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ADRNY vs. FMX
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

ADRNY vs. FMX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Koninklijke Ahold Delhaize NV ADR (ADRNY) and Fomento Económico Mexicano, S.A.B. de C.V. (FMX). The values are adjusted to include any dividend payments, if applicable.

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ADRNY vs. FMX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ADRNY
Koninklijke Ahold Delhaize NV ADR
16.73%29.32%18.13%3.51%-13.54%25.58%16.59%3.28%17.79%7.51%
FMX
Fomento Económico Mexicano, S.A.B. de C.V.
15.80%29.05%-32.57%70.14%2.91%4.05%-17.78%11.64%-6.85%25.12%

Fundamentals

Market Cap

ADRNY:

$42.56B

FMX:

$39.24B

EPS

ADRNY:

$2.62

FMX:

$88.50

PE Ratio

ADRNY:

18.19

FMX:

1.28

PEG Ratio

ADRNY:

4.41

FMX:

1.27

PS Ratio

ADRNY:

0.47

FMX:

0.03

PB Ratio

ADRNY:

3.00

FMX:

0.12

Total Revenue (TTM)

ADRNY:

$92.35B

FMX:

$840.95B

Gross Profit (TTM)

ADRNY:

$24.51B

FMX:

$337.75B

EBITDA (TTM)

ADRNY:

$6.55B

FMX:

$117.32B

Returns By Period

In the year-to-date period, ADRNY achieves a 16.73% return, which is significantly higher than FMX's 15.80% return. Over the past 10 years, ADRNY has outperformed FMX with an annualized return of 13.89%, while FMX has yielded a comparatively lower 4.54% annualized return.


ADRNY

1D
2.34%
1M
-1.31%
YTD
16.73%
6M
18.82%
1Y
31.82%
3Y*
15.78%
5Y*
15.00%
10Y*
13.89%

FMX

1D
1.84%
1M
0.69%
YTD
15.80%
6M
25.17%
1Y
26.20%
3Y*
12.05%
5Y*
12.59%
10Y*
4.54%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

ADRNY vs. FMX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ADRNY
ADRNY Risk / Return Rank: 8383
Overall Rank
ADRNY Sharpe Ratio Rank: 8484
Sharpe Ratio Rank
ADRNY Sortino Ratio Rank: 8585
Sortino Ratio Rank
ADRNY Omega Ratio Rank: 8383
Omega Ratio Rank
ADRNY Calmar Ratio Rank: 8484
Calmar Ratio Rank
ADRNY Martin Ratio Rank: 8181
Martin Ratio Rank

FMX
FMX Risk / Return Rank: 6969
Overall Rank
FMX Sharpe Ratio Rank: 7474
Sharpe Ratio Rank
FMX Sortino Ratio Rank: 6767
Sortino Ratio Rank
FMX Omega Ratio Rank: 6464
Omega Ratio Rank
FMX Calmar Ratio Rank: 6969
Calmar Ratio Rank
FMX Martin Ratio Rank: 7070
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ADRNY vs. FMX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Koninklijke Ahold Delhaize NV ADR (ADRNY) and Fomento Económico Mexicano, S.A.B. de C.V. (FMX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


ADRNYFMXDifference

Sharpe ratio

Return per unit of total volatility

1.53

1.01

+0.52

Sortino ratio

Return per unit of downside risk

2.45

1.53

+0.92

Omega ratio

Gain probability vs. loss probability

1.32

1.19

+0.13

Calmar ratio

Return relative to maximum drawdown

2.91

1.41

+1.50

Martin ratio

Return relative to average drawdown

6.74

3.56

+3.19

ADRNY vs. FMX - Sharpe Ratio Comparison

The current ADRNY Sharpe Ratio is 1.53, which is higher than the FMX Sharpe Ratio of 1.01. The chart below compares the historical Sharpe Ratios of ADRNY and FMX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


ADRNYFMXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.53

1.01

+0.52

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.74

0.50

+0.24

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.62

0.17

+0.45

Sharpe Ratio (All Time)

Calculated using the full available price history

0.57

0.32

+0.25

Correlation

The correlation between ADRNY and FMX is 0.19, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

ADRNY vs. FMX - Dividend Comparison

ADRNY's dividend yield for the trailing twelve months is around 2.60%, less than FMX's 9.80% yield.


