JPIN vs MXF

Comparison between JPMORGAN DIVERSIFIED RETURN INTERNATIONAL EQUITY ETF (JPIN, ETF) and Mexico Fund Inc (MXF, ETF).

5-Year PerformanceMXF has outperformed JPIN, delivering a return of +13.4% compared to +8.4%

JPIN vs MXF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JPIN(ETF)	MXF(ETF)
Net Assets	$355M	$355M
Expense Ratio	0.37%	N/A
Max Drawdown	40.31%	84.70%
Sharpe Ratio	1.16	1.42
5Y Beta	0.60	0.61
5Y Dividends CAGR	13.94%	51.15%

Net Assets

JPIN

$355M

Winner

MXF

$355M

Expense Ratio

JPIN

0.37%

MXF

N/A

Max Drawdown

Winner

JPIN

40.31%

MXF

84.70%

Sharpe Ratio

JPIN

1.16

Winner

MXF

1.42

5Y Beta

Winner

JPIN

0.60

MXF

0.61

5Y Dividends CAGR

JPIN

13.94%

Winner

MXF

51.15%

JPIN vs MXF - Historical Returns

Returns include dividend reinvestment.

Period	JPIN	MXF
1 month	+1.17%	+0.46%
3 months	+1.97%	+2.55%
6 months	+6.48%	+4.82%
1 year	+20.07%	+36.72%
5 years(CAGR)	+8.38%	+13.37%
10 years(CAGR)	+7.81%	+7.70%
Max(CAGR)	+6.91%	+9.50%

Winner

JPIN

+1.17%

MXF

+0.46%

JPIN

+1.97%

Winner

MXF

+2.55%

Winner

JPIN

+6.48%

MXF

+4.82%

JPIN

+20.07%

Winner

MXF

+36.72%

5Y(CAGR)

JPIN

+8.38%

Winner

MXF

+13.37%

10Y(CAGR)

Winner

JPIN

+7.81%

MXF

+7.70%

Max(CAGR)

JPIN

+6.91%

Winner

MXF

+9.50%

JPIN vs MXF - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	JPIN	MXF
2026	+9.17%	+11.81%
2025	+33.51%	+58.74%
2024	+3.91%	-26.66%
2023	+17.01%	+33.75%
2022	-14.47%	-1.64%
2021	+6.25%	+16.95%
2020	+4.17%	+0.98%
2019	+16.58%	+9.27%
2018	-13.76%	-13.61%
2017	+24.91%	+15.48%
2016	+2.11%	-9.76%
2015	+2.59%	-11.91%
2014	-1.55%	-20.72%
2013	N/A	+7.89%
2012	N/A	+42.43%
2011	N/A	-13.18%
2010	N/A	+39.80%
2009	N/A	+56.67%
2008	N/A	-45.06%
2007	N/A	-10.43%
2006	N/A	+48.31%
2005	N/A	+44.97%
2004	N/A	+33.87%
2003	N/A	+39.75%
2002	N/A	-18.37%
2001	N/A	+32.91%
2000	N/A	-14.07%
1999	N/A	+20.86%

JPIN vs MXF Drawdown Comparison

The maximum drawdown for JPIN was -36.68%, occurring on Mar 23, 2020. Recovery took 736 trading sessions.

The maximum drawdown for MXF was -71.79%, occurring on Mar 2, 2009. Recovery took 1188 trading sessions.

The current JPIN drawdown is -2.69%. The current MXF drawdown is -2.39%.

Rank	JPIN	MXF
#1	-36.68% Jan 26, 2018 - Dec 29, 2020	-71.79% Oct 26, 2007 - Jul 16, 2012
#2	-29.63% Sep 3, 2021 - Mar 20, 2024	-69.74% Apr 2, 2013 - Aug 8, 2025
#3	-16.95% May 21, 2015 - Mar 27, 2017	-40.98% Apr 10, 2002 - Jan 5, 2004
#4	-12.33% Sep 26, 2024 - Apr 28, 2025	-34.42% Mar 8, 2000 - May 22, 2001
#5	-10.41% Feb 25, 2026 - Mar 20, 2026	-28.66% Jul 5, 2001 - Jan 3, 2002
#6	-6.14% Jul 31, 2024 - Aug 19, 2024	-23.35% May 10, 2006 - Oct 5, 2006
#7	-5.49% Nov 18, 2014 - Feb 3, 2015	-16.67% Apr 2, 2004 - Dec 1, 2004
#8	-4.50% Mar 27, 2024 - May 6, 2024	-16.64% Jul 13, 2007 - Oct 26, 2007
#9	-4.38% Jun 14, 2021 - Sep 3, 2021	-16.15% Mar 7, 2005 - Jun 15, 2005
#10	-4.27% Feb 25, 2015 - Apr 8, 2015	-14.03% Feb 27, 2026 - Mar 20, 2026
#11	-4.19% Nov 12, 2025 - Dec 10, 2025	-11.90% Feb 23, 2007 - May 18, 2007
#12	-3.99% Jan 8, 2021 - Feb 12, 2021	-11.19% Jan 14, 2000 - Feb 4, 2000
#13	-3.80% Sep 16, 2025 - Oct 27, 2025	-10.85% Oct 5, 2012 - Dec 20, 2012
#14	-3.68% Jul 23, 2025 - Aug 12, 2025	-9.19% Feb 10, 2000 - Mar 2, 2000
#15	-3.63% Feb 16, 2021 - Mar 16, 2021	-8.94% Oct 3, 2005 - Nov 10, 2005

Correlation

Correlation between JPIN and MXF is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86

-101

Dividend Comparison (2000 - 2026)

JPIN vs MXF dividend yield comparison.

Year	JPIN	MXF
2026	1.48%	3.19%
2025	4.50%	4.67%
2024	4.20%	6.67%
2023	6.22%	4.19%
2022	3.06%	4.88%
2021	5.03%	2.29%
2020	2.45%	3.15%
2019	3.30%	7.28%
2018	2.72%	5.13%
2017	2.12%	3.37%
2016	1.67%	5.03%
2015	2.18%	10.90%
2014	0.30%	13.83%
2013	0.00%	10.84%
2012	0.00%	8.32%
2011	0.00%	14.63%
2010	0.00%	9.02%
2009	0.00%	8.25%
2008	0.00%	23.02%
2007	0.00%	2.56%
2006	0.00%	10.06%
2005	0.00%	10.25%
2004	0.00%	3.29%
2003	0.00%	1.86%
2002	0.00%	15.17%
2001	0.00%	17.69%
2000	0.00%	0.86%