Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MCHX (Marchex, Inc.) | -10.24% | -25.13% | -9.50% | -12.10% | -4.69% | -7.60% | -8.85% | … | … |
Data as of 06/10/2026, Common starting date is 03/31/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MCHX (Marchex, Inc.) | 03/31/2004 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.49 | -25.13 | -9.50 | -12.10 | -4.69 | -7.60 | -8.85 | … | … | -10.24 | -4.57 | 28.68 | -15.00 | -35.48 | 26.53 | -48.15 | 42.64 | 16.44 | 21.68 | -31.93 | -14.33 | -46.17 | 110.26 | -29.11 | -33.76 | 91.26 | -11.07 | -45.77 | -18.22 | -40.51 | 7.09 | 136.59 |
| Sharpe Ratio | NA | -0.53 | -0.22 | -0.22 | -0.11 | NA | NA | … | … | -0.54 | -0.15 | 0.56 | -0.36 | -0.58 | 0.46 | -0.60 | 0.84 | 0.42 | 0.64 | -0.85 | -0.28 | -0.58 | 2.49 | -0.60 | -0.55 | 1.67 | -0.13 | -0.62 | -0.43 | -1.03 | 0.09 | 3.42 |
| Standard Deviation(%) | NA | 42.44 | 53.61 | 55.43 | 53.82 | NA | NA | … | … | 38.74 | 51.05 | 57.27 | 54.03 | 64.13 | 57.13 | 80.81 | 48.80 | 36.10 | 32.83 | 37.63 | 50.81 | 79.98 | 44.30 | 48.78 | 61.51 | 54.75 | 83.40 | 75.53 | 49.86 | 42.56 | 53.47 | 62.03 |
| Draw Down(%) | NA | 38.81 | 43.32 | 65.25 | 77.31 | NA | NA | … | … | 23.43 | 37.62 | 22.75 | 42.40 | 51.72 | 34.99 | 68.98 | 44.10 | 19.50 | 17.18 | 46.33 | 30.18 | 71.22 | 17.58 | 49.70 | 47.31 | 33.71 | 49.88 | 69.89 | 47.57 | 51.48 | 44.69 | 35.57 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 1.72 | 0.93 | 0.47 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 18.12 | 0.00 | 0.00 | 0.99 | 0.95 | 0.00 | 4.69 | 0.94 | 1.88 | 1.61 | 0.92 | 0.73 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 03/31/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCHX (Marchex, Inc.) |
-45.33%
Mar 2006 – Mar 2009 |
-24.92%
Jun 2007 – Jun 2012 |
-16.36%
Feb 2014 – Feb 2024 |
-12.71%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCHX (Marchex, Inc.) |
29.63%
Nov 2016 – Nov 2019 |
31.90%
Jun 2009 – Jun 2014 |
8.48%
Jun 2009 – Jun 2019 |
-0.64%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart