Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MXCHY (Orbia Advance Corp) | 42.53% | 76.43% | -15.00% | -3.33% | -3.15% | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 08/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MXCHY (Orbia Advance Corp) | 08/06/2012 | 06/08/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.08 | 76.43 | -15.00 | -3.33 | -3.15 | NA | NA | … | … | 42.53 | 9.68 | -62.28 | 12.62 | -18.06 | 16.75 | 23.52 | -14.41 | 8.49 | 3.32 | 2.26 | -20.05 | -29.23 | -27.41 | 24.23 |
| Sharpe Ratio | NA | 1.25 | -0.28 | -0.07 | -0.06 | NA | NA | … | … | 2.22 | 0.11 | -0.81 | 0.09 | -0.23 | 0.13 | 0.14 | -0.49 | 0.15 | 0.08 | 0.05 | -0.74 | -1.10 | -0.91 | 4.12 |
| Standard Deviation(%) | NA | 58.91 | 79.61 | 89.44 | 86.64 | NA | NA | … | … | 53.07 | 61.84 | 81.80 | 96.75 | 86.05 | 127.72 | 163.80 | 32.20 | 48.05 | 32.75 | 37.36 | 26.97 | 26.69 | 30.28 | 17.64 |
| Draw Down(%) | NA | 21.92 | 76.00 | 76.00 | 76.00 | NA | NA | … | … | 18.85 | 26.81 | 68.07 | 40.80 | 38.50 | 37.70 | 58.83 | 32.14 | 41.97 | 19.23 | 20.48 | 22.01 | 35.96 | 35.43 | 2.32 |
| Yield(%) | 0.00 | 0.00 | 1.96 | 3.90 | 3.00 | 1.23 | 0.92 | … | … | 0.00 | 0.00 | 3.28 | 3.28 | 5.19 | 3.99 | 5.36 | 5.40 | 3.56 | 1.91 | 0.85 | 1.00 | 0.00 | 1.28 | 0.11 |
Data as of 06/08/2026, Common starting date is 08/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MXCHY (Orbia Advance Corp) |
-34.84%
May 2022 – May 2025 |
-19.48%
Feb 2020 – Feb 2025 |
-10.97%
Oct 2014 – Oct 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MXCHY (Orbia Advance Corp) |
30.57%
Jun 2020 – Jun 2023 |
9.70%
Feb 2016 – Feb 2021 |
-1.24%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart