MXF vs USSE

Comparison between Mexico Fund Inc (MXF, ETF) and SEGALL BRYANT & HAMILL SELECT EQUITY ETF (USSE, ETF).

MXF vs USSE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MXF(ETF)	USSE(ETF)
Net Assets	$355M	$354M
Expense Ratio	N/A	0.65%
Max Drawdown	84.70%	22.36%
Sharpe Ratio	1.10	1.30
5Y Beta	0.59	1.00
P/E Ratio	N/A	26.36
Forward P/E	N/A	22.22
PEG Ratio	N/A	0.36
5Y Dividends CAGR	53.82%	N/A
5Y EPS CAGR	N/A	30.83%
Debt to Equity	N/A	39.28%
P/S Ratio	N/A	4.49
P/B Ratio	N/A	6.13

Net Assets

Winner

MXF

$355M

USSE

$354M

Expense Ratio

MXF

N/A

USSE

0.65%

Max Drawdown

MXF

84.70%

Winner

USSE

22.36%

Sharpe Ratio

MXF

1.10

Winner

USSE

1.30

5Y Beta

Winner

MXF

0.59

USSE

1.00

P/E Ratio

MXF

N/A

USSE

26.36

Forward P/E

MXF

N/A

USSE

22.22

PEG Ratio

MXF

N/A

USSE

0.36

5Y Dividends CAGR

MXF

53.82%

USSE

N/A

5Y EPS CAGR

MXF

N/A

USSE

30.83%

Debt to Equity

MXF

N/A

USSE

39.28%

P/S Ratio

MXF

N/A

USSE

4.49

P/B Ratio

MXF

N/A

USSE

6.13

MXF vs USSE - Historical Returns

Returns include dividend reinvestment.

Period	MXF	USSE
1 month	+2.97%	+3.62%
3 months	+2.19%	+2.83%
6 months	-0.08%	+15.32%
1 year	+27.38%	+25.78%
5 years(CAGR)	+12.93%	N/A
10 years(CAGR)	+7.62%	N/A
Max(CAGR)	+9.52%	+17.29%

MXF

+2.97%

Winner

USSE

+3.62%

MXF

+2.19%

Winner

USSE

+2.83%

MXF

-0.08%

Winner

USSE

+15.32%

Winner

MXF

+27.38%

USSE

+25.78%

5Y(CAGR)

MXF

+12.93%

USSE

N/A

10Y(CAGR)

MXF

+7.62%

USSE

N/A

Max(CAGR)

MXF

+9.52%

Winner

USSE

+17.29%

MXF vs USSE - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	MXF	USSE
2026	+13.16%	+19.98%
2025	+58.74%	+2.51%
2024	-26.66%	+25.20%
2023	+33.75%	+5.01%
2022	-1.64%	N/A
2021	+16.95%	N/A
2020	+0.98%	N/A
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 USSE Drawdown Comparison

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

The maximum drawdown for USSE was -22.36%, occurring on Apr 8, 2025. Recovery took 193 trading sessions.

The current MXF drawdown is -1.21%. The current USSE drawdown is -3.33%.

Rank	MXF	USSE
#1	-71.79% Oct 26, 2007 - Jul 16, 2012	-22.36% Jan 23, 2025 - Oct 29, 2025
#2	-69.74% Apr 2, 2013 - Aug 8, 2025	-9.11% Feb 25, 2026 - Apr 13, 2026
#3	-40.98% Apr 10, 2002 - Jan 5, 2004	-8.56% Oct 29, 2025 - Jan 28, 2026
#4	-34.42% Mar 8, 2000 - May 22, 2001	-7.92% Jul 16, 2024 - Aug 30, 2024
#5	-28.66% Jul 5, 2001 - Jan 3, 2002	-7.33% Jun 4, 2026 - Aug 4, 2026
#6	-23.35% May 10, 2006 - Oct 5, 2006	-7.29% Sep 1, 2023 - Nov 20, 2023
#7	-16.67% Apr 2, 2004 - Dec 1, 2004	-4.95% Mar 21, 2024 - May 8, 2024
#8	-16.64% Jul 13, 2007 - Oct 26, 2007	-4.83% Dec 16, 2024 - Jan 22, 2025
#9	-16.15% Mar 7, 2005 - Jun 15, 2005	-4.15% Aug 30, 2024 - Sep 19, 2024
#10	-14.03% Feb 27, 2026 - Mar 20, 2026	-3.53% Aug 12, 2026 - Aug 20, 2026
#11	-11.90% Feb 23, 2007 - May 18, 2007	-2.75% May 14, 2026 - May 26, 2026
#12	-11.19% Jan 14, 2000 - Feb 4, 2000	-2.43% May 24, 2024 - Jun 12, 2024
#13	-10.85% Oct 5, 2012 - Dec 20, 2012	-2.22% Feb 9, 2024 - Feb 22, 2024
#14	-9.19% Feb 10, 2000 - Mar 2, 2000	-2.19% Sep 19, 2024 - Oct 11, 2024
#15	-8.94% Oct 3, 2005 - Nov 10, 2005	-2.18% Nov 12, 2024 - Nov 25, 2024

Correlation

Correlation between MXF and USSE is 0.68 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.68

-101

Dividend Comparison (2000 - 2026)

MXF vs USSE dividend yield comparison.

Year	MXF	USSE
2026	4.81%	0.00%
2025	4.67%	0.00%
2024	6.67%	0.11%
2023	4.19%	0.13%
2022	4.88%	0.00%
2021	2.29%	0.00%
2020	3.15%	0.00%
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%