Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MBIN (Merchants Bancorp) | 40.41% | 53.87% | 26.63% | 11.98% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/27/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MBIN (Merchants Bancorp) | 10/27/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.68 | 53.87 | 26.63 | 11.98 | NA | NA | NA | … | … | 40.41 | -6.46 | -13.59 | 77.01 | -22.06 | 72.79 | 42.61 | 0.31 | 2.43 | 17.42 |
| Sharpe Ratio | NA | 1.18 | 0.62 | 0.25 | NA | NA | NA | … | … | 2.98 | -0.26 | -0.38 | 2.27 | -0.78 | 2.08 | 0.64 | -0.03 | 0.03 | 6.73 |
| Standard Deviation(%) | NA | 36.39 | 39.27 | 36.16 | NA | NA | NA | … | … | 40.38 | 36.72 | 44.89 | 32.72 | 30.05 | 35.03 | 65.82 | 35.35 | 33.92 | 23.10 |
| Draw Down(%) | NA | 18.94 | 43.94 | 43.94 | NA | NA | NA | … | … | 13.30 | 32.51 | 31.48 | 28.24 | 33.58 | 22.34 | 39.48 | 38.47 | 33.85 | 5.93 |
| Yield(%) | 0.00 | 1.31 | 1.53 | 0.81 | 1.62 | 1.08 | 0.81 | … | … | 0.33 | 1.11 | 0.86 | 1.33 | 0.60 | 1.29 | 1.65 | 1.39 | 1.20 | 0.30 |
Data as of 06/04/2026, Common starting date is 10/27/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBIN (Merchants Bancorp) |
4.54%
Jul 2022 – Jul 2025 |
7.44%
May 2018 – May 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBIN (Merchants Bancorp) |
38.62%
Mar 2020 – Mar 2023 |
35.73%
Aug 2019 – Aug 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart