Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FRME (First Merchants Corporation) | 8.00% | 13.07% | 17.52% | 0.94% | 7.39% | 13.95% | 5.58% | … | … |
Data as of 06/04/2026, Common starting date is 06/20/1989
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FRME (First Merchants Corporation) | 06/20/1989 | 06/04/2026 |
| 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 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.01 | 13.07 | 17.52 | 0.94 | 7.39 | 13.95 | 5.58 | … | … | 8.00 | -2.55 | 11.83 | -5.82 | 1.11 | 15.00 | -6.91 | 24.61 | -16.93 | 13.62 | 51.05 | 13.59 | 1.53 | 54.99 | 76.58 | -3.93 | 49.93 | -71.65 | 6.04 | -16.33 | 8.47 | -4.84 | 15.05 | 16.11 | -1.57 | 10.11 | -10.13 | 0.48 | 5.20 | 40.57 | 2.91 | 18.85 | 12.07 | -3.33 | 51.26 | 35.23 | -10.20 | 4.26 |
| Sharpe Ratio | NA | 0.32 | 0.51 | -0.06 | 0.18 | NA | NA | … | … | 0.83 | -0.20 | 0.25 | -0.27 | -0.01 | 0.48 | -0.12 | 0.91 | -0.78 | 0.59 | 2.12 | 0.70 | 0.07 | 2.50 | 2.95 | -0.09 | 1.01 | -0.94 | 0.07 | -0.42 | 0.19 | -0.30 | 0.58 | 0.54 | -0.07 | 0.19 | -0.35 | -0.08 | 0.05 | 1.45 | -0.02 | 0.56 | 0.32 | -0.17 | 1.26 | 0.64 | -0.35 | 0.13 |
| Standard Deviation(%) | NA | 24.34 | 29.88 | 29.89 | 32.69 | NA | NA | … | … | 23.61 | 27.87 | 32.45 | 35.44 | 26.75 | 31.34 | 60.91 | 25.43 | 23.57 | 21.97 | 23.97 | 19.42 | 22.21 | 21.98 | 26.22 | 43.78 | 49.57 | 76.21 | 69.36 | 46.17 | 26.67 | 24.05 | 24.24 | 28.47 | 40.74 | 39.98 | 40.75 | 38.24 | 34.34 | 25.29 | 35.78 | 26.64 | 28.35 | 31.86 | 38.38 | 48.71 | 44.14 | 18.51 |
| Draw Down(%) | NA | 15.73 | 23.94 | 43.72 | 53.03 | NA | NA | … | … | 13.56 | 23.94 | 14.92 | 42.47 | 23.43 | 22.95 | 46.56 | 18.80 | 33.64 | 11.82 | 15.58 | 8.79 | 14.06 | 10.47 | 19.68 | 30.33 | 21.89 | 77.08 | 43.75 | 31.84 | 16.90 | 17.27 | 13.47 | 8.22 | 26.69 | 13.00 | 28.94 | 17.70 | 30.48 | 7.50 | 15.45 | 4.51 | 9.63 | 13.82 | 10.39 | 14.71 | 30.36 | 7.84 |
| Yield(%) | 0.00 | 3.91 | 4.68 | 2.79 | 4.09 | 9.96 | 3.26 | … | … | 0.96 | 3.66 | 3.74 | 3.27 | 2.94 | 3.05 | 2.52 | 2.89 | 2.00 | 1.83 | 2.20 | 1.84 | 1.32 | 1.38 | 1.15 | 0.44 | 0.70 | 2.06 | 4.47 | 3.37 | 3.49 | 3.27 | 3.61 | 4.06 | 3.97 | 4.45 | 3.38 | 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 06/04/2026, Common starting date is 06/20/1989
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRME (First Merchants Corporation) |
-36.83%
Dec 2006 – Dec 2009 |
-23.60%
Dec 2004 – Dec 2009 |
-10.56%
Nov 1999 – Nov 2009 |
-6.02%
Feb 1995 – Feb 2010 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRME (First Merchants Corporation) |
43.56%
Sep 2011 – Sep 2014 |
36.68%
Dec 2011 – Dec 2016 |
23.24%
Dec 2009 – Dec 2019 |
16.88%
Feb 2010 – Feb 2025 |
Annualized Rolling Returns Comparison Chart