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MMAX vs MXE

Comparison between ISHARES LARGE CAP MAX BUFFER MAR ETF (MMAX, ETF) and Mexico Equity And Income Fund Inc (MXE, ETF).

MMAX vs MXE - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
MMAX
$72M
Winner
MXE
$73M
Expense Ratio
MMAX
0.50%
MXE
N/A
Max Drawdown
Winner
MMAX
1.93%
MXE
93.12%
Sharpe Ratio
Winner
MMAX
2.35
MXE
1.29
5Y Beta
Winner
MMAX
0.11
MXE
0.52
5Y Dividends CAGR
MMAX
N/A
MXE
34.66%

MMAX vs MXE - Historical Returns

Returns include dividend reinvestment.

1M
Winner
MMAX
+0.33%
MXE
-3.87%
3M
MMAX
+2.21%
Winner
MXE
+4.19%
6M
MMAX
+3.60%
Winner
MXE
+10.37%
1Y
MMAX
+7.27%
Winner
MXE
+33.71%
5Y(CAGR)
MMAX
N/A
MXE
+3.71%
10Y(CAGR)
MMAX
N/A
MXE
+3.46%
Max(CAGR)
MMAX
+7.54%
Winner
MXE
+8.92%

MMAX vs MXE - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearMMAXMXE
2026+2.97%+7.36%
2025+5.88%+54.22%
2024N/A-26.01%
2023N/A+30.53%
2022N/A-1.90%
2021N/A-9.07%
2020N/A-18.08%
2019N/A+13.88%
2018N/A-2.88%
2017N/A+12.33%
2016N/A-12.33%
2015N/A-8.41%
2014N/A-2.60%
2013N/A+14.89%
2012N/A+42.27%
2011N/A-13.48%
2010N/A+45.00%
2009N/A+15.91%
2008N/A-46.64%
2007N/A+19.96%
2006N/A+58.18%
2005N/A-2.40%
2004N/A+64.98%
2003N/A+35.38%
2002N/A-18.94%
2001N/A+19.72%
2000N/A-5.78%
1999N/A+34.27%

MMAX vs MXE Drawdown Comparison

The maximum drawdown for MMAX was -1.93%, occurring on Apr 4, 2025. Recovery took 21 trading sessions.

The maximum drawdown for MXE was -81.73%, occurring on Mar 9, 2009. Recovery took 1741 trading sessions.

The current MMAX drawdown is -0.18%. The current MXE drawdown is -5.56%.

RankMMAXMXE
#1-1.93%
Apr 2, 2025 - May 2, 2025
-81.73%
Jul 24, 2007 - Jun 23, 2014
#2-0.46%
Jun 2, 2026 - Jun 10, 2026
-59.01%
Sep 5, 2014 - Jan 26, 2026
#3-0.36%
May 5, 2025 - May 12, 2025
-41.00%
Mar 9, 2000 - Jan 21, 2004
#4-0.35%
May 16, 2025 - Jun 2, 2025
-25.98%
Dec 15, 2005 - Sep 15, 2006
#5-0.34%
Nov 12, 2025 - Nov 25, 2025
-25.07%
Mar 8, 2005 - Sep 6, 2005
#6-0.28%
May 13, 2025 - May 16, 2025
-23.19%
Apr 13, 2004 - Nov 4, 2004
#7-0.27%
Aug 18, 2025 - Aug 22, 2025
-18.50%
Feb 26, 2007 - Mar 26, 2007
#8-0.23%
Oct 27, 2025 - Nov 10, 2025
-14.14%
Feb 20, 2026 - Mar 20, 2026
#9-0.23%
Feb 2, 2026 - Feb 9, 2026
-13.07%
May 1, 2007 - Jun 20, 2007
#10-0.20%
May 11, 2026 - May 22, 2026
-10.54%
Jan 3, 2005 - Feb 4, 2005
#11-0.17%
Jul 29, 2025 - Aug 6, 2025
-10.48%
Dec 27, 2006 - Feb 5, 2007
#12-0.17%
Oct 9, 2025 - Oct 14, 2025
-8.59%
Oct 3, 2005 - Nov 14, 2005
#13-0.17%
Jan 9, 2026 - Jan 22, 2026
-7.79%
Apr 10, 2007 - Apr 25, 2007
#14-0.16%
Jun 12, 2025 - Jun 23, 2025
-6.54%
Oct 26, 2006 - Nov 20, 2006
#15-0.13%
Mar 4, 2026 - Mar 10, 2026
-6.40%
Dec 1, 2004 - Dec 23, 2004

Correlation

Correlation between MMAX and MXE is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94
-101

Dividend Comparison (1999 - 2025)

MMAX vs MXE dividend yield comparison.

YearMMAXMXE
20251.31%1.89%
20240.00%3.71%
20230.00%2.69%
20190.00%1.04%
20180.00%0.01%
20170.00%0.47%
20150.00%5.20%
20140.00%12.83%
20130.00%14.29%
20120.00%1.33%
20100.00%0.20%
20080.00%108.23%
20070.00%30.17%
20060.00%11.91%
20050.00%0.94%
20030.00%0.19%
20000.00%7.87%
19990.00%1.34%

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