Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MXCHF (Orbia Advance Corporation S.A.B. de C.V) | 52.94% | 85.71% | -12.88% | -12.81% | 2.82% | 3.22% | NA | … | … |
Data as of 06/03/2026, Common starting date is 05/24/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MXCHF (Orbia Advance Corporation S.A.B. de C.V) | 05/24/2011 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.11 | 85.71 | -12.88 | -12.81 | 2.82 | 3.22 | NA | … | … | 52.94 | 16.44 | -66.12 | 26.76 | -23.33 | 7.47 | 57.75 | 5.64 | -6.18 | 25.24 | 16.17 | -24.47 | -30.44 | -3.64 | 142.48 | -5.41 |
| Sharpe Ratio | NA | 1.36 | -0.29 | -0.30 | 0.02 | NA | NA | … | … | 2.70 | 0.26 | -1.03 | 0.55 | -0.67 | 0.18 | 0.74 | 0.09 | -0.20 | 0.99 | 0.36 | -0.73 | -0.95 | -0.10 | 2.85 | -0.18 |
| Standard Deviation(%) | NA | 61.03 | 58.65 | 51.59 | 49.98 | NA | NA | … | … | 66.88 | 53.77 | 67.57 | 42.54 | 37.08 | 41.61 | 77.52 | 44.94 | 37.57 | 24.83 | 44.21 | 33.34 | 31.94 | 38.48 | 50.60 | 49.10 |
| Draw Down(%) | NA | 23.08 | 73.06 | 76.11 | 76.11 | NA | NA | … | … | 23.08 | 27.06 | 68.28 | 31.02 | 38.11 | 20.19 | 63.27 | 40.28 | 38.60 | 15.85 | 17.91 | 26.21 | 37.08 | 33.17 | 11.81 | 32.09 |
| Yield(%) | 0.00 | 0.00 | 2.10 | 1.72 | 6.86 | 7.21 | 5.60 | … | … | 0.00 | 0.00 | 1.89 | 6.54 | 2.27 | 2.58 | 24.73 | 7.83 | 1.92 | 11.71 | 16.74 | 1.35 | 0.00 | 17.63 | 40.23 | 3.71 |
Data as of 06/03/2026, Common starting date is 05/24/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MXCHF (Orbia Advance Corporation S.A.B. de C.V) |
-34.00%
Jun 2022 – Jun 2025 |
-16.25%
Dec 2020 – Dec 2025 |
-6.59%
Jun 2015 – Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MXCHF (Orbia Advance Corporation S.A.B. de C.V) |
43.09%
Apr 2020 – Apr 2023 |
23.66%
Jul 2016 – Jul 2021 |
11.92%
Aug 2011 – Aug 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart