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Relative Intelligence · Telecommunications

How América Móvil, S.A.B. de C.V. (AMX) compares with the whole market and its popular alternatives

Built by QuantCommons' quantitative engine, this page is about relative opportunity, not data on AMX alone. It places AMX (América Móvil, S.A.B. de C.V.) against 19 popular alternatives, its neighboring categories and the entire market of over 10,000 U.S.-listed stocks and ETFs, and surfaces what has done better on consistent outperformance, return for the risk taken, behavior in real market crashes and diversification. The result is a clearer view of where AMX stands in the market, and of the alternatives worth a closer look.

Period covered: AMX's full trading record, from February 2001 through September 2026. The crash tests reach back to 2000 using older funds and the S&P 500. All returns include reinvested dividends. Data as of October 20, 2026.

Data as of October 20, 2026. Full tables and charts read best on a larger screen.

Rank the market against AMX →Chart AMX vs. 19 alternatives →
On this page12 sections

Key findings

How much would $10,000 in AMX have grown?

This chart tracks a hypothetical $10,000 investment in AMX over the past 25 years, with dividends reinvested, alongside the same amount in the S&P 500, investments that ended ahead of AMX over the same span and AMX's popular alternatives, among those that traded for the entire period. A second view covers the past 5 years, the period the better options further down the page are judged on. It shows not only where each investment ended up but also how smooth or uneven the path was.

Choose a period

From the end of September 2001 to the end of September 2026. The scale is logarithmic, so equal steps up the chart are equal percentage gains. Hover over a fund in the key to pick out its line. 497 of the 1,326 stocks and funds worth at least $500 million that traded the whole period ended ahead of AMX; the chart shows 5, closest alternatives first. The other 3 lines are popular alternatives, shown for context.

$1,000$10,000$100,0002001200520092013201720212025$1,000$10,000$100,00020012007201320192025
  • IDCC$592,611+5,826% total · +17.7% a year
  • LIN$355,247+3,452% total · +15.4% a year
  • TIGO$216,586+2,066% total · +13.1% a year
  • AMT$166,006+1,560% total · +11.9% a year
  • TLK$141,412+1,314% total · +11.2% a year
  • AMX$138,479+1,285% total · +11.1% a year
  • SPY (S&P 500)$114,557+1,046% total · +10.2% a year
  • SKM$48,623+386% total · +6.5% a year
  • NOK$13,413+34.1% total · +1.2% a year
  • ERIC$9,840−1.6% total · −0.1% a year
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From the end of September 2021 to the end of September 2026. Hover over a fund in the key to pick out its line. 1,767 of the 3,628 stocks and funds worth at least $500 million that traded the whole period ended ahead of AMX; the chart shows 5, closest alternatives first. The other 3 lines are popular alternatives, shown for context.

$0$5,000$10,000$15,000$20,000$25,000$30,000$35,000202120222023202420252026$0$10,000$20,000$30,000$40,000202120222023202420252026
  • TIGO$28,788+188% total · +23.5% a year
  • NOK$21,125+111% total · +16.1% a year
  • MSI$20,359+104% total · +15.3% a year
  • VIV$19,539+95.4% total · +14.3% a year
  • SPY (S&P 500)$19,000+90.0% total · +13.7% a year
  • KT$18,344+83.4% total · +12.9% a year
  • T$16,172+61.7% total · +10.1% a year
  • SKM$15,352+53.5% total · +9.0% a year
  • AMX$13,931+39.3% total · +6.9% a year
  • ERIC$9,892−1.1% total · −0.2% a year
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AMX at a glance

This section summarizes the key facts about the stock, its returns over periods from one to ten years and the risk it has carried, with dividends reinvested throughout. These figures serve as the baseline for every comparison that follows.

The company

Market value
$68B
Industry
Telecommunications Services
Price history from
February 2001

Returns

Past 1 year
+5.0%total return
Past 3 years
+48.3%+14.0% a year
Past 5 years
+50.5%+8.5% a year
Past 10 years
+149%+9.6% a year
Best calendar year
+92.3%2004
Worst calendar year
−49.0%2008
Losing years
10 of 24full calendar years

Risk

Volatility
25.8%typical yearly swing, 5 years
Sharpe ratio
0.45return per unit of risk, 5 years
Worst decline ever
−65.4%Oct 2007 to Oct 2008
From its all-time high
−16.5%below the peak

AMX against the whole market

Where AMX ranks among every stock and fund, and what across the market has done better.

How does AMX rank among all stocks?

This section ranks AMX on return, volatility, risk-adjusted return and worst decline against every stock worth at least $300 million with enough history. Where the comparisons with its popular alternatives show how AMX stacks up against its peers, these rankings show where it stands in the market as a whole.

Ranked against U.S.-listed stocks worth at least $300M that have enough history for each measure, so the count changes from row to row; smaller stocks are left out. Lower volatility and smaller declines rank higher.

MeasureAMXRankStanding
1-year return+5.0%1,774 of 3,287bottom 47%
3-year return+48.3%1,574 of 3,017bottom 49%
5-year return+50.5%1,088 of 2,893top 38%
10-year return+149%1,083 of 2,202top 49%
Volatility, 5 years25.8%391 of 2,893top 14%
Sharpe ratio, 5 years0.451,091 of 2,893top 38%
Worst decline, past 10 years−44.4%274 of 2,187top 13%

What has beaten AMX on both return and risk?

Each dot is an investment, placed by how much it earned a year over the past 5 years (higher is better) and how much its price swung, its volatility (further left is calmer). AMX sits where the dashed lines cross. Anything in the green box above and to the left earned more than AMX with smaller swings, a better trade-off over this period on both counts. Past results are no promise, but a name in the box is worth a closer look.

Annual return is the annualized total return with dividends reinvested, and volatility the annualized swing in daily prices, both over 5 years. Labeled dots are the strongest picks from the table below and the names called out above, colored by how close they sit to AMX; faint dots are 93 more of the 426 in the green region (the strongest, one per fund family). 3,633 stocks and funds worth at least $500 million were screened. Hover over a dot for its figures.

5.0%10.0%15.0%20.0%25.0%30.0%35.0%40.0%45.0%5.0%10.0%15.0%20.0%25.0%30.0%35.0%40.0%45.0%Volatility over 5 years (annualized)Annual return over 5 yearsMore return, less volatility than AMXRSG: +13.9% a year, volatility 18.5%AEP: +12.4% a year, volatility 20.2%ATO: +14.9% a year, volatility 18.4%MGV: +12.6% a year, volatility 13.4%VTI: +11.5% a year, volatility 17.5%DBEF: +13.1% a year, volatility 13.8%VOO: +12.8% a year, volatility 16.9%IOO: +15.7% a year, volatility 17.2%WMT: +20.8% a year, volatility 22.6%BRK-B: +13.4% a year, volatility 17.1%V: +12.8% a year, volatility 22.9%LVHI: +17.0% a year, volatility 11.1%FTLS: +10.2% a year, volatility 10.4%KO: +14.7% a year, volatility 16.8%COST: +17.4% a year, volatility 22.9%QQQ: +14.5% a year, volatility 23.0%EQWL: +11.6% a year, volatility 15.0%HFXI: +11.4% a year, volatility 15.3%CHCO: +15.9% a year, volatility 22.8%ILCV: +12.7% a year, volatility 14.1%ABBV: +26.1% a year, volatility 23.4%DBJP: +20.9% a year, volatility 19.2%PPH: +11.6% a year, volatility 15.8%PTNQ: +9.7% a year, volatility 14.1%EQL: +13.5% a year, volatility 14.5%COR: +24.2% a year, volatility 22.8%IWD: +11.4% a year, volatility 14.7%LMT: +11.1% a year, volatility 24.2%VT: +10.3% a year, volatility 16.2%SO: +11.3% a year, volatility 18.8%CME: +11.2% a year, volatility 20.8%NGG: +11.8% a year, volatility 22.6%FJAN: +11.1% a year, volatility 10.5%EBF: +11.2% a year, volatility 21.4%SCHF: +9.5% a year, volatility 16.8%SCHG: +13.1% a year, volatility 22.4%DYNF: +14.7% a year, volatility 17.5%SPMO: +18.7% a year, volatility 20.8%DFIV: +14.8% a year, volatility 16.4%AVLV: +14.0% a year, volatility 16.9%HDV: +12.9% a year, volatility 13.0%NI: +15.1% a year, volatility 20.3%DGX: +12.3% a year, volatility 22.5%SPHQ: +12.0% a year, volatility 16.7%COWZ: +11.4% a year, volatility 17.7%BUFR: +9.9% a year, volatility 10.5%RY: +17.3% a year, volatility 18.2%EWT: +20.4% a year, volatility 24.2%RWL: +13.7% a year, volatility 14.4%ORLY: +15.9% a year, volatility 23.4%PNW: +13.4% a year, volatility 19.9%JQUA: +13.6% a year, volatility 15.7%DIVO: +11.1% a year, volatility 11.9%ACT: +20.5% a year, volatility 24.3%GLD: +17.7% a year, volatility 18.9%FLTW: +21.8% a year, volatility 24.3%USMC: +14.1% a year, volatility 16.4%GCOW: +14.1% a year, volatility 13.6%XMMO: +10.5% a year, volatility 22.0%TDIV: +16.2% a year, volatility 21.3%MPLX: +23.5% a year, volatility 18.8%IDMO: +13.3% a year, volatility 18.2%FTGC: +12.9% a year, volatility 15.6%SPUS: +15.0% a year, volatility 19.5%NWE: +10.3% a year, volatility 21.6%DIVI: +13.4% a year, volatility 15.5%DIVB: +13.9% a year, volatility 15.4%FTHI: +10.3% a year, volatility 13.3%FLQL: +13.8% a year, volatility 16.3%JMOM: +12.9% a year, volatility 19.1%NULG: +11.4% a year, volatility 21.9%FBT: +10.8% a year, volatility 22.2%DSTL: +11.3% a year, volatility 16.1%DDWM: +12.3% a year, volatility 13.4%DHS: +12.0% a year, volatility 13.9%RODM: +10.6% a year, volatility 13.5%RLY: +9.9% a year, volatility 13.3%RAAX: +11.7% a year, volatility 15.6%VFMO: +11.4% a year, volatility 22.1%INFL: +11.8% a year, volatility 17.8%FDLO: +9.8% a year, volatility 13.0%QGRO: +9.9% a year, volatility 21.2%PDBC: +11.7% a year, volatility 19.3%JPM: +17.3% a year, volatility 24.3%TDVG: +9.6% a year, volatility 13.8%COMT: +13.1% a year, volatility 21.1%DUSA: +11.3% a year, volatility 18.4%UTES: +13.6% a year, volatility 21.1%HLAL: +14.0% a year, volatility 18.0%ROUS: +12.3% a year, volatility 14.4%IDHQ: +10.0% a year, volatility 17.9%FDRR: +12.6% a year, volatility 15.0%EWJV: +14.9% a year, volatility 18.2%AMX: +8.5% a year, volatility 25.8%SPY (S&P 500): +12.7% a year, volatility 17.1%CHT: +7.7% a year, volatility 13.3%KT: +13.1% a year, volatility 22.6%T: +9.8% a year, volatility 25.2%NOK: +11.6% a year, volatility 40.1%VIV: +15.3% a year, volatility 28.8%TMUS: +6.4% a year, volatility 26.1%MSI: +14.8% a year, volatility 23.6%CSCO: +16.8% a year, volatility 26.1%IDCC: +39.0% a year, volatility 36.9%JNJ: +12.7% a year, volatility 17.9%DXJ: +26.6% a year, volatility 19.1%NVS: +17.1% a year, volatility 20.7%LIN: +11.5% a year, volatility 20.9%VIG: +10.4% a year, volatility 14.1%SCHD: +9.7% a year, volatility 14.3%MCK: +38.7% a year, volatility 25.0%WM: +9.3% a year, volatility 19.2%AMXSPY (S&P 500)CHTKTTNOKVIVTMUSMSICSCOIDCCJNJDXJNVSVIGSCHDMCKWM0.0%10.0%20.0%30.0%40.0%50.0%0.0%10.0%20.0%30.0%40.0%50.0%Volatility over 5 years (annualized)Annual return over 5 yearsMore return, less volatility than AMXRSG: +13.9% a year, volatility 18.5%AEP: +12.4% a year, volatility 20.2%ATO: +14.9% a year, volatility 18.4%MGV: +12.6% a year, volatility 13.4%VTI: +11.5% a year, volatility 17.5%DBEF: +13.1% a year, volatility 13.8%VOO: +12.8% a year, volatility 16.9%IOO: +15.7% a year, volatility 17.2%WMT: +20.8% a year, volatility 22.6%BRK-B: +13.4% a year, volatility 17.1%V: +12.8% a year, volatility 22.9%LVHI: +17.0% a year, volatility 11.1%FTLS: +10.2% a year, volatility 10.4%KO: +14.7% a year, volatility 16.8%COST: +17.4% a year, volatility 22.9%QQQ: +14.5% a year, volatility 23.0%EQWL: +11.6% a year, volatility 15.0%HFXI: +11.4% a year, volatility 15.3%CHCO: +15.9% a year, volatility 22.8%ILCV: +12.7% a year, volatility 14.1%ABBV: +26.1% a year, volatility 23.4%DBJP: +20.9% a year, volatility 19.2%PPH: +11.6% a year, volatility 15.8%PTNQ: +9.7% a year, volatility 14.1%EQL: +13.5% a year, volatility 14.5%COR: +24.2% a year, volatility 22.8%IWD: +11.4% a year, volatility 14.7%LMT: +11.1% a year, volatility 24.2%VT: +10.3% a year, volatility 16.2%SO: +11.3% a year, volatility 18.8%CME: +11.2% a year, volatility 20.8%NGG: +11.8% a year, volatility 22.6%FJAN: +11.1% a year, volatility 10.5%EBF: +11.2% a year, volatility 21.4%SCHF: +9.5% a year, volatility 16.8%SCHG: +13.1% a year, volatility 22.4%DYNF: +14.7% a year, volatility 17.5%SPMO: +18.7% a year, volatility 20.8%DFIV: +14.8% a year, volatility 16.4%AVLV: +14.0% a year, volatility 16.9%HDV: +12.9% a year, volatility 13.0%NI: +15.1% a year, volatility 20.3%DGX: +12.3% a year, volatility 22.5%SPHQ: +12.0% a year, volatility 16.7%COWZ: +11.4% a year, volatility 17.7%BUFR: +9.9% a year, volatility 10.5%RY: +17.3% a year, volatility 18.2%EWT: +20.4% a year, volatility 24.2%RWL: +13.7% a year, volatility 14.4%ORLY: +15.9% a year, volatility 23.4%PNW: +13.4% a year, volatility 19.9%JQUA: +13.6% a year, volatility 15.7%DIVO: +11.1% a year, volatility 11.9%ACT: +20.5% a year, volatility 24.3%GLD: +17.7% a year, volatility 18.9%FLTW: +21.8% a year, volatility 24.3%USMC: +14.1% a year, volatility 16.4%GCOW: +14.1% a year, volatility 13.6%XMMO: +10.5% a year, volatility 22.0%TDIV: +16.2% a year, volatility 21.3%MPLX: +23.5% a year, volatility 18.8%IDMO: +13.3% a year, volatility 18.2%FTGC: +12.9% a year, volatility 15.6%SPUS: +15.0% a year, volatility 19.5%NWE: +10.3% a year, volatility 21.6%DIVI: +13.4% a year, volatility 15.5%DIVB: +13.9% a year, volatility 15.4%FTHI: +10.3% a year, volatility 13.3%FLQL: +13.8% a year, volatility 16.3%JMOM: +12.9% a year, volatility 19.1%NULG: +11.4% a year, volatility 21.9%FBT: +10.8% a year, volatility 22.2%DSTL: +11.3% a year, volatility 16.1%DDWM: +12.3% a year, volatility 13.4%DHS: +12.0% a year, volatility 13.9%RODM: +10.6% a year, volatility 13.5%RLY: +9.9% a year, volatility 13.3%RAAX: +11.7% a year, volatility 15.6%VFMO: +11.4% a year, volatility 22.1%INFL: +11.8% a year, volatility 17.8%FDLO: +9.8% a year, volatility 13.0%QGRO: +9.9% a year, volatility 21.2%PDBC: +11.7% a year, volatility 19.3%JPM: +17.3% a year, volatility 24.3%TDVG: +9.6% a year, volatility 13.8%COMT: +13.1% a year, volatility 21.1%DUSA: +11.3% a year, volatility 18.4%UTES: +13.6% a year, volatility 21.1%HLAL: +14.0% a year, volatility 18.0%ROUS: +12.3% a year, volatility 14.4%IDHQ: +10.0% a year, volatility 17.9%FDRR: +12.6% a year, volatility 15.0%EWJV: +14.9% a year, volatility 18.2%AMX: +8.5% a year, volatility 25.8%SPY (S&P 500): +12.7% a year, volatility 17.1%CHT: +7.7% a year, volatility 13.3%KT: +13.1% a year, volatility 22.6%T: +9.8% a year, volatility 25.2%NOK: +11.6% a year, volatility 40.1%VIV: +15.3% a year, volatility 28.8%TMUS: +6.4% a year, volatility 26.1%MSI: +14.8% a year, volatility 23.6%CSCO: +16.8% a year, volatility 26.1%IDCC: +39.0% a year, volatility 36.9%JNJ: +12.7% a year, volatility 17.9%DXJ: +26.6% a year, volatility 19.1%NVS: +17.1% a year, volatility 20.7%LIN: +11.5% a year, volatility 20.9%VIG: +10.4% a year, volatility 14.1%SCHD: +9.7% a year, volatility 14.3%MCK: +38.7% a year, volatility 25.0%WM: +9.3% a year, volatility 19.2%AMXSPY (S&P 500)CHTTNOKVIVTMUSCSCOIDCCJNJDXJNVSVIGSCHDMCK
  • Popular alternatives
  • Same and neighboring categories, and shared themes
  • The whole market
  • Others in the green region

Is there a better investment than AMX?

