Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MCHT (Mauch Chunk Trust Financial Corp) | -14.29% | -8.18% | -6.53% | -10.87% | -3.23% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/26/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MCHT (Mauch Chunk Trust Financial Corp) | 09/26/2012 | 06/05/2026 |
| 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 (%) | -1.64 | -8.18 | -6.53 | -10.87 | -3.23 | NA | NA | … | … | -14.29 | 14.68 | -23.26 | -6.71 | -18.75 | 4.12 | -18.23 | 10.37 | 3.69 | 12.57 | 7.21 | -3.29 | 11.69 | 16.31 | -4.79 |
| Sharpe Ratio | NA | -0.21 | -0.23 | -0.29 | -0.12 | NA | NA | … | … | -1.12 | 0.32 | -1.10 | -0.17 | -0.26 | 0.18 | -0.49 | 0.57 | 0.17 | 0.86 | 0.33 | -0.24 | 1.47 | 1.49 | -1.07 |
| Standard Deviation(%) | NA | 38.50 | 37.38 | 50.57 | 38.82 | NA | NA | … | … | 27.85 | 37.35 | 24.42 | 60.49 | 77.71 | 23.08 | 37.65 | 15.55 | 13.35 | 13.99 | 21.11 | 14.10 | 7.95 | 10.93 | 16.46 |
| Draw Down(%) | NA | 25.05 | 36.03 | 52.20 | 54.54 | NA | NA | … | … | 16.85 | 17.71 | 23.62 | 26.39 | 49.67 | 12.36 | 33.33 | 8.07 | 6.85 | 6.43 | 10.80 | 16.67 | 3.57 | 5.06 | 7.69 |
| Yield(%) | 0.00 | 1.21 | 2.58 | 2.06 | 2.46 | 2.63 | 1.97 | … | … | 0.00 | 2.56 | 3.41 | 3.58 | 2.80 | 2.68 | 2.00 | 2.41 | 1.46 | 3.20 | 3.17 | 3.72 | 3.92 | 4.22 | 2.20 |
Data as of 06/05/2026, Common starting date is 09/26/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCHT (Mauch Chunk Trust Financial Corp) |
-18.38%
May 2021 – May 2024 |
-13.11%
Dec 2019 – Dec 2024 |
-4.22%
Jan 2015 – Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCHT (Mauch Chunk Trust Financial Corp) |
11.19%
May 2016 – May 2019 |
9.77%
Jan 2013 – Jan 2018 |
2.36%
Feb 2013 – Feb 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart