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Performance

MXNUSD=X Performance Chart

MXN/USD (MXNUSD=X) is up 4.3% since the beginning of the year. MXNUSD=X is currently trading at $0 per share. Investors who bought $1,000 worth of MXNUSD=X shares 5 years ago would now be looking at an investment worth $1,156.


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S&P 500 Index

Returns By Period

MXN/USD (MXNUSD=X) has returned 4.28% so far this year and 10.94% over the past 12 months.


MXN/USD

1D
0.37%
1M
-0.11%
YTD
4.28%
6M
5.21%
1Y
10.94%
3Y*
0.36%
5Y*
2.94%
10Y*
0.78%

Benchmark (S&P 500 Index)

1D
-2.64%
1M
0.25%
YTD
7.86%
6M
7.47%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

MXNUSD=X Monthly Returns History

Based on dividend-adjusted daily data since Jul 3, 2007, MXNUSD=X's average daily return is -0.01%, while the average monthly return is -0.15%.

Historically, 52% of months were positive and 48% were negative. The best month was May 2020 with a return of +8.9%, while the worst month was Mar 2020 at -16.9%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 7 months.

On a daily basis, MXNUSD=X closed higher 50% of trading days. The best single day was Oct 13, 2008 with a return of +7.1%, while the worst single day was Oct 9, 2008 at -8.6%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20263.15%1.38%-3.88%2.60%0.81%0.30%4.28%
20250.63%0.63%0.51%4.41%0.86%3.72%-0.69%1.31%1.71%-1.39%1.64%1.46%15.65%
2024-1.42%0.98%2.95%-3.41%0.77%-7.17%-1.52%-5.65%0.18%-1.70%-1.70%-2.20%-18.53%
20233.43%2.94%1.56%0.18%1.76%3.22%2.33%-1.47%-2.47%-3.61%3.97%2.40%14.83%
2022-0.54%0.83%2.98%-2.72%3.87%-2.27%-1.21%1.08%0.02%1.57%2.98%-1.18%5.29%
2021-3.42%-1.32%2.14%0.95%1.48%0.00%0.34%-0.99%-2.72%0.36%-4.10%4.47%-3.10%

Benchmark Metrics

MXN/USD has an annualized alpha of 1.02%, beta of 0.38, and R2 of 0.30 versus S&P 500 Index. Calculated based on daily prices since July 04, 2007.

  • This currency participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (31.68%) than losses (13.82%) - typical of diversified or defensive assets.
  • Beta of 0.38 may look defensive, but with R2 of 0.30 this currency is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this currency's risk.
  • R2 of 0.30 means the benchmark explains less than half of this currency's behavior - treat beta with caution or consider switching to a more representative benchmark.

Alpha
1.02%
Beta
0.38
0.30
Upside Capture
31.68%
Downside Capture
13.82%

Return for Risk

Risk / Return Rank

MXNUSD=X ranks 89 for risk / return — in the top 89% of currencies on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.


MXNUSD=X Risk / Return Rank: 8989
Overall Rank
MXNUSD=X Sharpe Ratio Rank: 8888
Sharpe Ratio Rank
MXNUSD=X Sortino Ratio Rank: 9292
Sortino Ratio Rank
MXNUSD=X Omega Ratio Rank: 8686
Omega Ratio Rank
MXNUSD=X Calmar Ratio Rank: 8787
Calmar Ratio Rank
MXNUSD=X Martin Ratio Rank: 9191
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for MXN/USD (MXNUSD=X) and compare them to S&P 500 Index.


MXNUSD=XBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.23

Calmar ratioReturn relative to maximum drawdown

1.61

Martin ratioReturn relative to average drawdown

5.99

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the MXN/USD. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the MXN/USD was 61.16%, occurring on Mar 23, 2020. The portfolio has not yet recovered.

The current MXN/USD drawdown is 42.90%.


Related event

Drawdown

Fall

Recovery

Underwater

COVID crash2020
-61.16%Mar 2020
11y 7mo
17y 10moAug 2008 - now
2007 pullback2007
-4.18%Aug 2007
27d2mo 15d
3mo 12dJul 2007 - Oct 2007
Financial crisis2007–2009
-3.32%Nov 2007
25d4mo 6d
5mo 1dNov 2007 - Mar 2008
Financial crisis2007–2009
-1.37%Jun 2008
5d9d
14dJun 2008 - Jun 2008
Financial crisis2007–2009
-1.33%May 2008
13d8d
21dApr 2008 - May 2008

Drawdown Indicators


MXNUSD=XBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-61.16%

-9.10%

-52.06%

Max Drawdown (1Y)

Largest decline over 1 year

-5.52%

Max Drawdown (3Y)

Largest decline over 3 years

-21.70%

Max Drawdown (5Y)

Largest decline over 5 years

-21.70%

Max Drawdown (10Y)

Largest decline over 10 years

-31.20%

Current Drawdown

Current decline from peak

-42.90%

-2.97%

-39.93%

Average Drawdown

Average peak-to-trough decline

-36.80%

-1.13%

-35.67%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.58%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

Build a portfolio with MXNUSD=X

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