Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EWLU (Merion Inc) | NA | -100.00% | -100.00% | -100.00% | NA | NA | NA | … | … |
Data as of 04/24/2023, Common starting date is 09/11/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EWLU (Merion Inc) | 09/11/2015 | 04/24/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -100.00 | -100.00 | -100.00 | -100.00 | NA | NA | NA | … | … | -100.00 | -83.33 | -86.67 | 221.43 | -62.16 | 131.25 | -68.00 | 0.00 | 0.00 |
| Sharpe Ratio | NA | -0.26 | -0.19 | -0.19 | NA | NA | NA | … | … | 0.00 | -0.21 | -0.20 | 1.36 | -0.33 | 0.69 | -0.19 | 0.00 | 0.00 |
| Standard Deviation(%) | NA | 315.62 | 348.34 | 297.92 | NA | NA | NA | … | … | NA | 400.37 | 443.33 | 161.76 | 190.41 | 187.97 | 369.18 | NA | NA |
| Draw Down(%) | NA | 100.00 | 100.00 | 100.00 | NA | NA | NA | … | … | 100.00 | 96.67 | 96.80 | 61.54 | 90.92 | 84.83 | 95.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 04/24/2023, Common starting date is 09/11/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EWLU (Merion Inc) |
-66.24%
Jan 2020 – Jan 2023 |
-55.05%
Mar 2018 – Mar 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EWLU (Merion Inc) |
82.55%
Feb 2018 – Feb 2021 |
16.97%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart