FMX vs. ADRNY
FMX (Fomento Económico Mexicano, S.A.B. de C.V.) and ADRNY (Koninklijke Ahold Delhaize NV ADR) are both stocks. Both are in the Consumer Defensive sector — FMX in Beverages - Brewers, ADRNY in Grocery Stores. Over the past 10 years, FMX returned 5.85%/yr vs 12.02%/yr for ADRNY. At a 0.19 correlation, their price movements are largely independent.
Performance
FMX vs. ADRNY - Performance Comparison
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Returns By Period
In the year-to-date period, FMX achieves a 27.43% return, which is significantly higher than ADRNY's 1.47% return. Over the past 10 years, FMX has underperformed ADRNY with an annualized return of 5.85%, while ADRNY has yielded a comparatively higher 12.02% annualized return.
FMX
- 1D
- 0.59%
- 1M
- 1.02%
- YTD
- 27.43%
- 6M
- 26.93%
- 1Y
- 28.06%
- 3Y*
- 12.00%
- 5Y*
- 12.60%
- 10Y*
- 5.85%
ADRNY
- 1D
- -0.32%
- 1M
- -11.01%
- YTD
- 1.47%
- 6M
- 2.52%
- 1Y
- 0.53%
- 3Y*
- 12.68%
- 5Y*
- 10.52%
- 10Y*
- 12.02%
FMX vs. ADRNY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FMX Fomento Económico Mexicano, S.A.B. de C.V. | 27.43% | 29.05% | -32.57% | 70.14% | 2.91% | 4.05% | -17.78% | 11.64% | -6.85% | 25.12% |
ADRNY Koninklijke Ahold Delhaize NV ADR | 1.47% | 29.32% | 18.13% | 3.51% | -13.54% | 25.58% | 16.59% | 3.28% | 17.79% | 7.51% |
Correlation
The correlation between FMX and ADRNY is 0.17, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.17 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.19 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.22 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.21 |
Correlation (All Time) Calculated using the full available price history since Apr 4, 2014 | 0.19 |
Fundamentals
FMX:
$4.17B
ADRNY:
$36.13B
FMX:
$420.44
ADRNY:
$2.63
FMX:
0.29
ADRNY:
15.50
FMX:
1.50
ADRNY:
3.76
FMX:
0.01
ADRNY:
0.40
FMX:
0.35
ADRNY:
2.44
FMX:
$657.73B
ADRNY:
$91.35B
FMX:
$267.76B
ADRNY:
$24.31B
FMX:
$56.36B
ADRNY:
$7.58B
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Return for Risk
FMX vs. ADRNY — Risk / Return Rank
FMX
ADRNY
FMX vs. ADRNY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fomento Económico Mexicano, S.A.B. de C.V. (FMX) and Koninklijke Ahold Delhaize NV ADR (ADRNY). 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.
| FMX | ADRNY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.12 | ||
| Sortino ratioReturn per unit of downside risk | +1.52 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.02 | +0.18 |
| Calmar ratioReturn relative to maximum drawdown | 1.39 | 0.03 | +1.36 |
| Martin ratioReturn relative to average drawdown | 3.58 | 0.09 | +3.49 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FMX | ADRNY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.14 | 0.03 | +1.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.52 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.22 | 0.53 | -0.32 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 0.50 | -0.17 |
Drawdowns
FMX vs. ADRNY - Drawdown Comparison
The maximum FMX drawdown since its inception was -61.02%, which is greater than ADRNY's maximum drawdown of -27.42%. Use the drawdown chart below to compare losses from any high point for FMX and ADRNY.
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Drawdown Indicators
| FMX | ADRNY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.02% | -27.42% | -33.60% |
Max Drawdown (1Y)Largest decline over 1 year | -20.27% | -17.25% | -3.02% |
Max Drawdown (3Y)Largest decline over 3 years | -41.26% | -19.48% | -21.78% |
Max Drawdown (5Y)Largest decline over 5 years | -41.26% | -27.42% | -13.84% |
Max Drawdown (10Y)Largest decline over 10 years | -45.45% | -27.42% | -18.03% |
Current DrawdownCurrent decline from peak | -1.87% | -16.82% | +14.95% |
Average DrawdownAverage peak-to-trough decline | -18.75% | -6.79% | -11.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.85% | 5.74% | +2.11% |
Volatility
FMX vs. ADRNY - Volatility Comparison
The current volatility for Fomento Económico Mexicano, S.A.B. de C.V. (FMX) is 5.24%, while Koninklijke Ahold Delhaize NV ADR (ADRNY) has a volatility of 5.80%. This indicates that FMX experiences smaller price fluctuations and is considered to be less risky than ADRNY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FMX | ADRNY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.24% | 5.80% | -0.56% |
Volatility (6M)Calculated over the trailing 6-month period | 15.81% | 16.98% | -1.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.64% | 20.08% | +4.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.25% | 20.42% | +4.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.85% | 22.57% | +4.28% |
Dividends
FMX vs. ADRNY - Dividend Comparison
FMX's dividend yield for the trailing twelve months is around 7.53%, more than ADRNY's 3.34% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ADRNY Koninklijke Ahold Delhaize NV ADR | 3.34% | 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. | 7.53% | 8.42% | 3.64% | 1.60% | 2.17% | 1.47% | 1.88% | 1.62% | 1.73% | 1.43% | 1.77% | 1.49% |
Financials
FMX vs. ADRNY - Financials Comparison
This section allows you to compare key financial metrics between Fomento Económico Mexicano, S.A.B. de C.V. and Koninklijke Ahold Delhaize NV ADR. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
FMX vs. ADRNY - Profitability Comparison
FMX - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Fomento Económico Mexicano, S.A.B. de C.V. reported a gross profit of 4.70B and revenue of 11.62B. Therefore, the gross margin over that period was 40.5%.
ADRNY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Koninklijke Ahold Delhaize NV ADR reported a gross profit of 5.97B and revenue of 22.28B. Therefore, the gross margin over that period was 26.8%.
FMX - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Fomento Económico Mexicano, S.A.B. de C.V. reported an operating income of 800.54M and revenue of 11.62B, resulting in an operating margin of 6.9%.
ADRNY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Koninklijke Ahold Delhaize NV ADR reported an operating income of 783.00M and revenue of 22.28B, resulting in an operating margin of 3.5%.
FMX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Fomento Económico Mexicano, S.A.B. de C.V. reported a net income of 829.18M and revenue of 11.62B, resulting in a net margin of 7.1%.
ADRNY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Koninklijke Ahold Delhaize NV ADR reported a net income of 552.00M and revenue of 22.28B, resulting in a net margin of 2.5%.
Frequently Asked Questions
FMX and ADRNY have a correlation of 0.17, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ADRNY has higher volatility (5.80%) compared to FMX (5.24%). In terms of maximum drawdown, FMX dropped -61.02% vs ADRNY's -27.42%.
FMX currently has the higher Sharpe Ratio (1.14 vs 0.03), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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