TTM20252024202320222021202020192018201720162015
ADRNY
Koninklijke Ahold Delhaize NV ADR
2.60%3.04%3.71%4.11%3.63%2.59%3.54%3.71%2.58%2.32%8.67%2.22%
FMX
Fomento Económico Mexicano, S.A.B. de C.V.
9.80%8.42%3.64%1.60%2.17%1.47%1.88%1.62%1.73%1.43%1.77%1.49%

Drawdowns

ADRNY vs. FMX - Drawdown Comparison

The maximum ADRNY drawdown since its inception was -27.42%, smaller than the maximum FMX drawdown of -61.02%. Use the drawdown chart below to compare losses from any high point for ADRNY and FMX.


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Drawdown Indicators


ADRNYFMXDifference

Max Drawdown

Largest peak-to-trough decline

-27.42%

-61.02%

+33.60%

Max Drawdown (1Y)

Largest decline over 1 year

-10.85%

-20.85%

+10.00%

Max Drawdown (5Y)

Largest decline over 5 years

-27.42%

-41.26%

+13.84%

Max Drawdown (10Y)

Largest decline over 10 years

-27.42%

-45.45%

+18.03%

Current Drawdown

Current decline from peak

-3.31%

-7.61%

+4.30%

Average Drawdown

Average peak-to-trough decline

-6.78%

-18.85%

+12.07%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.69%

8.29%

-3.60%

Volatility

ADRNY vs. FMX - Volatility Comparison

The current volatility for Koninklijke Ahold Delhaize NV ADR (ADRNY) is 5.69%, while Fomento Económico Mexicano, S.A.B. de C.V. (FMX) has a volatility of 8.38%. This indicates that ADRNY experiences smaller price fluctuations and is considered to be less risky than FMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ADRNYFMXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.69%

8.38%

-2.69%

Volatility (6M)

Calculated over the trailing 6-month period

15.80%

17.50%

-1.70%

Volatility (1Y)

Calculated over the trailing 1-year period

20.89%

26.08%

-5.19%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.26%

25.29%

-5.03%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.43%

26.86%

-4.43%

Financials

ADRNY vs. FMX - Financials Comparison

This section allows you to compare key financial metrics between Koninklijke Ahold Delhaize NV ADR and Fomento Económico Mexicano, S.A.B. de C.V.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.0050.00B100.00B150.00B200.00BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
23.49B
229.56B
(ADRNY) Total Revenue
(FMX) Total Revenue
Values in USD except per share items

ADRNY vs. FMX - Profitability Comparison

The chart below illustrates the profitability comparison between Koninklijke Ahold Delhaize NV ADR and Fomento Económico Mexicano, S.A.B. de C.V. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

30.0%35.0%40.0%45.0%50.0%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
26.8%
39.8%
Portfolio components
ADRNY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Koninklijke Ahold Delhaize NV ADR reported a gross profit of 6.28B and revenue of 23.49B. Therefore, the gross margin over that period was 26.8%.

FMX - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Fomento Económico Mexicano, S.A.B. de C.V. reported a gross profit of 91.42B and revenue of 229.56B. Therefore, the gross margin over that period was 39.8%.

ADRNY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Koninklijke Ahold Delhaize NV ADR reported an operating income of 767.73M and revenue of 23.49B, resulting in an operating margin of 3.3%.

FMX - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Fomento Económico Mexicano, S.A.B. de C.V. reported an operating income of 24.55B and revenue of 229.56B, resulting in an operating margin of 10.7%.

ADRNY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Koninklijke Ahold Delhaize NV ADR reported a net income of 577.00M and revenue of 23.49B, resulting in a net margin of 2.5%.

FMX - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Fomento Económico Mexicano, S.A.B. de C.V. reported a net income of 8.52B and revenue of 229.56B, resulting in a net margin of 3.7%.