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MXE vs DBEZ

Comparison between Mexico Equity And Income Fund Inc (MXE, ETF) and XTRACKERS MSCI EUROZONE HEDGED EQUITY ETF (DBEZ, ETF).

5-Year PerformanceDBEZ has outperformed MXE, delivering a return of +11.8% compared to +2.7%

MXE vs DBEZ - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
MXE
$73M
Winner
DBEZ
$73M
Expense Ratio
MXE
N/A
DBEZ
0.45%
Max Drawdown
MXE
93.12%
Winner
DBEZ
38.76%
Sharpe Ratio
Winner
MXE
1.29
DBEZ
0.99
5Y Beta
Winner
MXE
0.51
DBEZ
0.79
5Y Dividends CAGR
Winner
MXE
34.66%
DBEZ
31.57%

MXE vs DBEZ - Historical Returns

Returns include dividend reinvestment.

1M
MXE
-4.34%
Winner
DBEZ
+2.72%
3M
MXE
+1.68%
Winner
DBEZ
+8.66%
6M
MXE
+8.49%
Winner
DBEZ
+11.79%
1Y
Winner
MXE
+28.86%
DBEZ
+18.68%
5Y(CAGR)
MXE
+2.71%
Winner
DBEZ
+11.80%
10Y(CAGR)
MXE
+2.54%
Winner
DBEZ
+11.75%
Max(CAGR)
MXE
+8.77%
Winner
DBEZ
+11.15%

MXE vs DBEZ - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearMXEDBEZ
2026+3.39%+8.37%
2025+54.22%+25.52%
2024-26.01%+10.08%
2023+30.53%+18.68%
2022-1.90%-11.53%
2021-9.07%+22.07%
2020-18.08%-0.97%
2019+13.88%+29.69%
2018-2.88%-10.81%
2017+12.33%+13.84%
2016-12.33%+7.63%
2015-8.41%+9.73%
2014-2.60%+4.55%
2013+14.89%N/A
2012+42.27%N/A
2011-13.48%N/A
2010+45.00%N/A
2009+15.91%N/A
2008-46.64%N/A
2007+19.96%N/A
2006+58.18%N/A
2005-2.40%N/A
2004+64.98%N/A
2003+35.38%N/A
2002-18.94%N/A
2001+19.72%N/A
2000-5.78%N/A
1999+34.27%N/A

MXE vs DBEZ Drawdown Comparison

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

The maximum drawdown for DBEZ was -38.76%, occurring on Mar 16, 2020. Recovery took 225 trading sessions.

The current MXE drawdown is -9.05%. The current DBEZ drawdown is -0.67%.

RankMXEDBEZ
#1-81.73%
Jul 24, 2007 - Jun 23, 2014
-38.76%
Feb 19, 2020 - Jan 8, 2021
#2-59.01%
Sep 5, 2014 - Jan 26, 2026
-25.45%
Apr 10, 2015 - Mar 16, 2017
#3-41.00%
Mar 9, 2000 - Jan 21, 2004
-23.42%
Nov 16, 2021 - Feb 15, 2023
#4-25.98%
Dec 15, 2005 - Sep 15, 2006
-18.37%
May 22, 2018 - Apr 30, 2019
#5-25.07%
Mar 8, 2005 - Sep 6, 2005
-15.59%
Mar 19, 2025 - May 12, 2025
#6-23.19%
Apr 13, 2004 - Nov 4, 2004
-11.03%
Feb 25, 2026 - May 6, 2026
#7-18.50%
Feb 26, 2007 - Mar 26, 2007
-10.66%
Jul 31, 2023 - Dec 6, 2023
#8-14.14%
Feb 20, 2026 - Mar 20, 2026
-9.71%
May 15, 2024 - Jan 16, 2025
#9-13.07%
May 1, 2007 - Jun 20, 2007
-9.07%
Jan 23, 2018 - May 21, 2018
#10-10.54%
Jan 3, 2005 - Feb 4, 2005
-7.58%
Jul 24, 2019 - Sep 12, 2019
#11-10.48%
Dec 27, 2006 - Feb 5, 2007
-6.41%
Mar 3, 2023 - Apr 13, 2023
#12-8.59%
Oct 3, 2005 - Nov 14, 2005
-5.79%
Apr 30, 2019 - Jul 1, 2019
#13-7.79%
Apr 10, 2007 - Apr 25, 2007
-5.05%
Nov 12, 2025 - Dec 19, 2025
#14-6.54%
Oct 26, 2006 - Nov 20, 2006
-4.86%
Aug 13, 2021 - Oct 29, 2021
#15-6.40%
Dec 1, 2004 - Dec 23, 2004
-4.75%
May 5, 2017 - Sep 29, 2017

Correlation

Correlation between MXE and DBEZ is 0.35 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.35
-101

Dividend Comparison (1999 - 2025)

MXE vs DBEZ dividend yield comparison.

YearMXEDBEZ
20251.89%4.20%
20243.71%0.62%
20232.69%1.84%
20220.00%1.68%
20210.00%1.64%
20200.00%1.99%
20191.04%2.86%
20180.01%2.56%
20170.47%2.11%
20160.00%3.42%
20155.20%4.92%
201412.83%0.00%
201314.29%0.00%
20121.33%0.00%
20100.20%0.00%
2008108.23%0.00%
200730.17%0.00%
200611.91%0.00%
20050.94%0.00%
20030.19%0.00%
20007.87%0.00%
19991.34%0.00%

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