Performance analysis of Fomento Economico Mexicano S.A.B. de C.V. (FMX)
Annual Return
Over the past 3 years, FMX has had an average annual return of +11.66%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, FMX has had an average annual return of +12.26%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, FMX has had an average annual return of +5.77%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Nov 1, 1999, FMX has had an average annual return of +11.88%, outperforming the benchmark SPY, which returned +8.59% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +24.96% | +28.69% | -32.56% | +70.11% | +2.88% | +4.04% | -17.80% | +11.63% | -6.83% | +25.11% | -16.29% | +6.43% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| -10.05% | +0.30% | +46.82% | +26.75% | +18.22% | +62.36% | -20.24% | +0.02% | +62.85% | +41.02% | +45.75% | +3.31% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +8.75% | +18.31% | -32.06% | +35.34% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +6.77% | +7.63% | -1.12% | +8.15% | +0.67% | +1.01% | +24.96% | ||||||
| 2025 | +0.89% | +10.27% | +3.72% | +11.64% | +1.16% | -3.33% | -10.44% | -4.22% | +13.84% | -2.32% | +1.67% | +5.35% | +28.69% |
| 2024 | +3.98% | -8.34% | +4.85% | -8.83% | -2.58% | -6.08% | +3.30% | -6.78% | -3.96% | -0.88% | -7.74% | -4.36% | -32.56% |
| 2023 | +12.39% | +4.69% | +3.56% | +1.92% | +4.79% | +10.17% | +2.17% | -0.64% | -2.99% | +3.90% | +12.88% | +2.73% | +70.11% |
| 2022 | -3.20% | +6.89% | +3.05% | -9.79% | +1.31% | -9.82% | -8.16% | +1.18% | +0.06% | +14.13% | +12.81% | -2.19% | +2.88% |
| 2021 | -10.19% | +0.66% | +9.97% | +2.88% | +6.59% | +3.06% | +3.38% | -0.75% | +0.01% | -5.22% | -13.33% | +9.85% | +4.04% |
| 2020 | -4.59% | -9.74% | -25.65% | +6.31% | +5.25% | -8.42% | -0.81% | -4.07% | -3.67% | -4.31% | +36% | +5.02% | -17.80% |
| 2019 | +5.78% | -0.43% | +1.82% | +5.75% | -3.90% | +3.97% | -6.25% | +0.73% | +0.24% | -2.80% | +3.01% | +3.94% | +11.63% |
| 2018 | +3.88% | -5.37% | -0.94% | +5.72% | -13.09% | +5.36% | +11.79% | -2.30% | +3.22% | -14.04% | +2.83% | -0.81% | -6.83% |
| 2017 | -1.29% | +7.06% | +9.91% | +1.72% | +5.56% | +4.24% | +2.58% | -0.81% | -4.53% | -8.14% | +3.34% | +4.37% | +25.11% |
Drawdown analysis of Fomento Economico Mexicano S.A.B. de C.V. (FMX)
The maximum drawdown for the FMX was -61.02%, occurring on Oct 27, 2008. Recovery took 278 trading sessions.
The current FMX drawdown is -3.72%.
Since Nov 1, 1999 FMX has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 4 times
- 30% or more: 5 times
- 20% or more: 6 times
- 10% or more: 16 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -61.02% | Aug 6, 2008 | 57 | Oct 27, 2008 | 278 | Dec 3, 2009 | 335 |
| -51.74% | Apr 12, 2013 | 1904 | Nov 2, 2020 | 653 | Jun 8, 2023 | 2557 |
| -49.34% | Mar 9, 2000 | 199 | Dec 20, 2000 | 801 | Mar 4, 2004 | 1000 |
| -41.25% | Feb 14, 2024 | 223 | Jan 3, 2025 | 333 | May 5, 2026 | 556 |
| -31.81% | Feb 14, 2007 | 195 | Nov 21, 2007 | 95 | Apr 10, 2008 | 290 |
| -22.99% | May 9, 2006 | 25 | Jun 14, 2006 | 62 | Sep 12, 2006 | 87 |
| -18.38% | Jan 7, 2010 | 19 | Feb 4, 2010 | 123 | Aug 2, 2010 | 142 |
| -18.11% | Apr 2, 2004 | 27 | May 12, 2004 | 145 | Dec 8, 2004 | 172 |
| -16.84% | Feb 11, 2000 | 6 | Feb 22, 2000 | 8 | Mar 3, 2000 | 14 |
| -16.38% | Mar 1, 2005 | 32 | Apr 15, 2005 | 53 | Jun 30, 2005 | 85 |
| -15.97% | Jul 27, 2011 | 8 | Aug 8, 2011 | 57 | Oct 27, 2011 | 65 |
| -15.38% | Aug 29, 2023 | 40 | Oct 25, 2023 | 6 | Nov 2, 2023 | 46 |
| -14.87% | Oct 27, 2011 | 20 | Nov 25, 2011 | 45 | Feb 1, 2012 | 65 |
| -14.20% | Jan 14, 2000 | 10 | Jan 31, 2000 | 6 | Feb 8, 2000 | 16 |
| -12.54% | Sep 9, 2005 | 25 | Oct 14, 2005 | 54 | Jan 3, 2006 | 79 |
| -12.43% | May 29, 2008 | 16 | Jun 20, 2008 | 31 | Aug 5, 2008 | 47 |
| -9.81% | Dec 29, 1999 | 4 | Jan 4, 2000 | 4 | Jan 10, 2000 | 8 |
| -9.57% | Jul 3, 2012 | 36 | Aug 23, 2012 | 15 | Sep 14, 2012 | 51 |
| -8.77% | Apr 3, 2012 | 41 | Jun 1, 2012 | 16 | Jun 25, 2012 | 57 |
| -8.31% | Mar 5, 2004 | 6 | Mar 15, 2004 | 13 | Apr 1, 2004 | 19 |
| -8.21% | Dec 2, 2010 | 39 | Jan 28, 2011 | 23 | Mar 3, 2011 | 62 |
| -7.73% | Oct 17, 2012 | 14 | Nov 8, 2012 | 10 | Nov 23, 2012 | 24 |
| -6.65% | Feb 25, 2013 | 20 | Mar 25, 2013 | 5 | Apr 2, 2013 | 25 |
| -6.51% | Apr 3, 2006 | 6 | Apr 11, 2006 | 14 | May 2, 2006 | 20 |
| -6.47% | Oct 16, 2006 | 10 | Oct 30, 2006 | 7 | Nov 8, 2006 | 17 |