Performance analysis of Grupo Simec S.A.B. de C.V. (SIM)
Annual Return
Over the past 3 years, SIM has had an average annual return of -3.29%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, SIM has had an average annual return of +5.95%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, SIM has had an average annual return of +14.26%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Nov 1, 1999, SIM has had an average annual return of +10.23%, outperforming the benchmark SPY, which returned +8.56% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +1.30% | +9.25% | -12.90% | -7.78% | +25.19% | +110.94% | +36.29% | +5.83% | +2.68% | -34.86% | +114.81% | -32.37% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| -19.41% | -14.27% | +101.41% | -9.32% | -6.79% | +69.69% | -52.17% | -27.97% | +262.88% | -48.57% | +141.39% | +254.39% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -28.56% | -37.00% | -56.76% | +89.70% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +6.20% | -2.22% | +0% | -9.06% | +7.16% | +0.10% | +1.30% | ||||||
| 2025 | -6.50% | +0.42% | +2.82% | +6.83% | -2.14% | -1.46% | +6.30% | -2.58% | +0.14% | +1.43% | +3.80% | +0.61% | +9.25% |
| 2024 | -1.25% | -0.88% | +5.70% | -3.88% | +1.71% | -3.58% | -4.08% | -6.55% | +1.54% | -6.04% | +3.42% | +0.97% | -12.90% |
| 2023 | +2.31% | +3.96% | -3.17% | -6.95% | -1.20% | +9.38% | -2.63% | +4.93% | -9.82% | -4.62% | -2.66% | +4.10% | -7.78% |
| 2022 | -3.70% | +10% | +2.45% | -4.61% | +6.33% | +1.95% | -0.66% | -1.69% | -0.48% | -0.07% | +6.22% | +8.13% | +25.19% |
| 2021 | -1.91% | +4.34% | -10.31% | +23.41% | +46.21% | +35.87% | -19.04% | +6.36% | -3.08% | +10.20% | -12.95% | +17.09% | +110.94% |
| 2020 | +0.69% | -6.65% | -19.68% | -11.85% | +6.08% | -7.24% | +3.42% | -5.66% | +17% | +26.28% | +4.44% | +38.25% | +36.29% |
| 2019 | +0.31% | -3.22% | -7.83% | +6.40% | -14.98% | +4.36% | +8.60% | +8.89% | -2.92% | -1.07% | +0.76% | +9.48% | +5.83% |
| 2018 | +9.63% | -4.39% | -7.14% | +6.19% | -2.73% | +0.96% | +3.58% | -13.94% | +6.74% | -9.97% | +10.70% | +6.67% | +2.68% |
| 2017 | -3.86% | +3.41% | -9.46% | -13.93% | -9.53% | +6.66% | -0.28% | +0% | -4.02% | -4.09% | +5.69% | -10.18% | -34.86% |
Drawdown analysis of Grupo Simec S.A.B. de C.V. (SIM)
The maximum drawdown for the SIM was -84.22%, occurring on Nov 20, 2008. Recovery took 3137 trading sessions.
The current SIM drawdown is -18.80%.
Since Nov 1, 1999 SIM has experienced the following drawdowns:
- 50% or more: 3 times
- 40% or more: 4 times
- 30% or more: 5 times
- 20% or more: 11 times
- 10% or more: 16 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -84.22% | Nov 29, 2006 | 498 | Nov 20, 2008 | 3137 | May 11, 2021 | 3635 |
| -83.80% | Mar 31, 2000 | 392 | Oct 25, 2001 | 778 | Nov 29, 2004 | 1170 |
| -57.13% | Dec 29, 2004 | 95 | May 16, 2005 | 247 | May 9, 2006 | 342 |
| -40.13% | Aug 9, 2023 | 372 | Feb 3, 2025 | Ongoing | Ongoing | Ongoing |
| -37.61% | May 10, 2006 | 23 | Jun 13, 2006 | 30 | Jul 26, 2006 | 53 |
| -26.59% | Nov 26, 1999 | 42 | Jan 27, 2000 | 45 | Mar 31, 2000 | 87 |
| -25.85% | Jul 1, 2021 | 106 | Dec 1, 2021 | 17 | Dec 27, 2021 | 123 |
| -21.62% | Apr 7, 2022 | 31 | May 23, 2022 | 154 | Jan 3, 2023 | 185 |
| -21.43% | Nov 10, 1999 | 3 | Nov 15, 1999 | 3 | Nov 18, 1999 | 6 |
| -21.27% | Jan 4, 2023 | 95 | May 22, 2023 | 54 | Aug 9, 2023 | 149 |
| -21.06% | Aug 4, 2006 | 3 | Aug 9, 2006 | 18 | Sep 5, 2006 | 21 |
| -19.61% | Dec 27, 2021 | 11 | Jan 11, 2022 | 36 | Mar 4, 2022 | 47 |
| -14.31% | Sep 21, 2006 | 2 | Sep 25, 2006 | 11 | Oct 10, 2006 | 13 |
| -14.21% | Sep 5, 2006 | 4 | Sep 11, 2006 | 7 | Sep 20, 2006 | 11 |
| -12.21% | Dec 1, 2004 | 7 | Dec 10, 2004 | 7 | Dec 21, 2004 | 14 |
| -11.67% | Mar 7, 2022 | 7 | Mar 16, 2022 | 15 | Apr 6, 2022 | 22 |
| -9.94% | May 14, 2021 | 4 | May 20, 2021 | 12 | Jun 8, 2021 | 16 |
| -9.04% | Oct 26, 2006 | 3 | Oct 31, 2006 | 9 | Nov 13, 2006 | 12 |
| -8.55% | Jun 9, 2021 | 1 | Jun 10, 2021 | 10 | Jun 24, 2021 | 11 |
| -8.33% | Nov 19, 1999 | 1 | Nov 22, 1999 | 2 | Nov 24, 1999 | 3 |
| -8.28% | May 11, 2021 | 1 | May 12, 2021 | 1 | May 13, 2021 | 2 |
| -8.07% | Oct 13, 2006 | 6 | Oct 23, 2006 | 1 | Oct 24, 2006 | 7 |
| -7.33% | Nov 3, 1999 | 1 | Nov 4, 1999 | 2 | Nov 8, 1999 | 3 |
| -5.90% | Nov 15, 2006 | 2 | Nov 17, 2006 | 1 | Nov 20, 2006 | 3 |
| -3.50% | Jul 26, 2006 | 1 | Jul 27, 2006 | 2 | Jul 31, 2006 | 3 |