Ongoing | Ongoing |
| -11.90% | Feb 23, 2007 | 6 | Mar 5, 2007 | 53 | May 18, 2007 | 59 |
| -11.19% | Jan 14, 2000 | 10 | Jan 31, 2000 | 4 | Feb 4, 2000 | 14 |
| -10.85% | Oct 5, 2012 | 27 | Nov 15, 2012 | 24 | Dec 20, 2012 | 51 |
| -9.20% | Feb 10, 2000 | 7 | Feb 22, 2000 | 7 | Mar 2, 2000 | 14 |
| -8.94% | Oct 3, 2005 | 8 | Oct 13, 2005 | 20 | Nov 10, 2005 | 28 |
| -8.51% | Mar 19, 2013 | 2 | Mar 21, 2013 | 7 | Apr 2, 2013 | 9 |
| -8.46% | Dec 17, 1999 | 11 | Jan 4, 2000 | 4 | Jan 10, 2000 | 15 |
| -7.94% | Jan 26, 2006 | 29 | Mar 9, 2006 | 28 | Apr 19, 2006 | 57 |
| -7.50% | Aug 2, 2005 | 20 | Aug 30, 2005 | 4 | Sep 6, 2005 | 24 |
| -7.18% | Feb 1, 2013 | 15 | Feb 25, 2013 | 4 | Mar 1, 2013 | 19 |
| -6.49% | Jun 8, 2001 | 7 | Jun 19, 2001 | 10 | Jul 3, 2001 | 17 |
| -6.13% | Mar 8, 2004 | 5 | Mar 15, 2004 | 10 | Mar 29, 2004 | 15 |
| -6.05% | Jan 3, 2007 | 4 | Jan 9, 2007 | 10 | Jan 24, 2007 | 14 |
| -5.96% | Jan 11, 2006 | 4 | Jan 18, 2006 | 4 | Jan 24, 2006 | 8 |
| -5.93% | Jan 28, 2002 | 19 | Feb 25, 2002 | 5 | Mar 4, 2002 | 24 |