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ILF vs. CX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

ILF vs. CX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Latin American 40 ETF (ILF) and CEMEX, S.A.B. de C.V. (CX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, ILF achieves a 11.66% return, which is significantly lower than CX's 12.51% return. Both investments have delivered pretty close results over the past 10 years, with ILF having a 8.33% annualized return and CX not far behind at 8.18%.


ILF

1D
-2.72%
1M
-4.92%
YTD
11.66%
6M
10.51%
1Y
39.82%
3Y*
15.62%
5Y*
8.53%
10Y*
8.33%

CX

1D
-1.23%
1M
8.49%
YTD
12.51%
6M
19.05%
1Y
90.98%
3Y*
27.50%
5Y*
9.92%
10Y*
8.18%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ILF vs. CX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ILF
iShares Latin American 40 ETF
11.66%52.65%-23.11%33.14%9.81%-13.59%-11.71%13.77%-6.85%26.33%
CX
CEMEX, S.A.B. de C.V.
12.51%105.97%-26.48%91.36%-40.27%31.14%36.77%-19.55%-35.73%-2.86%

Correlation

The correlation between ILF and CX is 0.60, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.60

Correlation (3Y)
Calculated over the trailing 3-year period

0.55

Correlation (5Y)
Calculated over the trailing 5-year period

0.56

Correlation (10Y)
Calculated over the trailing 10-year period

0.56

Correlation (All Time)
Calculated using the full available price history since Oct 29, 2001

0.59

The correlation between ILF and CX has been stable across timeframes, ranging from 0.55 to 0.60 - a consistent structural relationship.

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Return for Risk

ILF vs. CX — Risk / Return Rank

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

ILF
ILF Risk / Return Rank: 5454
Overall Rank
ILF Sharpe Ratio Rank: 5353
Sharpe Ratio Rank
ILF Sortino Ratio Rank: 4949
Sortino Ratio Rank
ILF Omega Ratio Rank: 4949
Omega Ratio Rank
ILF Calmar Ratio Rank: 6363
Calmar Ratio Rank
ILF Martin Ratio Rank: 5555
Martin Ratio Rank

CX
CX Risk / Return Rank: 9090
Overall Rank
CX Sharpe Ratio Rank: 9292
Sharpe Ratio Rank
CX Sortino Ratio Rank: 9191
Sortino Ratio Rank
CX Omega Ratio Rank: 8888
Omega Ratio Rank
CX Calmar Ratio Rank: 8686
Calmar Ratio Rank
CX Martin Ratio Rank: 9191
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.

ILF vs. CX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Latin American 40 ETF (ILF) and CEMEX, S.A.B. de C.V. (CX). 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.


ILFCXDifference
Sharpe ratioReturn per unit of total volatility

-0.77

Sortino ratioReturn per unit of downside risk

-0.92

Omega ratioGain probability vs. loss probability

1.31

1.42

-0.10

Calmar ratioReturn relative to maximum drawdown

3.16

3.81

-0.66

Martin ratioReturn relative to average drawdown

9.70

13.80

-4.10

ILF vs. CX - Sharpe Ratio Comparison

The current ILF Sharpe Ratio is 1.84, which is comparable to the CX Sharpe Ratio of 2.60. The chart below compares the historical Sharpe Ratios of ILF and CX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


ILFCXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.84

2.60

-0.77

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.37

0.25

+0.12

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.29

0.19

+0.11

Sharpe Ratio (All Time)

Calculated using the full available price history

0.30

0.14

+0.16

Drawdowns

ILF vs. CX - Drawdown Comparison

The maximum ILF drawdown since its inception was -67.48%, smaller than the maximum CX drawdown of -92.37%. Use the drawdown chart below to compare losses from any high point for ILF and CX.


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Drawdown Indicators


ILFCXDifference

Max Drawdown

Largest peak-to-trough decline

-67.48%

-92.37%

+24.89%

Max Drawdown (1Y)

Largest decline over 1 year

-12.67%

-23.99%

+11.32%

Max Drawdown (3Y)

Largest decline over 3 years

-23.97%

-44.38%

+20.41%

Max Drawdown (5Y)

Largest decline over 5 years

-29.71%

-63.05%

+33.34%

Max Drawdown (10Y)

Largest decline over 10 years

-57.79%

-83.70%

+25.91%

Current Drawdown

Current decline from peak

-10.76%

-38.17%

+27.41%

Average Drawdown

Average peak-to-trough decline

-23.94%

-51.18%

+27.24%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.12%

6.62%

-2.50%

Volatility

ILF vs. CX - Volatility Comparison

The current volatility for iShares Latin American 40 ETF (ILF) is 6.49%, while CEMEX, S.A.B. de C.V. (CX) has a volatility of 13.21%. This indicates that ILF experiences smaller price fluctuations and is considered to be less risky than CX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ILFCXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.49%

13.21%

-6.72%

Volatility (6M)

Calculated over the trailing 6-month period

18.52%

28.69%

-10.17%

Volatility (1Y)

Calculated over the trailing 1-year period

21.76%

35.12%

-13.36%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.18%

39.79%

-16.61%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

28.44%

43.53%

-15.09%

Dividends

ILF vs. CX - Dividend Comparison

ILF's dividend yield for the trailing twelve months is around 3.93%, more than CX's 0.69% yield.


PositionTTM20252024202320222021202020192018201720162015
CX
CEMEX, S.A.B. de C.V.
0.69%0.76%1.10%0.00%0.00%0.00%0.00%2.64%0.00%0.00%0.00%0.00%
ILF
iShares Latin American 40 ETF
3.93%4.39%7.44%4.61%12.72%8.47%1.88%3.09%3.12%1.80%1.59%3.25%

Frequently Asked Questions


ILF and CX have a correlation of 0.60, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

CX has higher volatility (13.21%) compared to ILF (6.49%). In terms of maximum drawdown, ILF dropped -67.48% vs CX's -92.37%.

CX currently has the higher Sharpe Ratio (2.60 vs 1.84), 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.

Portfolio Optimizer

Find the right allocation for ILF and CX

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