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XLB vs. AMX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

XLB vs. AMX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Materials Select Sector SPDR ETF (XLB) and América Móvil, S.A.B. de C.V. (AMX). The values are adjusted to include any dividend payments, if applicable.

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XLB vs. AMX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
XLB
Materials Select Sector SPDR ETF
10.68%9.94%0.15%12.46%-12.30%27.44%20.46%24.13%-14.88%24.01%
AMX
América Móvil, S.A.B. de C.V.
23.27%48.56%-20.36%4.60%-9.82%48.68%-6.62%15.01%-15.29%39.13%

Returns By Period

In the year-to-date period, XLB achieves a 10.68% return, which is significantly lower than AMX's 23.27% return. Over the past 10 years, XLB has outperformed AMX with an annualized return of 10.45%, while AMX has yielded a comparatively lower 7.82% annualized return.


XLB

1D
1.79%
1M
-6.02%
YTD
10.68%
6M
12.59%
1Y
18.51%
3Y*
9.53%
5Y*
6.79%
10Y*
10.45%

AMX

1D
3.45%
1M
-2.08%
YTD
23.27%
6M
22.85%
1Y
84.29%
3Y*
9.66%
5Y*
16.78%
10Y*
7.82%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

XLB vs. AMX — Risk / Return Rank

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

XLB
XLB Risk / Return Rank: 5454
Overall Rank
XLB Sharpe Ratio Rank: 5353
Sharpe Ratio Rank
XLB Sortino Ratio Rank: 5656
Sortino Ratio Rank
XLB Omega Ratio Rank: 4949
Omega Ratio Rank
XLB Calmar Ratio Rank: 5858
Calmar Ratio Rank
XLB Martin Ratio Rank: 5252
Martin Ratio Rank

AMX
AMX Risk / Return Rank: 9696
Overall Rank
AMX Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
AMX Sortino Ratio Rank: 9797
Sortino Ratio Rank
AMX Omega Ratio Rank: 9696
Omega Ratio Rank
AMX Calmar Ratio Rank: 9494
Calmar Ratio Rank
AMX Martin Ratio Rank: 9494
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.

XLB vs. AMX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Materials Select Sector SPDR ETF (XLB) and América Móvil, S.A.B. de C.V. (AMX). 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.


XLBAMXDifference

Sharpe ratio

Return per unit of total volatility

0.89

3.06

-2.17

Sortino ratio

Return per unit of downside risk

1.38

4.06

-2.68

Omega ratio

Gain probability vs. loss probability

1.18

1.53

-0.35

Calmar ratio

Return relative to maximum drawdown

1.35

5.34

-3.98

Martin ratio

Return relative to average drawdown

4.72

14.74

-10.02

XLB vs. AMX - Sharpe Ratio Comparison

The current XLB Sharpe Ratio is 0.89, which is lower than the AMX Sharpe Ratio of 3.06. The chart below compares the historical Sharpe Ratios of XLB and AMX, 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


XLBAMXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.89

3.06

-2.17

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.36

0.66

-0.30

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.51

0.27

+0.24

Sharpe Ratio (All Time)

Calculated using the full available price history

0.36

0.32

+0.03

Correlation

The correlation between XLB and AMX is 0.47, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

XLB vs. AMX - Dividend Comparison

XLB's dividend yield for the trailing twelve months is around 1.75%, less than AMX's 2.18% yield.


TTM20252024202320222021202020192018201720162015
XLB
Materials Select Sector SPDR ETF
1.75%1.92%1.92%2.00%2.26%1.62%1.72%1.98%2.20%1.66%1.95%2.24%
AMX
América Móvil, S.A.B. de C.V.
2.18%2.68%3.59%2.83%4.41%1.88%2.49%2.29%2.24%1.91%2.27%8.55%

Drawdowns

XLB vs. AMX - Drawdown Comparison

The maximum XLB drawdown since its inception was -59.83%, smaller than the maximum AMX drawdown of -64.34%. Use the drawdown chart below to compare losses from any high point for XLB and AMX.


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Drawdown Indicators


XLBAMXDifference

Max Drawdown

Largest peak-to-trough decline

-59.83%

-64.34%

+4.51%

Max Drawdown (1Y)

Largest decline over 1 year

-14.64%

-15.36%

+0.72%

Max Drawdown (5Y)

Largest decline over 5 years

-24.72%

-38.08%

+13.36%

Max Drawdown (10Y)

Largest decline over 10 years

-37.27%

-44.45%

+7.18%

Current Drawdown

Current decline from peak

-6.39%

-2.08%

-4.31%

Average Drawdown

Average peak-to-trough decline

-10.88%

-24.27%

+13.39%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.20%

5.56%

-1.36%

Volatility

XLB vs. AMX - Volatility Comparison

The current volatility for Materials Select Sector SPDR ETF (XLB) is 6.28%, while América Móvil, S.A.B. de C.V. (AMX) has a volatility of 11.09%. This indicates that XLB experiences smaller price fluctuations and is considered to be less risky than AMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


XLBAMXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.28%

11.09%

-4.81%

Volatility (6M)

Calculated over the trailing 6-month period

12.53%

20.46%

-7.93%

Volatility (1Y)

Calculated over the trailing 1-year period

20.95%

27.72%

-6.77%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.91%

25.66%

-6.75%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.62%

29.27%

-8.65%