LQDI vs MXE
Comparison between ISHARES INFLATION HEDGED CORPORATE BOND ETF (LQDI, ETF) and Mexico Equity And Income Fund Inc (MXE, ETF).
5-Year PerformanceMXE has outperformed LQDI, delivering a return of +3.1% compared to +1.2%
LQDI vs MXE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
LQDI vs MXE - Historical Returns
Returns include dividend reinvestment.
LQDI vs MXE - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | LQDI | MXE |
|---|---|---|
| 2026 | +0.76% | +4.00% |
| 2025 | +8.41% | +54.22% |
| 2024 | +2.18% | -26.01% |
| 2023 | +8.92% | +30.53% |
| 2022 | -14.61% | -1.90% |
| 2021 | +7.62% | -9.07% |
| 2020 | +11.30% | -18.08% |
| 2019 | +15.86% | +13.88% |
| 2018 | -2.07% | -2.88% |
| 2017 | N/A | +12.33% |
| 2016 | N/A | -12.33% |
| 2015 | N/A | -8.41% |
| 2014 | N/A | -2.60% |
| 2013 | N/A | +14.89% |
| 2012 | N/A | +42.27% |
| 2011 | N/A | -13.48% |
| 2010 | N/A | +45.00% |
| 2009 | N/A | +15.91% |
| 2008 | N/A | -46.64% |
| 2007 | N/A | +19.96% |
| 2006 | N/A | +58.18% |
| 2005 | N/A | -2.40% |
| 2004 | N/A | +64.98% |
| 2003 | N/A | +35.38% |
| 2002 | N/A | -18.94% |
| 2001 | N/A | +19.72% |
| 2000 | N/A | -5.78% |
| 1999 | N/A | +34.27% |
LQDI vs MXE Drawdown Comparison
The maximum drawdown for LQDI was -28.99%, occurring on Mar 20, 2020. Recovery took 84 trading sessions.
The maximum drawdown for MXE was -81.73%, occurring on Mar 9, 2009. Recovery took 1741 trading sessions.
The current LQDI drawdown is -1.64%. The current MXE drawdown is -8.52%.
| Rank | LQDI | MXE |
|---|---|---|
| #1 | -28.99% Mar 6, 2020 - Jul 7, 2020 | -81.73% Jul 24, 2007 - Jun 23, 2014 |
| #2 | -20.67% Nov 9, 2021 - Aug 28, 2025 | -59.01% Sep 5, 2014 - Jan 26, 2026 |
| #3 | -4.96% Feb 8, 2021 - May 6, 2021 | -41.00% Mar 9, 2000 - Jan 21, 2004 |
| #4 | -4.53% Aug 6, 2018 - Feb 8, 2019 | -25.98% Dec 15, 2005 - Sep 15, 2006 |
| #5 | -3.35% Aug 30, 2019 - Nov 26, 2019 | -25.07% Mar 8, 2005 - Sep 6, 2005 |
| #6 | -3.28% Sep 2, 2020 - Nov 4, 2020 | -23.19% Apr 13, 2004 - Nov 4, 2004 |
| #7 | -2.88% Oct 27, 2025 - Apr 24, 2026 | -18.50% Feb 26, 2007 - Mar 26, 2007 |
| #8 | -2.31% Nov 4, 2020 - Nov 19, 2020 | -14.14% Feb 20, 2026 - Mar 20, 2026 |
| #9 | -2.26% Aug 7, 2020 - Sep 1, 2020 | -13.07% May 1, 2007 - Jun 20, 2007 |
| #10 | -1.96% Jun 2, 2026 - Jul 13, 2026 | -10.54% Jan 3, 2005 - Feb 4, 2005 |
| #11 | -1.81% Feb 21, 2020 - Mar 5, 2020 | -10.48% Dec 27, 2006 - Feb 5, 2007 |
| #12 | -1.65% Oct 27, 2021 - Nov 5, 2021 | -8.59% Oct 3, 2005 - Nov 14, 2005 |
| #13 | -1.61% Sep 14, 2021 - Oct 14, 2021 | -7.79% Apr 10, 2007 - Apr 25, 2007 |
| #14 | -1.60% May 29, 2018 - Jul 12, 2018 | -6.54% Oct 26, 2006 - Nov 20, 2006 |
| #15 | -1.54% Aug 1, 2019 - Aug 14, 2019 | -6.40% Dec 1, 2004 - Dec 23, 2004 |
Correlation
Correlation between LQDI and MXE is 0.38 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
Dividend Comparison (1999 - 2026)
LQDI vs MXE dividend yield comparison.
| Year | LQDI | MXE |
|---|---|---|
| 2026 | 2.36% | 0.00% |
| 2025 | 4.46% | 1.89% |
| 2024 | 4.65% | 3.71% |
| 2023 | 3.98% | 2.69% |
| 2022 | 3.27% | 0.00% |
| 2021 | 2.42% | 0.00% |
| 2020 | 2.34% | 0.00% |
| 2019 | 3.26% | 1.04% |
| 2018 | 2.53% | 0.01% |
| 2017 | 0.00% | 0.47% |
| 2015 | 0.00% | 5.20% |
| 2014 | 0.00% | 12.83% |
| 2013 | 0.00% | 14.29% |
| 2012 | 0.00% | 1.33% |
| 2010 | 0.00% | 0.20% |
| 2008 | 0.00% | 108.23% |
| 2007 | 0.00% | 30.17% |
| 2006 | 0.00% | 11.91% |
| 2005 | 0.00% | 0.94% |
| 2003 | 0.00% | 0.19% |
| 2000 | 0.00% | 7.87% |
| 1999 | 0.00% | 1.34% |
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