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BWMX (Betterware de MexicoPI de CV) 3-Year Sharpe Ratio : 0.13 (As of Jul. 12, 2025)


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What is Betterware de MexicoPI de CV 3-Year Sharpe Ratio?

The 3-Year Sharpe Ratio measures the additional return that an investor receives per unit of increase in risk over the past three years. As of today (2025-07-12), Betterware de MexicoPI de CV's 3-Year Sharpe Ratio is 0.13.


Competitive Comparison of Betterware de MexicoPI de CV's 3-Year Sharpe Ratio

For the Specialty Retail subindustry, Betterware de MexicoPI de CV's 3-Year Sharpe Ratio, along with its competitors' market caps and 3-Year Sharpe Ratio data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Betterware de MexicoPI de CV's 3-Year Sharpe Ratio Distribution in the Retail - Cyclical Industry

For the Retail - Cyclical industry and Consumer Cyclical sector, Betterware de MexicoPI de CV's 3-Year Sharpe Ratio distribution charts can be found below:

* The bar in red indicates where Betterware de MexicoPI de CV's 3-Year Sharpe Ratio falls into.


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Betterware de MexicoPI de CV 3-Year Sharpe Ratio Calculation

The 3-Year Sharpe Ratio measures the performance of an investment such as a stock or portfolio compared to a risk-free asset in the last three years. A stock / portfolio's 3-Year Sharpe Ratio can be calculated by dividing the difference between the three-year average monthly returns of the investment and the risk-free rate, by the standard deviation of the investment returns over the past three years.


Betterware de MexicoPI de CV  (NYSE:BWMX) 3-Year Sharpe Ratio Explanation

The 3-Year Sharpe Ratio inidicates the risk-adjusted return of an investment over the past three years. It is calculated as the annualized result of the average three-year monthly excess returns divided by its standard deviation in the three-year period. The monthly excess return is the monthly investment return minus the monthly risk-free rate (typically the 10-year Treasury Constant Maturity Rate). If the risk-free rate for a specific region is not available, U.S. data is used by default.

The greater a portfolio's Sharpe Ratio, the better its risk-adjusted performance. A negative Sharpe Ratio means the risk-free rate is greater than the portfolio’s historical or projected return, or else the portfolio's return is expected to be negative.


Betterware de MexicoPI de CV 3-Year Sharpe Ratio Related Terms

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Betterware de MexicoPI de CV Business Description

Traded in Other Exchanges
Address
Luis Enrique Williams 549, Colonia Belenes Norte, Zapopan, JAL, MEX, 45145
Betterware de Mexico SAPI de CV is a direct-to-consumer selling company. The company operates through two business segments: the home organization products (Betterware segment or BWM segment) and the beauty and personal care products (B and PC) (JAFRA segment). The Betterware's segment is divided in seven categories of the home organization: Kitchen and food preservation, Home solutions, Bedroom, Bathroom, Laundry & Cleaning, Tech & mobility and wellness. The JAFRA's segment is divided into four categories beauty and personal care: fragrance, color (cosmetics), skin care and toiletries. The company generates a majority of its revenue from the Beauty and personal care (B&PC) (JAFRA segment). Geographically, key revenue for the company is derived from Mexico.