Investments that beat AMX over the past 5 years on return, volatility, drawdowns, consistency, crash losses or fees, from its popular alternatives out to the whole market.

How this works

The table below lists investments that beat AMX over the past 5 years on at least one of these measures: a higher annual return with lower volatility, a higher annual return at similar volatility, a similar return with lower volatility, a higher Sharpe ratio with a smaller worst decline, a higher total return in most periods from 3 months to 10 years, or smaller losses in recent market crashes. It checks AMX's popular alternatives first, then the rest of its own and neighboring categories, then every stock and fund worth at least $500 million, and shows the strongest few in each group. The full list of those with a higher return and lower volatility than AMX follows the table.

Annual return is the annualized total return with dividends reinvested. Annual return, volatility and the Sharpe ratio cover 5 years; the worst decline covers the past 10 years. Green marks a better figure than AMX's. "On the frontier" means no other option shown or tested earned more with less volatility. Funds that hold the same thing are shown once. Beyond the popular alternatives, nothing with more than 1.5× AMX's volatility counts as better.

These figures cover the past 5 years. Green marks a better figure than AMX's.

Screen the whole market against AMX for any period in BetterThanSPYOpen these 18 in EasyCompare
InvestmentWhy it is betterPast 5 yearsDownsideLong runFit
Annual return?higher is betterVolatility?lower is calmerSharpe?return per unit of riskWorst decline?past 10 years10Y returntotalCorr. with AMX?lower diversifies moreExpenseper year
AMXAmérica Móvil, S.A.B. de C.V. · this page
+8.5%25.8%0.45−44.4%+149%1.00—
SPYState Street SPDR S&P 500 ETF · S&P 500
+12.7%17.1%0.79−33.7%+321%0.340.09%
Popular alternativesbest 6 shownThe investments people most often weigh against AMX. 9 of 19 passed at least one test.
CHTChunghwa Telecom Co., Ltd. · Integrated Telecommunications
Similar return, lower volatilityHigher Sharpe, smaller worst decline+7.7%13.3%0.63−23.8%+101%0.17—
KTKT Corporation · Integrated Telecommunications
Higher return, lower volatility+13.1%22.6%0.66−60.3%+84.9%0.31—
TAT&T Inc. · Integrated Telecommunications
Higher return in most periods+9.8%25.2%0.50−39.4%+60.7%0.23—
NOKNokia Oyj · Communications Equipment
Higher return in most periods+11.6%40.1%0.47−62.6%+123%0.24—
VIVTelefônica Brasil S.A. · Integrated Telecommunications
Higher return in most periods+15.3%28.8%0.64−56.6%+33.3%0.53—
TMUST-Mobile US, Inc. · Telecommunications
Smaller losses in recent crashes+6.4%26.1%0.37−44.0%+253%0.22—
Same and neighboring categories, and shared themesbest 3 shownEverything else in Telecommunications and the categories next to it (Integrated Telecommunications, Communications Equipment), plus AMX's specific themes. 3 of 23 passed at least one test.
MSIMotorola Solutions, Inc. · Communications Equipment
Higher return, lower volatilityHigher Sharpe, smaller worst declineHigher return in most periods+14.8%23.6%0.71−32.8%+625%0.38—
CSCOCisco Systems, Inc. · Communications Equipment
Higher return, similar volatilityHigher return in most periods+16.8%26.1%0.73−42.0%+374%0.16—
IDCCInterDigital, Inc. · Intellectual Property Licensing · Mobile Networks theme
Higher return in most periods+39.0%36.9%1.08−64.9%+395%0.42—
The whole marketbest 8 shownEvery other stock and fund worth at least $500 million. 1,165 of 3,591 passed at least one test.
JNJJohnson & Johnson · Pharmaceuticals
Higher return, lower volatilityHigher Sharpe, smaller worst declineHigher return in most periodsSmaller losses in recent crashes+12.7%17.9%0.76−27.4%+196%0.34—
DXJWisdomTree Japan Hedged Equity Fund · International Equity
On the frontierHigher return, lower volatilityHigher Sharpe, smaller worst declineHigher return in most periodsSmaller losses in recent crashes+26.6%19.1%1.34−39.1%+428%0.370.48%
NVSNovartis AG · Pharmaceuticals
Higher return, lower volatilityHigher Sharpe, smaller worst declineHigher return in most periodsSmaller losses in recent crashes+17.1%20.7%0.87−26.8%+226%0.42—
LINLinde plc · Chemicals
Higher return, lower volatilityHigher Sharpe, smaller worst declineHigher return in most periodsSmaller losses in recent crashes+11.5%20.9%0.63−32.6%+394%0.42—
VIGVanguard Dividend Appreciation ETF · US Dividend Equity
Higher return, lower volatilityHigher Sharpe, smaller worst declineHigher return in most periodsSmaller losses in recent crashes+10.4%14.1%0.78−31.7%+258%0.420.04%
SCHDSchwab U.S. Dividend Equity ETF · US Dividend Equity
Higher return, lower volatilityHigher Sharpe, smaller worst declineHigher return in most periodsSmaller losses in recent crashes+9.7%14.3%0.72−33.4%+252%0.370.06%
MCKMcKesson Corporation · Health Care Distribution
Higher return, similar volatilityHigher Sharpe, smaller worst declineHigher return in most periodsSmaller losses in recent crashes+38.7%25.0%1.44−38.1%+586%0.35—
WMWaste Management, Inc. · Environmental Services
Similar return, lower volatilityHigher Sharpe, smaller worst declineHigher return in most periodsSmaller losses in recent crashes+9.3%19.2%0.56−30.1%+344%0.25—
What these numbers mean for AMX
Annual return
AMX returned 8.5% a year over the past 5 years with dividends reinvested, against 12.7% a year for the S&P 500. At that pace, $10,000 became about $15,000. Annual return is the steady yearly rate that would produce the same total result, so investments held over the same span compare fairly. Guide: What is performance and return? →
Volatility
AMX's volatility over the past 5 years was 25.8%, 1.5 times the S&P 500's 17.1%. Volatility measures how widely returns swing around their average: in roughly two years out of three, AMX's return lands within 25.8% of its average, either way. The higher it is, the rougher the ride and the harder it is to hold through a slump. Guide: Understanding and measuring risk (volatility) →
Sharpe ratio
AMX's Sharpe ratio over the past 5 years was 0.45, against 0.79 for the S&P 500, so AMX earned less for each unit of risk than an index fund did. The Sharpe ratio is the return earned above cash for each unit of volatility: two investments with the same return are not equal if one got there with far bigger swings. Guide: Balancing reward with risk (Sharpe ratio) →
Worst decline
AMX's worst fall from a peak to a low over the past 10 years was 44.4%, against 33.7% for the S&P 500. Losses and gains are not symmetric: climbing back from a 44.4% fall takes a 79.9% gain. Guide: Market crash risk and tail risk →
Correlation
Over the past 5 years, AMX's monthly returns had a correlation of 0.34 with the S&P 500. Correlation runs from 1 (moving in lockstep) through 0 (unrelated) to −1 (moving in opposite directions). They are only loosely linked, which makes it a real diversifier next to an index fund. In the table, the correlation column measures each option against AMX instead: the lower it is, the more that option would diversify a AMX holding. Guide: Correlation and diversification →
Show all 426 stocks and funds worth at least $500 million that earned more than AMX with less volatility

Out of 3,633 tested over 5 years. The strongest 100 are listed, best first, with funds that hold the same thing listed once.

#InvestmentFound inAnnual returnVolatilitySharpeWorst decline10Y returnCorr. with AMXExpense
1
JNJJohnson & Johnson · Pharmaceuticals
Whole market+12.7%17.9%0.76−27.4%+196%0.34—
2
DXJWisdomTree Japan Hedged Equity Fund · International Equity
Whole market+26.6%19.1%1.34−39.1%+428%0.370.48%
3
NVSNovartis AG · Pharmaceuticals
Whole market+17.1%20.7%0.87−26.8%+226%0.42—
4
LINLinde plc · Chemicals
Whole market+11.5%20.9%0.63−32.6%+394%0.42—
5
VIGVanguard Dividend Appreciation ETF · US Dividend Equity
Whole market+10.4%14.1%0.78−31.7%+258%0.420.04%
6
SCHDSchwab U.S. Dividend Equity ETF · US Dividend Equity
Whole market+9.7%14.3%0.72−33.4%+252%0.370.06%
7
RSGRepublic Services, Inc. · Environmental Services
Whole market+13.9%18.5%0.80−34.0%+446%0.24—
8
AEPAmerican Electric Power Company, Inc. · Electric Utilities
Whole market+12.4%20.2%0.68−32.9%+185%0.49—
9
ATOAtmos Energy Corporation · Gas Utilities
Whole market+14.9%18.4%0.85−32.9%+194%0.61—
10
MGVVanguard Morningstar Mega Cap Value ETF · US Large-Cap Value
Whole market+12.6%13.4%0.95−35.4%+244%0.390.05%
11
VTIVanguard Morningstar Total Stock Market ETF · US Total Market
Whole market+11.5%17.5%0.71−35.0%+302%0.340.03%
12
DBEFXtrackers MSCI EAFE Hedged Equity ETF · International Equity
Whole market+13.1%13.8%0.96−32.5%+206%0.470.35%
13
VOOVanguard S&P 500 ETF · US Large-Cap Equity
Whole market+12.8%16.9%0.80−34.0%+324%0.340.03%
14
IOOiShares Global 100 ETF · Global Equity
Whole market+15.7%17.2%0.94−31.4%+361%0.330.40%
15
WMTWalmart Inc. · Discount Retail
Whole market+20.8%22.6%0.96−25.7%+508%0.23—
16
BRK-BBerkshire Hathaway Inc. · Insurance
Whole market+13.4%17.1%0.82−29.6%+274%0.33—
17
VVisa Inc. · Payment Processing
Whole market+12.8%22.9%0.64−36.4%+429%0.29—
18
LVHIFranklin International Low Volatility High Dividend Index ETF · International Equity
Whole market+17.0%11.1%1.48−32.4%+194%0.480.40%
19
FTLSFirst Trust Long/Short Equity ETF · Broad Market
Whole market+10.2%10.4%0.99−20.6%+158%0.300.95%
20
KOThe Coca-Cola Company · Food & Beverages
Whole market+14.7%16.8%0.91−37.0%+204%0.36—
21
COSTCostco Wholesale Corporation · Discount Retail
Whole market+17.4%22.9%0.82−31.4%+685%0.31—
22
QQQInvesco QQQ Trust, Series 1 · US Large-Cap Growth
Whole market+14.5%23.0%0.71−35.1%+553%0.250.18%
23
EQWLInvesco S&P 100 Equal Weight ETF · Broad Market
Whole market+11.6%15.0%0.81−34.3%+291%0.390.30%
24
HFXINYLI FTSE International Equity Currency Neutral ETF · International
Whole market+11.4%15.3%0.79−32.4%+180%0.500.19%
25
CHCOCity Holding Company · Banks - Regional
Whole market+15.9%22.8%0.77−32.3%+286%0.17—
26
ILCViShares Morningstar Value ETF · Broad Market
Whole market+12.7%14.1%0.92−35.5%+220%0.410.04%
27
ABBVAbbVie Inc. · Pharmaceuticals
Whole market+26.1%23.4%1.11−45.1%+603%0.23—
28
DBJPXtrackers MSCI Japan Hedged Equity ETF · International
Whole market+20.9%19.2%1.09−31.3%+348%0.410.45%
29
PPHVanEck Pharmaceutical ETF · Healthcare
Whole market+11.6%15.8%0.78−29.7%+153%0.440.36%
30
PTNQPacer Trendpilot 100 ETF · Technology
Whole market+9.7%14.1%0.73−28.1%+305%0.040.65%
31
EQLALPS Equal Sector Weight ETF · Broad Market
Whole market+13.5%14.5%0.94−34.2%+387%0.450.19%
32
CORCencora, Inc. · Health Care Distribution
Whole market+24.2%22.8%1.07−32.4%+406%0.42—
33
IWDiShares Russell 1000 Value ETF · US Large-Cap Value
Whole market+11.4%14.7%0.81−38.5%+205%0.390.18%
34
LMTLockheed Martin Corporation · Aerospace & Defense
Whole market+11.1%24.2%0.56−36.7%+204%0.19—
35
VTVanguard Total World Stock ETF · Global Equity
Whole market+10.3%16.2%0.69−34.2%+223%0.400.06%
36
SOThe Southern Company · Electric Utilities
Whole market+11.3%18.8%0.67−38.4%+170%0.38—
37
CMECME Group Inc. · Capital Markets
Whole market+11.2%20.8%0.62−37.4%+319%0.14—
38
NGGNational Grid plc · Electric Utilities
Whole market+11.8%22.6%0.61−39.2%+118%0.50—
39
FJANFT Vest U.S. Equity Buffer ETF - January · Multi-Asset
Whole market+11.1%10.5%1.05−13.6%—0.290.85%
40
EBFEnnis, Inc. · Specialty Business Services
Whole market+11.2%21.4%0.60−35.4%+163%0.02—
41
SCHFSchwab International Equity ETF · Developed International Equity
Whole market+9.5%16.8%0.63−34.9%+155%0.490.03%
42
SCHGSchwab U.S. Large-Cap Growth ETF · US Large-Cap Growth
Whole market+13.1%22.4%0.67−34.5%+451%0.230.04%
43
DYNFiShares U.S. Equity Factor Rotation Active ETF · US Multifactor Equity
Whole market+14.7%17.5%0.87−34.7%—0.320.26%
44
SPMOInvesco S&P 500 Momentum ETF · US Momentum Equity
Whole market+18.7%20.8%0.93−30.9%+499%0.210.13%
45
DFIVDimensional - International Value ETF · International Equity
Whole market+14.8%16.4%0.93−25.4%—0.450.27%
46
AVLVAvantis U.S. Large Cap Value ETF · US Large-Cap Value
Whole market+14.0%16.9%0.86−19.5%—0.350.15%
47
HDViShares Core High Dividend ETF · US Dividend Equity
Whole market+12.9%13.0%1.00−37.0%+172%0.400.08%
48
NINiSource Inc · Gas Utilities
Whole market+15.1%20.3%0.80−30.9%+158%0.45—
49
DGXQuest Diagnostics Incorporated · Medical Diagnostics
Whole market+12.3%22.5%0.63−36.6%+243%0.54—
50
SPHQInvesco S&P 500 Quality ETF · US Quality Equity
Whole market+12.0%16.7%0.76−31.6%+300%0.360.20%
51
COWZPacer US Cash Cows 100 ETF · US Large-Cap Value
Whole market+11.4%17.7%0.70−38.7%—0.320.49%
52
BUFRFT Vest Laddered Buffer ETF · Buffered Equity
Whole market+9.9%10.5%0.96−13.7%—0.350.10%
53
RYRoyal Bank of Canada · Banks
Whole market+17.3%18.2%0.97−40.0%+352%0.36—
54
EWTiShares MSCI Taiwan ETF · International Equity
Whole market+20.4%24.2%0.89−38.9%+468%0.250.59%
55
RWLInvesco S&P 500 Revenue ETF · US Large-Cap Equity
Whole market+13.7%14.4%0.97−36.1%+287%0.410.39%
56
ORLYO'Reilly Automotive, Inc. · Specialty Retail
Whole market+15.9%23.4%0.75−42.0%+393%0.24—
57
PNWPinnacle West Capital Corporation · Electric Utilities
Whole market+13.4%19.9%0.73−39.3%+103%0.40—
58
JQUAJPMorgan U.S. Quality Factor ETF · US Quality Equity
Whole market+13.6%15.7%0.89−32.9%—0.350.12%
59
DIVOAmplify CWP Enhanced Dividend Income ETF · Equity Income
Whole market+11.1%11.9%0.95−30.0%—0.380.56%
60
MSIMotorola Solutions, Inc. · Communications Equipment
Same or nearby category+14.8%23.6%0.71−32.8%+625%0.38—
61
ACTEnact Holdings Inc. · Insurance
Whole market+20.5%24.3%0.89−20.2%—0.22—
62
GLDSPDR Gold Shares · Gold
Whole market+17.7%18.9%0.96−26.4%+213%0.260.40%
63
FLTWFranklin FTSE Taiwan ETF · Technology
Whole market+21.8%24.3%0.94−38.0%—0.240.19%
64
USMCPrincipal U.S. Mega-Cap ETF · Broad Market
Whole market+14.1%16.4%0.89−30.0%—0.320.12%
65
GCOWPacer Global Cash Cows Dividend ETF · International
Whole market+14.1%13.6%1.04−37.6%+168%0.450.60%
66
XMMOInvesco S&P MidCap Momentum ETF · US Mid-Cap Equity
Whole market+10.5%22.0%0.56−36.7%+390%0.320.34%
67
TDIVFirst Trust NASDAQ Technology Dividend Index Fund · Technology Equity
Whole market+16.2%21.3%0.81−32.0%+388%0.310.50%
68
MPLXMPLX Lp · Oil & Gas Midstream
Whole market+23.5%18.8%1.22−75.2%+350%0.07—
69
IDMOInvesco S&P International Developed Momentum ETF · International Equity
Whole market+13.3%18.2%0.78−31.3%+229%0.450.25%
70
FTGCFirst Trust Global Tactical Commodity Strategy Fund · Alternatives
Whole market+12.9%15.6%0.86−35.9%+139%0.020.98%
71
SPUSSP Funds S&P 500 Sharia Industry Exclusions ETF · Technology
Whole market+15.0%19.5%0.82−30.8%—0.290.45%
72
NWENorthwestern Energy Group Inc · Electric Utilities
Whole market+10.3%21.6%0.57−39.3%+104%0.38—
73
DIVIFranklin International Core Dividend Tilt Index ETF · International
Whole market+13.4%15.5%0.89−27.7%+184%0.480.09%
74
DIVBiShares Core Dividend ETF · Dividend & Income
Whole market+13.9%15.4%0.93−36.9%—0.320.05%
75
FTHIFirst Trust BuyWrite Income ETF · Dividend & Income
Whole market+10.3%13.3%0.81−32.7%+126%0.360.75%
76
FLQLFranklin U.S. Large Cap Multifactor Index ETF · Broad Market
Whole market+13.8%16.3%0.88−33.6%—0.380.15%
77
JMOMJPMorgan U.S. Momentum Factor ETF · Broad Market
Whole market+12.9%19.1%0.73−34.3%—0.320.12%
78
NULGNuveen ESG Large-Cap Growth · Broad Market
Whole market+11.4%21.9%0.60−36.2%—0.290.26%
79
FBTFirst Trust NYSE Arca Biotechnology Index Fund · Healthcare
Whole market+10.8%22.2%0.58−33.3%+203%0.240.55%
80
DSTLDistillate U.S. Fundamental Stability & Value ETF · Broad Market
Whole market+11.3%16.1%0.75−33.1%—0.370.39%
81
DDWMWisdomTree Dynamic International Equity Fund · International
Whole market+12.3%13.4%0.94−35.0%+149%0.510.40%
82
DHSWisdomTree U.S. High Dividend Fund · Dividend & Income
Whole market+12.0%13.9%0.89−37.4%+156%0.370.38%
83
RODMHartford Multifactor Developed Markets (ex-US) ETF · International
Whole market+10.6%13.5%0.82−36.0%+141%0.520.29%
84
RLYState Street Multi-Asset Real Return ETF · Multi-Asset
Whole market+9.9%13.3%0.78−34.2%+128%0.410.50%
85
RAAXVanEck Real Assets ETF · Commodities
Whole market+11.7%15.6%0.79−33.9%—0.410.55%
86
VFMOVanguard U.S. Momentum Factor ETF · Broad Market
Whole market+11.4%22.1%0.60−36.8%—0.360.13%
87
INFLHorizon Kinetics Inflation Beneficiaries ETF · Broad Market
Whole market+11.8%17.8%0.72−21.3%—0.380.85%
88
FDLOFidelity Low Volatility Factor ETF · Broad Market
Whole market+9.8%13.0%0.79−34.4%+249%0.400.15%
89
QGROAmerican Century U.S. Quality Growth ETF · Broad Market
Whole market+9.9%21.2%0.55−32.6%—0.280.29%
90
PDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF · Broad Commodities
Whole market+11.7%19.3%0.67−40.7%+153%0.040.74%
91
JPMJPMorgan Chase & Co. · Banks
Whole market+17.3%24.3%0.78−43.6%+537%0.27—
92
TDVGT. Rowe Price Dividend Growth ETF · Dividend & Income
Whole market+9.6%13.8%0.73−19.2%—0.440.50%
93
COMTiShares GSCI Commodity Dynamic Roll Strategy ETF · Commodities
Whole market+13.1%21.1%0.69−39.2%+160%0.020.49%
94
DUSADavis Select U.S. Equity ETF · Broad Market
Whole market+11.3%18.4%0.68−36.7%—0.320.59%
95
UTESVirtus Reaves Utilities ETF · Alternatives
Whole market+13.6%21.1%0.71−35.4%+210%0.460.49%
96
HLALWahed FTSE USA Shariah ETF · Broad Market
Whole market+14.0%18.0%0.82−33.6%—0.310.50%
97
ROUSHartford Multifactor US Equity ETF · Broad Market
Whole market+12.3%14.4%0.88−35.5%+238%0.440.19%
98
IDHQInvesco S&P International Developed Quality ETF · International
Whole market+10.0%17.9%0.63−33.6%+183%0.440.29%
99
FDRRFidelity Dividend ETF for Rising Rates · Dividend & Income
Whole market+12.6%15.0%0.87−36.5%+265%0.350.15%
100
EWJViShares MSCI Japan Value ETF · International
Whole market+14.9%18.2%0.86−30.1%—0.310.15%

AMX against its popular alternatives

The investments people most often weigh against AMX, compared period by period and year by year.

How do AMX's risk and return compare with its alternatives?

This map plots each investment's annual return over the past 5 years against its volatility, the size of its typical price swings. Investments toward the upper left earned more for a smoother ride, and those toward the lower right earned less for a rougher one. The dashed lines cross at AMX, which divides the map into what did better or worse on each measure.

Green points earned more than AMX with less volatility; red points earned less with more. Hover over a point for its figures. Total returns with dividends reinvested, annualized.

10.0%15.0%20.0%25.0%30.0%35.0%40.0%45.0%−15.0%−10.0%−5.0%0.0%5.0%10.0%15.0%20.0%25.0%Volatility over 5 years (annualized)Annual return over 5 yearsHigher return, lower volatilityLower return, higher volatilityAMX: 8.5% a year, volatility 25.8%SPY (S&P 500): 12.7% a year, volatility 17.1%ERIC: 1.7% a year, volatility 35.7%T: 9.8% a year, volatility 25.2%KT: 13.1% a year, volatility 22.6%VOD: 7.7% a year, volatility 28.2%TMUS: 6.4% a year, volatility 26.1%AMT: −4.8% a year, volatility 27.3%SBAC: −10.2% a year, volatility 30.3%TKC: 6.2% a year, volatility 38.5%TLK: −10.3% a year, volatility 28.2%SKM: 8.8% a year, volatility 30.0%TIGO: 21.0% a year, volatility 41.1%NOK: 11.6% a year, volatility 40.1%VIV: 15.3% a year, volatility 28.8%TIMB: 18.2% a year, volatility 31.6%VZ: 2.7% a year, volatility 22.9%CHT: 7.7% a year, volatility 13.3%RCI: −4.8% a year, volatility 23.4%BCE: −11.3% a year, volatility 20.0%TU: −12.3% a year, volatility 20.3%AMXSPY (S&P 500)ERICTKTVODTMUSAMTSBACTKCTLKSKMTIGONOKVIVTIMBVZCHTRCIBCETU10.0%20.0%30.0%40.0%50.0%−20.0%−10.0%0.0%10.0%20.0%30.0%Volatility over 5 years (annualized)Annual return over 5 yearsHigher return, lower volatilityLower return, higher volatilityAMX: 8.5% a year, volatility 25.8%SPY (S&P 500): 12.7% a year, volatility 17.1%ERIC: 1.7% a year, volatility 35.7%T: 9.8% a year, volatility 25.2%KT: 13.1% a year, volatility 22.6%VOD: 7.7% a year, volatility 28.2%TMUS: 6.4% a year, volatility 26.1%AMT: −4.8% a year, volatility 27.3%SBAC: −10.2% a year, volatility 30.3%TKC: 6.2% a year, volatility 38.5%TLK: −10.3% a year, volatility 28.2%SKM: 8.8% a year, volatility 30.0%TIGO: 21.0% a year, volatility 41.1%NOK: 11.6% a year, volatility 40.1%VIV: 15.3% a year, volatility 28.8%TIMB: 18.2% a year, volatility 31.6%VZ: 2.7% a year, volatility 22.9%CHT: 7.7% a year, volatility 13.3%RCI: −4.8% a year, volatility 23.4%BCE: −11.3% a year, volatility 20.0%TU: −12.3% a year, volatility 20.3%AMXSPY (S&P 500)ERICTTMUSAMTSBACTKCTLKSKMTIGONOKVIVTIMBVZCHTRCIBCETU
All figures
InvestmentAnnual returnVolatility
TIGO Millicom International Cellular S.A.+21.0%41.1%
TIMB TIM S.A.+18.2%31.6%
VIV Telefônica Brasil S.A.+15.3%28.8%
KT KT Corporation+13.1%22.6%
SPY S&P 500State Street SPDR S&P 500 ETF+12.7%17.1%
NOK Nokia Oyj+11.6%40.1%
T AT&T Inc.+9.8%25.2%
SKM SK Telecom Co.,Ltd+8.8%30.0%
AMX This pageAmérica Móvil, S.A.B. de C.V.+8.5%25.8%
CHT Chunghwa Telecom Co., Ltd.+7.7%13.3%
VOD Vodafone Group Public Limited Company+7.7%28.2%
TMUS T-Mobile US, Inc.+6.4%26.1%
TKC Turkcell Iletisim Hizmetleri A.S.+6.2%38.5%
VZ Verizon Communications Inc.+2.7%22.9%
ERIC Telefonaktiebolaget LM Ericsson (publ)+1.7%35.7%
RCI Rogers Communications Inc.−4.8%23.4%
AMT American Tower Corporation−4.8%27.3%
SBAC SBA Communications Corporation−10.2%30.3%
TLK Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk−10.3%28.2%
BCE BCE Inc.−11.3%20.0%
TU TELUS Corporation−12.3%20.3%
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Has AMX consistently beaten its popular alternatives?

This section compares AMX with the investments people most often weigh against it, checking each one over eight periods from one month to ten years. Counting how often an alternative earned more than AMX helps separate lasting outperformance from a single strong stretch.

A green cell means the alternative earned more than AMX over that period. "Qualified" marks those that did so in at least 3 of 5 short-term periods and 2 of 3 long-term periods.

