MXE vs KURE

Comparison between Mexico Equity And Income Fund Inc (MXE, ETF) and KRANESHARES MSCI ALL CHINA HEALTH CARE INDEX ETF (KURE, ETF).

5-Year PerformanceMXE has outperformed KURE, delivering a return of +3.1% compared to -13.6%

MXE vs KURE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MXE(ETF)	KURE(ETF)
Net Assets	$71M	$71M
Expense Ratio	N/A	0.65%
Max Drawdown	93.12%	72.65%
Sharpe Ratio	1.01	-0.12
5Y Beta	0.52	0.44
5Y Dividends CAGR	34.66%	65.82%

Net Assets

MXE

$71M

KURE

$71M

Expense Ratio

MXE

N/A

KURE

0.65%

Max Drawdown

MXE

93.12%

Winner

KURE

72.65%

Sharpe Ratio

Winner

MXE

1.01

KURE

-0.12

5Y Beta

MXE

0.52

Winner

KURE

0.44

5Y Dividends CAGR

MXE

34.66%

Winner

KURE

65.82%

MXE vs KURE - Historical Returns

Returns include dividend reinvestment.

Period	MXE	KURE
1 month	-4.04%	+17.69%
3 months	-5.05%	+0.46%
6 months	-1.89%	-4.89%
1 year	+25.45%	-2.74%
5 years(CAGR)	+3.12%	-13.58%
10 years(CAGR)	+2.70%	-1.71%
Max(CAGR)	+8.76%	-1.71%

MXE

-4.04%

Winner

KURE

+17.69%

MXE

-5.05%

Winner

KURE

+0.46%

Winner

MXE

-1.89%

KURE

-4.89%

Winner

MXE

+25.45%

KURE

-2.74%

5Y(CAGR)

Winner

MXE

+3.12%

KURE

-13.58%

10Y(CAGR)

Winner

MXE

+2.70%

KURE

-1.71%

Max(CAGR)

Winner

MXE

+8.76%

KURE

-1.71%

MXE vs KURE - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	MXE	KURE
2026	+4.00%	+0.63%
2025	+54.22%	+27.81%
2024	-26.01%	-15.76%
2023	+30.53%	-18.49%
2022	-1.90%	-24.65%
2021	-9.07%	-16.25%
2020	-18.08%	+65.68%
2019	+13.88%	+36.17%
2018	-2.88%	-30.07%
2017	+12.33%	N/A
2016	-12.33%	N/A
2015	-8.41%	N/A
2014	-2.60%	N/A
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 KURE Drawdown Comparison

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

The maximum drawdown for KURE was -68.45%, occurring on Jul 8, 2024. This drawdown has not yet recovered.

The current MXE drawdown is -8.52%. The current KURE drawdown is -55.15%.

Rank	MXE	KURE
#1	-81.73% Jul 24, 2007 - Jun 23, 2014	-68.45% Feb 17, 2021 - Jul 8, 2024
#2	-59.01% Sep 5, 2014 - Jan 26, 2026	-45.89% Jun 6, 2018 - Jun 19, 2020
#3	-41.00% Mar 9, 2000 - Jan 21, 2004	-12.27% Aug 5, 2020 - Dec 17, 2020
#4	-25.98% Dec 15, 2005 - Sep 15, 2006	-8.47% Apr 10, 2018 - May 10, 2018
#5	-25.07% Mar 8, 2005 - Sep 6, 2005	-7.99% Jan 25, 2021 - Feb 9, 2021
#6	-23.19% Apr 13, 2004 - Nov 4, 2004	-6.66% Jul 15, 2020 - Jul 31, 2020
#7	-18.50% Feb 26, 2007 - Mar 26, 2007	-6.39% Mar 20, 2018 - Apr 4, 2018
#8	-14.14% Feb 20, 2026 - Mar 20, 2026	-5.64% Feb 2, 2018 - Feb 26, 2018
#9	-13.07% May 1, 2007 - Jun 20, 2007	-2.60% Feb 26, 2018 - Mar 7, 2018
#10	-10.54% Jan 3, 2005 - Feb 4, 2005	-2.41% May 10, 2018 - May 15, 2018
#11	-10.48% Dec 27, 2006 - Feb 5, 2007	-2.35% Apr 5, 2018 - Apr 10, 2018
#12	-8.59% Oct 3, 2005 - Nov 14, 2005	-1.63% Mar 12, 2018 - Mar 19, 2018
#13	-7.79% Apr 10, 2007 - Apr 25, 2007	-1.42% May 25, 2018 - Jun 5, 2018
#14	-6.54% Oct 26, 2006 - Nov 20, 2006	-1.41% Jan 8, 2021 - Jan 12, 2021
#15	-6.40% Dec 1, 2004 - Dec 23, 2004	-1.27% Jun 23, 2020 - Jun 29, 2020

Correlation

Correlation between MXE and KURE is -0.15 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.15

-101

Dividend Comparison (1999 - 2025)

MXE vs KURE dividend yield comparison.

Year	MXE	KURE
2025	1.89%	4.19%
2024	3.71%	1.29%
2023	2.69%	0.64%
2022	0.00%	0.05%
2021	0.00%	14.12%
2020	0.00%	0.00%
2019	1.04%	0.25%
2018	0.01%	0.21%
2017	0.47%	0.00%
2015	5.20%	0.00%
2014	12.83%	0.00%
2013	14.29%	0.00%
2012	1.33%	0.00%
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%