Betterware de México, S.A.P.I. de C.V.

10-Year Study

BWMX.US · Consumer Cyclical · US · Common Stock

Executive Summary: Betterware de México, S.A.P.I. de C.V. has compounded at 16.4% annually over the last 10 years, with a maximum drawdown of 85.4% and an annualized volatility of 93.9%.

1Y CAGR
+162.2%
3Y CAGR
+25.0%
5Y CAGR
-9.0%
10Y CAGR
+16.4%

History & Riski10-year historical performance analysis including CAGR, Max Drawdown, Sharpe & Sortino ratios, annual returns, and rolling volatility — all computed from daily market data.

10-Year Growth of $10,000

Max DrawdownMax DrawdownThe largest peak-to-trough decline in the asset's value over the measurement period.Click for full definition →
85.4%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
0.52
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
0.97
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
53.0%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2020 · +254.4%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2022 · -66.1%
% Positive Years% Positive YearsThe percentage of calendar years in the measurement period where the asset delivered a positive return.Click for full definition →
57%

Annual Returns

Rolling 12-Month Returns

Rolling 12-Month Annualised Volatility

Historical Drawdowns

Monthly Returns

Monthly Returns Heatmap

YearJanFebMarAprMayJunJulAugSepOctNovDecAnn.
202626.4-7.71.89.3————————29.7%
20250.70.82.9-15.0-15.69.252.03.90.67.71.2-1.339.8%
20241.127.713.4-15.81.3-12.35.1-9.5-6.60.22.0-11.4-12.0%
202330.720.319.48.5-4.46.99.622.9-4.5-24.116.0-0.7133.9%
20227.1-18.1-4.6-6.4-9.1-38.216.2-16.5-8.8-1.7-7.0-4.6-66.1%
20215.421.2-10.321.9-7.015.2-15.00.7-15.9-23.6-2.6-19.6-35.6%
20200.3-0.5-8.4-1.1-2.710.732.742.41.249.85.220.6254.4%
2019—-0.50.61.20.20.30.50.50.60.1-0.41.04.1%

Risk X-RayiA 19-factor macroeconomic risk decomposition showing exactly which market forces (equity beta, rates, inflation, credit, commodity, crypto) drive this asset's volatility. Powered by multivariate regression against daily factor returns.

Risk Profile Insight: This asset has an estimated annualized volatility of 93.9%. The dominant macroeconomic risk driver is SHV.US, accounting for 74.5% of variance. Idiosyncratic stock-specific factors contribute 13.8%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2019-01-0110000
2019-02-019948.954629961838
2019-03-0110010.111223458038
2019-04-0110132.261326201115
2019-05-0110152.646857366513
2019-06-0110178.088000260934
2019-07-0110223.914674320753
2019-08-0110274.960044358917
2019-09-0110335.953553605792
2019-10-0110346.227861313155
2019-11-0110305.456798982354
2019-12-0110407.221370560032
2020-01-0110433.804103199713
2020-02-0110386.835839394631
2020-03-019511.073420529045
2020-04-019409.308848951368
2020-05-019158.811441990933
2020-06-0110142.046381160508
2020-07-0113453.635147917414
2020-08-0119159.62686323755
2020-09-0119394.142013764307
2020-10-0129053.948269676115
2020-11-0130576.66590560683
2020-12-0136884.27541668026
2021-01-0138882.38363938811
2021-02-0147134.77282364069
2021-03-0142257.57526338106
2021-04-0151520.92370918816
2021-05-0147895.234678234774
2021-06-0155162.758080824555
2021-07-0146869.59783424117
2021-08-0147218.598127792815
2021-09-0139704.16517172771
2021-10-0130347.53253530774
2021-11-0129548.582797873383
2021-12-0123756.64568315992
2022-01-0125445.546169150984
2022-02-0120837.76378877328
2022-03-0119869.369516292118
2022-04-0118597.638540069802
2022-05-0116900.094588864606
2022-06-0110437.2288724355
2022-07-0112128.412537917087
2022-08-0110123.45477673766
2022-09-019229.100753449231
2022-10-019067.647346619264
2022-11-018434.06503799863
2022-12-018050.164715091816
2023-01-0110520.401839590331
2023-02-0112652.076062493885
2023-03-0115105.678593561432
2023-04-0116387.846961740437
2023-05-0115669.134674973091
2023-06-0116745.490720506215
2023-07-0118351.38132359177
2023-08-0122544.766626439217
2023-09-0121527.120910662445
2023-10-0116346.91281516031
2023-11-0118966.208943540234
2023-12-0118831.012100851298
2024-01-0119047.26181545386
2024-02-0124315.535405590526
2024-03-0127563.521315111386
2024-04-0123204.11624645292
2024-05-0123507.45295019407
2024-06-0120614.82761994846
2024-07-0121660.197658110177
2024-08-0119595.224893179817
2024-09-0118309.957924263672
2024-10-0118338.82383639388
2024-11-0118707.23115561499
2024-12-0116572.621416223625
2025-01-0116691.18366548159
2025-02-0116824.586581427964
2025-03-0117312.37157115366
2025-04-0114708.731530708763
2025-05-0112413.97305848201
2025-06-0113558.172151733583
2025-07-0120611.565934962
2025-08-0121412.798851886884
2025-09-0121540.98307185492
2025-10-0123190.580253759093
2025-11-0123467.82347760853
2025-12-0123174.271828826775
2026-01-0129289.931178446786
2026-02-0127023.0601128543
2026-03-0127496.00443589158
2026-04-0130056.427150265827
Annual Return Matrix
YearAnnual Return
20202.5441040507717623
2021-0.3559139927575642
2022-0.6611405152707128
20231.339208297880961
2024-0.11992933107007986
20250.39834678212950214
20260.2969739619985925
Total Factor Risk
0.9386497707097299
VTI.US Exposure
0.012692478450364768
VEA.US Exposure
0.012833473335283212
VWO.US Exposure
-0.0016330972940751143
QQQ.US Exposure
-0.006046387378990213
VTV.US Exposure
-0.0021025938677352884
IJR.US Exposure
-0.0037788849302770916
QUAL.US Exposure
0.01653315544763758
SHV.US Exposure
0.7447033766372465
TLT.US Exposure
-0.0024119389614372824
LQD.US Exposure
-0.0009585239911145013
HYG.US Exposure
0.032660843948663705
GLD.US Exposure
0.0006281914912054904
USO.US Exposure
0.009128315325898233
VNQ.US Exposure
0.02093462197857041
BTC-USD.CC Exposure
0.00024292792314430225
CPER.US Exposure
0.003042812724488883
VIX.INDX Exposure
0.002728314138258359
UUP.US Exposure
0.015292188523083516
TIP.US Exposure
0.007665766618505686
Idiosyncratic Exposure
0.13784495988127876
Value Score
45.7
Growth Score
50
Profit Score
37.5
Health Score
23.6
Yield Score
82.3
Moat Score
40

Factor Risk Decomposition

Share of annualised volatility attributable to each macro factor.

Total Est. Vol
93.9%

FundamentalsiCompany financial health metrics: P/E valuation, dividend yield, Piotroski F-Score (9-point profitability signal), Altman Z-Score (bankruptcy risk proxy), and a radar chart across 6 fundamental dimensions. Note: ETFs may show N/A for some metrics.

Fundamental Dimensions

Core Valuation

P/E Ratio (TTM)P/E RatioPrice-to-Earnings ratio — the market price of a stock divided by its earnings per share, a key valuation measure.Click for full definition →10.8x
Dividend YieldDividend YieldAnnual dividend paid per share divided by the current share price — expressed as a percentage income return.Click for full definition →6.86%
Market Cap$631.4M
Piotroski F-ScorePiotroski F-ScoreA 9-point scoring system evaluating a company's financial strength across profitability, leverage, and operating efficiency.Click for full definition →
9-point profitability signal
0.0/ 9
Weak
Altman Z-ScoreAltman Z-ScoreA bankruptcy prediction model that combines 5 financial ratios into a single score indicating financial distress risk.Click for full definition →
Bankruptcy risk proxy
1.18
Distress Zone
Income Simulation

Based on $10,000 initial investment.

Total Income Generated
$506
Avg Yield on Cost
5.06%
Annual Income Simulation Table
Historical Realised Yields
YearAnnual PayoutYield on CostQuality
2026$505.565.06%Solid

Momentum & MacroiPrice momentum indicators relative to key technical levels: distance from 50-Day SMA (intermediate trend), 200-Day SMA (long-term trend), 52-Week High (bullish proximity), and Beta (market sensitivity coefficient).

vs 50-Day SMAMoving Averages (SMA)A rolling average of an asset's price over a defined window — used to identify trends and momentum signals.Click for full definition →
+4.0%
Above/below 50-day moving average
vs 200-Day SMAMoving Averages (SMA)A rolling average of an asset's price over a defined window — used to identify trends and momentum signals.Click for full definition →
+26.9%
Above/below 200-day moving average
vs 52-Week High52-Week HighThe highest price an asset reached in the past 52 weeks — a key reference for momentum and valuation context.Click for full definition →
5.2% from high
Distance from 52-week high
BetaBetaA measure of an asset's sensitivity to broad market movements relative to a benchmark (e.g. S&P 500).Click for full definition →
1.21
Market sensitivity coefficient

Frequently Asked Questions & Methodology

Is Betterware de México, S.A.P.I. de C.V. a high-risk investment?

Betterware de México, S.A.P.I. de C.V. (BWMX.US) has an annualized volatility of 93.9% and experienced a maximum drawdown of 85.4% over the last 10 years. Its primary macro risk driver is SHV.US.

What is the 10-year return of BWMX.US?

Over the past 10 years, BWMX.US has generated a Compound Annual Growth Rate (CAGR) of 16.4%. It has had a positive return in 57% of the years measured.

Data Methodology & Trust

The risk and return information on this page is pre-calculated mathematically using daily market data spanning a 10-year period. Fundamentals (such as P/E Ratio, Market Cap, and Dividend Yield) represent trailing averages and may not immediately reflect real-time live market fluctuations. Advanced scoring models like the Piotroski F-Score and Altman Z-Score are proxies applied to publicly available trailing-twelve-month financial statements and may not account for recent off-balance-sheet events, qualitative company shifts, or sector-specific capital structures. Macroeconomic factor exposures are estimated via multivariate regression against standard market indices. This data is provided for quantitative insight and backtesting research, and should not be misconstrued as tailored financial advice.

Run a Full Backtest on Betterware de México, S.A.P.I. de C.V.

stresstest.pro lets you simulate DCA vs Lump Sum, Monte Carlo projections, portfolio optimisation, and more — all in seconds.

Start a Free Backtest