InvestmentPeriods outperformed Short termLong termRisk · 5 yearsFund
1M3M6MYTD1Y3Y5Y10YVolatilitylower is calmerSharpehigher is betterWorst declinepast 10 yearsExpenseAssetsOverlapsame sectors
AMX América Móvil, S.A.B. de C.V. (this page)—+2.0%−12.3%−11.8%+12.1%+5.0%+48.3%+50.5%+149%25.8%0.45−44.4%—$68B—
ERIC QualifiedTelefonaktiebolaget LM Ericsson (publ)5/5 short2/3 long+5.5%+12.9%−8.0%+15.6%+15.6%+164%+8.9%+161%35.7%0.23−66.6%—$36B—
SKM QualifiedSK Telecom Co.,Ltd3/5 short2/3 long−9.6%+3.6%−13.9%+59.8%+52.7%+79.8%+52.4%+152%30.0%0.43−46.0%—$12B—
TIGO QualifiedMillicom International Cellular S.A.3/5 short2/3 long−15.4%−17.4%−2.8%+49.2%+78.9%+540%+159%+129%41.1%0.67−84.5%—$13B—
NOK QualifiedNokia Oyj3/5 short2/3 long−17.5%−10.2%−14.3%+40.3%+60.8%+211%+72.8%+123%40.1%0.47−62.6%—$49B—
VIV QualifiedTelefônica Brasil S.A.3/5 short2/3 long+7.2%−7.4%−18.4%+12.1%+11.9%+68.9%+104%+33.3%28.8%0.64−56.6%—$20B—
T Telecommunications ServicesAT&T Inc.2/5 short2/3 long−6.8%+8.0%−8.2%0.0%−5.9%+77.2%+59.7%+60.7%25.2%0.50−39.4%—$161B—
KT Telecommunications ServicesKT Corporation1/5 short2/3 long−3.5%+5.9%−12.7%+1.5%+1.5%+82.9%+84.9%+84.9%22.6%0.66−60.3%—$9.1B—
TIMB Telecommunications ServicesTIM S.A.0/5 short2/3 long+2.1%−13.1%−28.0%−1.5%−7.7%+51.7%+131%+112%31.6%0.69−52.6%—$9.1B—
VZ Telecommunications ServicesVerizon Communications Inc.4/5 short1/3 long−5.1%+4.0%−1.0%+17.2%+16.4%+71.5%+14.4%+55.8%22.9%0.23−41.2%—$185B—
VOD Telecommunications ServicesVodafone Group Public Limited Company4/5 short1/3 long−6.7%+3.1%+3.4%+21.3%+41.9%+109%+44.9%+9.3%28.2%0.41−62.2%—$37B—
TMUS Telecommunications ServicesT-Mobile US, Inc.0/5 short1/3 long−4.5%−18.9%−19.6%−19.7%−30.0%+21.1%+36.1%+253%26.1%0.37−44.0%—$169B—
CHT Telecommunications ServicesChunghwa Telecom Co., Ltd.5/5 short0/3 long+3.7%+11.7%+13.7%+18.5%+12.9%+49.3%+45.1%+101%13.3%0.63−23.8%—$37B—
AMT REIT - SpecialtyAmerican Tower Corporation3/5 short0/3 long+6.3%+11.1%+3.1%+8.2%−1.1%+27.5%−21.8%+107%27.3%-0.04−45.4%—$86B—
SBAC REIT - SpecialtySBA Communications Corporation2/5 short0/3 long+2.7%+0.1%−16.8%−4.1%−6.2%+0.4%−41.5%+79.2%30.3%-0.20−55.9%—$19B—
RCI Telecommunications ServicesRogers Communications Inc.2/5 short0/3 long−6.2%−6.5%−1.4%−12.5%−8.4%−1.3%−21.7%+12.2%23.4%-0.09−56.9%—$17B—
BCE Telecommunications ServicesBCE Inc.1/5 short0/3 long−8.7%−6.2%−14.0%−11.8%−11.4%−32.5%−45.2%−20.1%20.0%-0.51−56.6%—$19B—
TKC Telecommunications ServicesTurkcell Iletisim Hizmetleri A.S.0/5 short0/3 long−3.9%−14.6%−23.9%−11.1%−13.0%+24.6%+35.1%−5.2%38.5%0.35−73.4%—$4.3B—
TU Telecommunications ServicesTELUS Corporation0/5 short0/3 long−2.5%−16.5%−28.5%−31.3%−38.9%−34.4%−48.2%−8.4%20.3%-0.55−61.9%—$13B—
TLK Telecommunications ServicesPerusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk0/5 short0/3 long−16.1%−22.2%−30.6%−40.2%−30.3%−38.8%−41.9%−41.4%28.2%-0.24−57.6%—$11B—
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How did AMX do year by year?

This table shows each investment's total return in every full calendar year since 2002, along with where AMX ranked among its popular alternatives each year. Annual results reveal how consistently each one kept pace with AMX and how far its good and bad years diverged, detail that multiyear averages tend to smooth over.

Newest year first. Green marks a year in which the fund came out ahead of AMX; gray means the two finished within a fraction of a point. The rank row places AMX among the alternatives that traded the full year; dark green is the top quarter and red the bottom quarter.

InvestmentYears ahead of AMX202520242023202220212020201920182017201620152014201320122011201020092008200720062005200420032002
AMX This pageAmérica Móvil, S.A.B. de C.V.—+48.6%−20.3%+4.6%−10.2%+48.8%−6.7%+15.0%−15.2%+39.1%−8.5%−31.6%−3.6%+2.7%+3.7%−20.3%+23.3%+55.6%−49.0%+35.8%+55.6%+68.4%+92.3%+91.3%−26.2%
Rank among alternativesTop quarter in 5 of 246 of 2015 of 2011 of 208 of 202 of 2014 of 209 of 2014 of 206 of 2015 of 2017 of 2013 of 2015 of 2013 of 2016 of 208 of 205 of 2016 of 207 of 193 of 193 of 193 of 196 of 188 of 18
SPY S&P 500State Street SPDR S&P 500 ETF13 of 24+17.7%+24.9%+26.2%−18.2%+28.7%+18.3%+31.2%−4.6%+21.7%+12.0%+1.2%+13.5%+32.3%+16.0%+1.9%+15.1%+26.4%−36.8%+5.1%+15.9%+4.8%+10.7%+28.2%−21.6%
ERIC Telefonaktiebolaget LM Ericsson (publ)11 of 24+24.0%+33.5%+13.2%−44.4%−7.2%+38.3%+0.1%+35.2%+16.7%−36.4%−18.1%+2.3%+25.5%+3.4%−9.5%+28.7%+20.9%−30.3%−40.7%+18.8%+10.6%+77.8%+162%−87.1%
SKM SK Telecom Co.,Ltd12 of 24+2.5%+2.9%+11.5%−17.8%+15.2%+10.4%−10.4%−0.4%+43.7%+8.8%−21.8%+13.3%+62.3%+17.3%−21.8%+20.9%−5.0%−36.6%+13.2%+30.5%−8.4%+19.9%−10.0%−0.6%
TIGO Millicom International Cellular S.A.13 of 24+152%+38.9%+42.5%−55.6%−26.6%−19.6%−20.3%−1.3%+67.0%−23.1%−20.3%−22.5%+19.8%−9.7%+10.4%+39.8%+67.0%−61.1%+91.3%+130%+18.1%+30.0%+1,205%−85.3%
NOK Nokia Oyj9 of 24+50.7%+34.6%−23.9%−24.4%+59.3%+5.2%−34.9%+29.7%−0.3%−27.8%−8.4%+3.0%+105%−11.5%−50.3%−16.0%−14.5%−58.2%+93.4%+13.5%+20.0%−6.1%+12.0%−36.1%
VIV Telefônica Brasil S.A.6 of 24+65.8%−27.6%+64.5%−16.0%+5.5%−34.9%+20.1%−19.6%+10.8%+48.2%−49.0%−8.0%−20.1%−11.9%+11.7%−2.0%+28.6%−23.7%−0.7%+25.4%+5.2%+23.5%+71.0%−30.3%
T AT&T Inc.10 of 24+14.0%+44.0%−2.8%+6.5%−5.9%−19.6%+48.5%−20.8%−2.4%+32.0%+10.3%+2.4%+11.6%+19.4%+11.1%+14.0%+6.9%−26.9%+22.1%+55.6%+1.9%+5.5%+3.6%−27.6%
KT KT Corporation10 of 24+27.8%+20.1%+5.0%+13.4%+21.0%+0.2%−15.3%−8.9%+17.8%+21.3%−14.1%−5.1%−8.9%+7.1%−20.2%+30.7%+21.0%−41.5%+5.4%+22.6%+8.6%+17.1%−7.3%+7.6%
TIMB TIM S.A.10 of 24+79.3%−32.1%+68.3%+4.9%−13.5%−24.3%+29.5%−19.1%+66.0%+42.8%−61.3%−12.9%+37.4%−21.6%+30.6%+18.3%+147%−63.3%+3.5%+38.3%+71.4%+9.9%+89.0%−51.8%
VZ Verizon Communications Inc.11 of 24+8.9%+13.1%+2.7%−20.0%−7.5%−0.1%+13.8%+11.3%+4.0%+20.7%+3.6%−0.5%+18.6%+13.2%+18.2%+23.0%+3.8%−20.1%+22.1%+34.0%−22.2%+20.1%−5.7%−15.3%
VOD Vodafone Group Public Limited Company7 of 24+63.6%+5.6%−4.6%−27.2%−3.5%−9.5%+5.6%−34.8%+38.1%−20.0%−0.9%−8.8%+64.3%−4.7%+14.3%+21.5%+20.0%−42.3%+39.9%+18.4%−19.0%+11.7%+40.1%−28.3%
TMUS T-Mobile US, Inc.12 of 18−6.6%+39.7%+15.0%+20.7%−14.0%+72.0%+23.3%+0.1%+10.4%+47.0%+45.2%−19.9%+69.2%+14.5%−31.3%+65.5%−48.6%−23.7%——————
CHT Chunghwa Telecom Co., Ltd.10 of 22+14.9%+0.2%+10.9%−10.2%+13.5%+8.6%+7.3%+5.5%+17.6%+10.0%+7.0%−0.3%+1.0%+3.2%+11.0%+29.7%+29.0%−10.7%+7.0%+9.6%−12.8%+45.2%——
AMT American Tower Corporation13 of 24−0.9%−12.2%+5.4%−25.7%+32.9%−0.5%+47.9%+13.3%+37.7%+11.2%0.0%+25.8%+4.8%+30.4%+16.9%+19.5%+47.3%−31.2%+14.3%+37.5%+47.2%+70.0%+207%−62.8%
SBAC SBA Communications Corporation15 of 24−3.1%−18.2%−8.2%−27.3%+39.0%+17.8%+49.3%−0.9%+58.2%−1.7%−5.1%+23.3%+26.6%+65.2%+4.9%+19.9%+109%−51.8%+23.1%+53.6%+93.0%+146%+818%−96.9%
RCI Rogers Communications Inc.10 of 24+28.6%−31.9%+3.4%+1.6%+5.6%−3.0%−0.2%+3.7%+36.4%+16.1%−7.1%−10.1%+3.3%+23.0%+15.7%+15.8%+7.5%−31.7%+53.3%+41.4%+62.0%+58.8%+77.4%−44.2%
BCE BCE Inc.13 of 24+10.2%−35.5%−4.2%−10.7%+28.6%−2.0%+23.9%−12.6%+15.0%+17.3%−11.6%+11.3%+6.1%+8.6%+23.8%+35.5%+43.3%−47.1%+53.1%+7.8%+3.5%+13.5%+30.0%−16.3%
TKC Turkcell Iletisim Hizmetleri A.S.10 of 24−12.6%+39.4%+2.3%+37.6%−28.0%−4.9%+6.9%−40.7%+64.1%−18.7%−35.4%+13.3%−17.3%+37.3%−31.4%+2.1%+28.2%−45.5%+113%+6.4%+8.9%+110%+71.7%−24.8%
TU TELUS Corporation13 of 24+5.0%−18.4%−2.3%−14.4%+24.4%+7.3%+22.8%−8.5%+24.2%+20.4%−20.1%+8.7%+9.9%+26.7%+28.4%+46.8%+16.2%−38.4%+11.1%+14.2%+42.5%+61.1%+86.2%−23.7%
TLK Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk11 of 24+37.8%−32.3%+12.6%−14.6%+29.1%−13.4%+12.5%−15.6%+12.9%+35.7%+1.3%+32.0%+0.7%+26.4%−10.1%−7.5%+66.1%−37.1%−5.3%+97.9%+20.0%+31.1%+107%+55.8%
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Risk and diversification

How AMX has fallen, how it held up in crashes beside the S&P 500 and its popular alternatives, and what moves independently of it.

What were AMX's worst declines?

A drawdown is the decline from a peak to the lowest point before a new high. This section presents AMX's five deepest drawdowns since it began trading in 2001, alongside the S&P 500's return over the same dates, and how long each took to recover. Together, these figures show how much an investor could have lost and how long it took to get back to even.

Green means AMX fell less than the S&P 500 over the same dates. Based on daily closing prices with dividends reinvested.

DuringAMX fellS&P 500, same datesPeakLowTime to the lowBack at the peakTime to recover
2008 financial crisis−65.4%−44.2%Oct 2007Oct 200812 monthsOct 202517 years
Dot-com bust−50.0%−36.0%Feb 2001Aug 200218 monthsAug 200312 months
No named crash−32.4%−6.9%May 2006Jun 20061 monthOct 20064 months
No named crash−24.4%+3.5%Jun 2026Oct 20264 monthsNot yet—
No named crash−21.2%−5.2%Apr 2004May 20041 monthOct 20045 months

How did AMX do in stock market crashes?

This section measures how far AMX, the S&P 500 and each alternative fell from peak to trough during every major market crash since 2000. A smaller decline means an investment held up better, and comparing results across crashes shows whether that resilience was consistent or a one-off.

Note: AMX began trading on February 7, 2001, so its row reads "Not yet trading" for the dot-com bust. The older alternatives and the S&P 500 show how those crashes played out.

Newest crash first. Each figure is the fund's deepest fall within the crash window; green means a smaller fall than AMX.

InvestmentHeld up better2023 regional bank crisisMar 20232022 bear marketJan 2022Covid crashFeb 2020Late-2018 sell-offSep 2018February 2018 volatility shockFeb 20182015 China and oil sell-offAug 20152011 euro debt crisisJul 20112010 flash crashMay 20102008 financial crisisOct 2007Dot-com bustMar 2000
AMX This pageAmérica Móvil, S.A.B. de C.V.—−2.8%−24.8%−36.3%−24.9%−6.3%−33.5%−18.8%0.0%−65.4%Not yet trading
SPY S&P 500State Street SPDR S&P 500 ETF5 of 9−3.4%−24.5%−33.7%−19.3%−6.5%−12.8%−17.9%−1.5%−55.2%−47.5%
ERIC Telefonaktiebolaget LM Ericsson (publ)3 of 9−2.3%−53.5%−31.3%−13.3%−7.5%−19.2%−31.9%−0.8%−71.4%−98.6%
SKM SK Telecom Co.,Ltd6 of 9−0.9%−30.1%−31.3%−8.2%−8.9%−26.7%−16.5%−2.0%−60.4%−70.0%
TIGO Millicom International Cellular S.A.1 of 9−3.5%−61.2%−52.6%−8.9%−7.8%−44.3%−22.6%−1.4%−78.3%−99.5%
NOK Nokia Oyj4 of 9−2.1%−32.1%−42.4%−9.7%−2.8%−23.3%−21.1%0.0%−78.1%−82.1%
VIV Telefônica Brasil S.A.3 of 9−3.2%−35.0%−29.6%−7.0%−6.7%−37.8%−18.9%0.0%−51.3%−77.4%
T AT&T Inc.6 of 9−1.6%−29.2%−30.6%−18.3%−6.5%−8.6%−9.1%−0.3%−44.4%−63.5%
KT KT Corporation5 of 9−2.0%−22.9%−36.1%−7.9%−11.5%−20.0%−27.1%−1.8%−64.2%−68.0%
TIMB TIM S.A.2 of 9−3.3%−27.7%−39.3%−12.8%−4.1%−46.8%−26.2%−0.6%−74.7%−91.1%
VZ Verizon Communications Inc.5 of 9−2.6%−33.2%−13.6%−12.5%−7.4%−10.5%−9.9%0.0%−43.9%−55.2%
VOD Vodafone Group Public Limited Company5 of 9−1.7%−39.7%−42.2%−18.5%−8.5%−21.9%−12.9%−2.8%−59.0%−79.1%
TMUS T-Mobile US, Inc.5 of 9−2.6%−12.1%−26.0%−13.7%−7.4%−21.2%−52.5%−11.3%−57.5%—
CHT Chunghwa Telecom Co., Ltd.8 of 9−0.8%−22.0%−5.5%−5.8%−2.4%−7.4%−10.1%0.0%−37.4%—
AMT American Tower Corporation5 of 9−2.3%−34.2%−28.8%−8.4%−8.0%−19.2%−13.6%−2.9%−56.5%−98.7%
SBAC SBA Communications Corporation3 of 9−3.9%−34.1%−28.8%−8.7%−7.8%−33.6%−15.8%−0.6%−72.2%−99.6%
RCI Rogers Communications Inc.6 of 9−2.8%−38.1%−35.1%−6.5%−5.5%−17.7%−14.5%0.0%−61.2%−82.8%
BCE BCE Inc.7 of 9−1.7%−28.9%−33.9%−7.3%−2.1%−17.0%−9.8%0.0%−60.7%−50.7%
TKC Turkcell Iletisim Hizmetleri A.S.4 of 9−3.5%−39.1%−23.8%−11.0%−3.9%−27.9%−19.6%−3.1%−66.3%—
TU TELUS Corporation7 of 9−2.2%−28.1%−31.7%−10.3%−2.8%−25.4%−14.9%0.0%−58.5%−88.5%
TLK Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk6 of 9−0.1%−16.5%−38.9%−10.8%−3.2%−20.5%−16.4%0.0%−67.5%−61.6%
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How closely does AMX move with the S&P 500?

