MXE vs INKM

Comparison between Mexico Equity And Income Fund Inc (MXE, ETF) and STATE STREET(R)INCOME ALLOCATION ETF (INKM, ETF).

5-Year PerformanceINKM has outperformed MXE, delivering a return of +4.2% compared to +3.4%

MXE vs INKM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MXE(ETF)	INKM(ETF)
Net Assets	$71M	$72M
Expense Ratio	N/A	0.50%
Max Drawdown	93.12%	28.58%
Sharpe Ratio	1.12	1.11
5Y Beta	0.52	0.30
5Y Dividends CAGR	34.66%	10.24%

Net Assets

MXE

$71M

Winner

INKM

$72M

Expense Ratio

MXE

N/A

INKM

0.50%

Max Drawdown

MXE

93.12%

Winner

INKM

28.58%

Sharpe Ratio

Winner

MXE

1.12

INKM

1.11

5Y Beta

MXE

0.52

Winner

INKM

0.30

5Y Dividends CAGR

Winner

MXE

34.66%

INKM

10.24%

MXE vs INKM - Historical Returns

Returns include dividend reinvestment.

Period	MXE	INKM
1 month	+2.57%	+0.43%
3 months	-2.22%	+1.44%
6 months	+1.07%	+4.13%
1 year	+27.13%	+10.75%
5 years(CAGR)	+3.37%	+4.23%
10 years(CAGR)	+2.84%	+5.27%
Max(CAGR)	+8.82%	+5.22%

Winner

MXE

+2.57%

INKM

+0.43%

MXE

-2.22%

Winner

INKM

+1.44%

MXE

+1.07%

Winner

INKM

+4.13%

Winner

MXE

+27.13%

INKM

+10.75%

5Y(CAGR)

MXE

+3.37%

Winner

INKM

+4.23%

10Y(CAGR)

MXE

+2.84%

Winner

INKM

+5.27%

Max(CAGR)

Winner

MXE

+8.82%

INKM

+5.22%

MXE vs INKM - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	MXE	INKM
2026	+5.60%	+6.00%
2025	+54.22%	+11.61%
2024	-26.01%	+5.87%
2023	+30.53%	+9.83%
2022	-1.90%	-12.40%
2021	-9.07%	+9.33%
2020	-18.08%	+2.96%
2019	+13.88%	+17.22%
2018	-2.88%	-5.14%
2017	+12.33%	+13.72%
2016	-12.33%	+7.38%
2015	-8.41%	-4.86%
2014	-2.60%	+9.49%
2013	+14.89%	+2.00%
2012	+42.27%	+6.10%
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 INKM Drawdown Comparison

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

The maximum drawdown for INKM was -28.58%, occurring on Mar 23, 2020. Recovery took 208 trading sessions.

The current MXE drawdown is -7.11%. The current INKM drawdown is -0.55%.

Rank	MXE	INKM
#1	-81.73% Jul 24, 2007 - Jun 23, 2014	-28.58% Feb 20, 2020 - Dec 15, 2020
#2	-59.01% Sep 5, 2014 - Jan 26, 2026	-19.17% Nov 9, 2021 - Jul 31, 2024
#3	-41.00% Mar 9, 2000 - Jan 21, 2004	-12.32% Apr 15, 2015 - Jul 8, 2016
#4	-25.98% Dec 15, 2005 - Sep 15, 2006	-9.98% May 8, 2013 - Mar 31, 2014
#5	-25.07% Mar 8, 2005 - Sep 6, 2005	-9.33% Jan 26, 2018 - Apr 4, 2019
#6	-23.19% Apr 13, 2004 - Nov 4, 2004	-5.76% Apr 2, 2025 - May 7, 2025
#7	-18.50% Feb 26, 2007 - Mar 26, 2007	-5.60% Sep 7, 2016 - Feb 24, 2017
#8	-14.14% Feb 20, 2026 - Mar 20, 2026	-5.08% Sep 3, 2014 - Jan 20, 2015
#9	-13.07% May 1, 2007 - Jun 20, 2007	-4.55% Feb 25, 2026 - May 28, 2026
#10	-10.54% Jan 3, 2005 - Feb 4, 2005	-4.26% May 1, 2012 - Jul 2, 2012
#11	-10.48% Dec 27, 2006 - Feb 5, 2007	-4.09% Nov 29, 2024 - Mar 17, 2025
#12	-8.59% Oct 3, 2005 - Nov 14, 2005	-3.28% Oct 17, 2012 - Dec 11, 2012
#13	-7.79% Apr 10, 2007 - Apr 25, 2007	-3.22% Feb 25, 2015 - Apr 15, 2015
#14	-6.54% Oct 26, 2006 - Nov 20, 2006	-2.66% Jul 23, 2014 - Aug 25, 2014
#15	-6.40% Dec 1, 2004 - Dec 23, 2004	-2.45% Oct 27, 2025 - Nov 28, 2025

Correlation

Correlation between MXE and INKM is 0.14 which considered as a very weak or no correlation - the stocks move independently of each other.

0.14

-101

Dividend Comparison (1999 - 2026)

MXE vs INKM dividend yield comparison.

Year	MXE	INKM
2026	0.00%	2.04%
2025	1.89%	5.82%
2024	3.71%	4.83%
2023	2.69%	4.56%
2022	0.00%	5.03%
2021	0.00%	3.74%
2020	0.00%	3.88%
2019	1.04%	4.38%
2018	0.01%	4.08%
2017	0.47%	3.10%
2016	0.00%	3.39%
2015	5.20%	3.45%
2014	12.83%	3.47%
2013	14.29%	4.08%
2012	1.33%	3.50%
2010	0.20%	0.00%
2008	108.23%	0.00%
2007	30.17%	0.00%
2006	11.91%	0.00%
2005	0.94%	0.00%
2003	0.19%	0.00%
2000	7.87%	0.00%
1999	1.34%	0.00%