MXF vs HCRB

Comparison between Mexico Fund Inc (MXF, ETF) and HARTFORD CORE BOND ETF (HCRB, ETF).

5-Year PerformanceMXF has outperformed HCRB, delivering a return of +14.4% compared to +0.1%

MXF vs HCRB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MXF(ETF)	HCRB(ETF)
Net Assets	$365M	$366M
Expense Ratio	N/A	0.29%
Max Drawdown	84.70%	24.16%
Sharpe Ratio	1.58	0.29
5Y Beta	0.61	0.03
5Y Dividends CAGR	51.15%	14.21%

Net Assets

MXF

$365M

Winner

HCRB

$366M

Expense Ratio

MXF

N/A

HCRB

0.29%

Max Drawdown

MXF

84.70%

Winner

HCRB

24.16%

Sharpe Ratio

Winner

MXF

1.58

HCRB

0.29

5Y Beta

MXF

0.61

Winner

HCRB

0.03

5Y Dividends CAGR

Winner

MXF

51.15%

HCRB

14.21%

MXF vs HCRB - Historical Returns

Returns include dividend reinvestment.

Period	MXF	HCRB
1 month	+2.82%	+1.16%
3 months	+11.49%	+0.55%
6 months	+15.49%	+0.47%
1 year	+40.08%	+4.79%
5 years(CAGR)	+14.39%	+0.06%
10 years(CAGR)	+8.32%	N/A
Max(CAGR)	+9.60%	+0.83%

Winner

MXF

+2.82%

HCRB

+1.16%

Winner

MXF

+11.49%

HCRB

+0.55%

Winner

MXF

+15.49%

HCRB

+0.47%

Winner

MXF

+40.08%

HCRB

+4.79%

5Y(CAGR)

Winner

MXF

+14.39%

HCRB

+0.06%

10Y(CAGR)

MXF

+8.32%

HCRB

N/A

Max(CAGR)

Winner

MXF

+9.60%

HCRB

+0.83%

MXF vs HCRB - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	MXF	HCRB
2026	+13.55%	+0.61%
2025	+58.74%	+7.07%
2024	-26.66%	+2.72%
2023	+33.75%	+6.30%
2022	-1.64%	-14.04%
2021	+16.95%	-1.72%
2020	+0.98%	+6.78%
2019	+9.27%	N/A
2018	-13.61%	N/A
2017	+15.48%	N/A
2016	-9.76%	N/A
2015	-11.91%	N/A
2014	-20.72%	N/A
2013	+7.89%	N/A
2012	+42.43%	N/A
2011	-13.18%	N/A
2010	+39.80%	N/A
2009	+56.67%	N/A
2008	-45.06%	N/A
2007	-10.43%	N/A
2006	+48.31%	N/A
2005	+44.97%	N/A
2004	+33.87%	N/A
2003	+39.75%	N/A
2002	-18.37%	N/A
2001	+32.91%	N/A
2000	-14.07%	N/A
1999	+20.86%	N/A

MXF vs HCRB Drawdown Comparison

The maximum drawdown for MXF was -71.79%, occurring on Mar 2, 2009. Recovery took 1188 trading sessions.

The maximum drawdown for HCRB was -19.91%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The current MXF drawdown is -0.88%. The current HCRB drawdown is -1.53%.

Rank	MXF	HCRB
#1	-71.79% Oct 26, 2007 - Jul 16, 2012	-19.91% Aug 4, 2020 - Oct 20, 2022
#2	-69.74% Apr 2, 2013 - Aug 8, 2025	-7.21% Mar 9, 2020 - Apr 30, 2020
#3	-40.98% Apr 10, 2002 - Jan 5, 2004	-0.86% Apr 30, 2020 - May 20, 2020
#4	-34.42% Mar 8, 2000 - May 22, 2001	-0.37% May 29, 2020 - Jun 8, 2020
#5	-28.66% Jul 5, 2001 - Jan 3, 2002	-0.32% Jun 10, 2020 - Jun 15, 2020
#6	-23.35% May 10, 2006 - Oct 5, 2006	-0.23% Jun 22, 2020 - Jun 26, 2020
#7	-16.67% Apr 2, 2004 - Dec 1, 2004	-0.23% Feb 28, 2020 - Mar 3, 2020
#8	-16.64% Jul 13, 2007 - Oct 26, 2007	-0.21% Jul 23, 2020 - Jul 29, 2020
#9	-16.15% Mar 7, 2005 - Jun 15, 2005	-0.18% Jul 9, 2020 - Jul 14, 2020
#10	-14.03% Feb 27, 2026 - Mar 20, 2026	-0.13% May 22, 2020 - May 27, 2020
#11	-11.90% Feb 23, 2007 - May 18, 2007	-0.12% May 27, 2020 - May 29, 2020
#12	-11.19% Jan 14, 2000 - Feb 4, 2000	-0.09% May 20, 2020 - May 22, 2020
#13	-10.85% Oct 5, 2012 - Dec 20, 2012	-0.07% Feb 25, 2020 - Feb 28, 2020
#14	-9.19% Feb 10, 2000 - Mar 2, 2000	-0.06% Mar 3, 2020 - Mar 5, 2020
#15	-8.94% Oct 3, 2005 - Nov 10, 2005	-0.05% Jul 16, 2020 - Jul 20, 2020

Correlation

Correlation between MXF and HCRB is -0.01 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.01

-101

Dividend Comparison (2000 - 2026)

MXF vs HCRB dividend yield comparison.

Year	MXF	HCRB
2026	3.15%	1.65%
2025	4.67%	4.12%
2024	6.67%	4.15%
2023	4.19%	3.39%
2022	4.88%	2.17%
2021	2.29%	1.47%
2020	3.15%	1.81%
2019	7.28%	0.00%
2018	5.13%	0.00%
2017	3.37%	0.00%
2016	5.03%	0.00%
2015	10.90%	0.00%
2014	13.83%	0.00%
2013	10.84%	0.00%
2012	8.32%	0.00%
2011	14.63%	0.00%
2010	9.02%	0.00%
2009	8.25%	0.00%
2008	23.02%	0.00%
2007	2.56%	0.00%
2006	10.06%	0.00%
2005	10.25%	0.00%
2004	3.29%	0.00%
2003	1.86%	0.00%
2002	15.17%	0.00%
2001	17.69%	0.00%
2000	0.86%	0.00%