Upside capture measures how much of the S&P 500's gains an investment kept in the months the market rose, and downside capture how much of its losses it took in the months the market fell. An investment that captures more of the gains than the losses has compounded ahead of the market over time. This section compares AMX with its popular alternatives on both measures, and on beta (how strongly each has moved with the market), over the past 10 years.

Monthly total returns over the past 10 years, measured against SPY. 100% capture or a beta of 1.00 means moving in line with the S&P 500. Green marks a better figure than AMX's: more upside, less downside or a higher capture ratio. Sorted by capture ratio.

InvestmentUpside captureDownside captureCapture ratioBeta
AMX This pageAmérica Móvil, S.A.B. de C.V.58%55%1.050.69
CHT Chunghwa Telecom Co., Ltd.26%8%3.460.18
TMUS T-Mobile US, Inc.63%37%1.720.46
TIMB TIM S.A.53%50%1.050.59
NOK Nokia Oyj63%72%0.871.01
TIGO Millicom International Cellular S.A.70%82%0.850.88
SKM SK Telecom Co.,Ltd90%111%0.810.86
AMT American Tower Corporation61%79%0.780.60
T AT&T Inc.47%62%0.760.50
KT KT Corporation66%88%0.750.71
VZ Verizon Communications Inc.44%60%0.740.36
SBAC SBA Communications Corporation55%79%0.700.64
ERIC Telefonaktiebolaget LM Ericsson (publ)73%108%0.670.71
VIV Telefônica Brasil S.A.37%65%0.570.54
VOD Vodafone Group Public Limited Company52%100%0.530.69
RCI Rogers Communications Inc.53%104%0.510.59
TKC Turkcell Iletisim Hizmetleri A.S.45%94%0.480.78
TU TELUS Corporation42%93%0.460.67
BCE BCE Inc.43%100%0.430.50
TLK Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk33%97%0.340.57
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What diversifies AMX?

Correlation measures how closely two investments move together, on a scale from 1 (in lockstep) through 0 (unrelated) to -1 (in opposite directions). This section lists large ETFs and stocks whose returns have had a low correlation with AMX's. Because such investments tend not to fall at the same time, pairing AMX with them can reduce a portfolio's overall swings.

Only ETFs with at least $1.0B in assets and stocks worth at least $10B, with a correlation below 0.5 over the past 5 years and a positive return, are included, ranked by Sharpe ratio; funds that hold the same thing are shown once. The year columns are the years in which AMX lost money. The last two columns show a portfolio that is 80% AMX and 20% the other investment, rebalanced monthly.

ETFs

InvestmentCorrelation5Y returnSharpe202420222020201820162015201420112008200280/20 mix volatility80/20 mix annual return
AMX América Móvil, S.A.B. de C.V. (this page)1.00+50.5%0.45−20.3%−10.2%−6.7%−15.2%−8.5%−31.6%−3.6%−20.3%−49.0%−26.2%27.7%+6.9%
LVHI InternationalFranklin International Low Volatility High Dividend Index ETF0.48+119%1.48+15.9%+3.8%−9.0%−5.2%——————23.1%+9.3%
DXJ InternationalWisdomTree Japan Hedged Equity Fund0.37+225%1.34+29.8%+6.0%+3.9%−19.8%+1.1%+7.7%+8.1%−16.1%−20.8%—23.2%+11.2%
EMLP Broad MarketFirst Trust North American Energy Infrastructure Fund0.37+101%1.04+33.4%+10.4%−13.4%−8.7%+29.8%−25.3%+23.8%———23.4%+9.1%
HDV Dividend & IncomeiShares Core High Dividend ETF0.40+83.3%1.00+14.1%+7.1%−6.5%−3.0%+15.9%−0.3%+12.6%———23.4%+8.4%
SMH TechnologyVanEck Semiconductor ETF0.23+323%0.97+39.1%−33.5%+55.5%−9.1%+35.6%−0.3%+30.2%+6.8%−44.7%−47.0%24.7%+13.7%
DBEF InternationalXtrackers MSCI EAFE Hedged Equity ETF0.47+85.0%0.96+13.4%−5.1%+2.1%−9.5%+6.3%+4.1%+3.4%———23.3%+8.7%
GLD CommoditiesSPDR Gold Shares0.26+126%0.96+26.7%−0.8%+24.8%−1.9%+8.0%−10.7%−2.2%+9.6%+4.9%—23.3%+9.7%
SPMO Broad MarketInvesco S&P 500 Momentum ETF0.21+136%0.93+45.8%−10.4%+28.2%−0.9%+7.4%—————23.4%+10.4%

Stocks

InvestmentCorrelation5Y returnSharpe202420222020201820162015201420112008200280/20 mix volatility80/20 mix annual return
AMX América Móvil, S.A.B. de C.V. (this page)1.00+50.5%0.45−20.3%−10.2%−6.7%−15.2%−8.5%−31.6%−3.6%−20.3%−49.0%−26.2%27.7%+6.9%
CAH Medical - DistributionCardinal Health, Inc.0.25+479%1.55+19.0%+54.1%+10.1%−24.5%−17.5%+12.6%+23.0%+8.1%−39.6%−8.3%24.0%+13.4%
CLS Hardware, Equipment & PartsCelestica Inc.0.14+3,143%1.47+215%+1.3%−2.4%−16.3%+7.4%−6.0%+12.9%−24.4%−20.5%−65.1%26.5%+25.8%
FIX Engineering & ConstructionComfort Systems USA, Inc.0.39+1,636%1.46+107%+17.0%+6.7%+0.8%+18.3%+67.7%−10.4%−17.0%−15.2%−9.4%26.9%+21.4%
MCK Medical - DistributionMcKesson Corporation0.35+413%1.44+23.7%+51.8%+27.1%−28.4%−28.3%−4.5%+29.3%+11.8%−40.4%−27.2%24.4%+12.7%
MPC Oil & Gas Refining & MarketingMarathon Petroleum Corporation0.12+690%1.41−4.0%+86.6%−27.4%−8.2%+0.7%+17.4%+0.4%———23.8%+15.5%
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Common questions

What was AMX's worst drawdown?

AMX's deepest decline since it began trading in 2001 was 65.4%, from October 2007 to October 2008. It took about 17 years from the low to climb back to its old high.

What were AMX's best and worst years?

Over 24 full calendar years, AMX's best year was 2004, when it returned 92.3%. Its worst was 2008, with a return of -49.0%.

Is there a better investment than AMX?

Among AMX's popular alternatives, KT earned more than AMX with less volatility over the past 5 years: 13.1% a year at 22.6% volatility, against 8.5% a year at 25.8%. Looking beyond its popular alternatives, MSI (communications equipment) earned more than AMX with less volatility over the past 5 years: 14.8% a year at 23.6% volatility, against 8.5% a year at 25.8%.

Is AMX more volatile than the S&P 500?

Yes. AMX's volatility over the past 5 years was 25.8%, 1.5 times the S&P 500's 17.1%. Volatility measures how widely returns swing around their average: in roughly two years out of three, AMX's return lands within 25.8% of its average, either way. The higher it is, the rougher the ride and the harder it is to hold through a slump.

What is AMX's Sharpe ratio?

AMX's Sharpe ratio over the past 5 years was 0.45, against 0.79 for the S&P 500, so AMX earned less for each unit of risk than an index fund did. The Sharpe ratio is the return earned above cash for each unit of volatility: two investments with the same return are not equal if one got there with far bigger swings.

How correlated is AMX with the S&P 500?

Over the past 5 years, AMX's monthly returns had a correlation of 0.34 with the S&P 500. Correlation runs from 1 (moving in lockstep) through 0 (unrelated) to −1 (moving in opposite directions). They are only loosely linked, which makes it a real diversifier next to an index fund. In the table, the correlation column measures each option against AMX instead: the lower it is, the more that option would diversify a AMX holding.

What are the best alternatives to AMX?

Of the 19 popular alternatives we compared, five outperformed AMX in at least 3 of 5 short-term and 2 of 3 long-term timeframes, with dividends reinvested: ERIC, SKM and TIGO.

Did AMX outperform the S&P 500?

AMX finished ahead of the S&P 500 (SPY) in 11 of 24 full calendar years. In 2025, it returned +48.6%, against +17.7% for the index.

How did AMX do in stock market crashes?

AMX fell less than the S&P 500 (SPY) in two of the nine major crashes it has traded through, and further in five. The clearest case was the 2015 China and oil sell-off, when AMX fell 33.5% and the S&P 500 fell 12.8%.

What diversifies AMX?

These had a low correlation with AMX over the past 5 years and still earned a positive 5-year return: among large ETFs, LVHI (correlation 0.48), DXJ (correlation 0.37) and EMLP (correlation 0.37); among large stocks, CAH (correlation 0.25), CLS (correlation 0.14) and FIX (correlation 0.39). A correlation near zero means the two have moved largely independently.

How we measure

More research

Popular alternatives to AMX

Other stocks and ETFs