Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MBINO (Merchants Bancorp) | NA | 10.70% | 5.90% | 5.67% | NA | NA | NA | … | … |
Data as of 01/14/2025, Common starting date is 08/20/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MBINO (Merchants Bancorp) | 08/20/2019 | 01/14/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 10.70 | 5.90 | 5.67 | NA | NA | NA | … | … | -0.04 | 12.47 | 25.69 | -16.86 | 4.03 | 6.28 | 5.16 |
| Sharpe Ratio | NA | 0.65 | 0.08 | 0.10 | NA | NA | NA | … | … | -18.09 | 0.89 | 0.68 | -0.86 | 0.33 | 0.10 | 1.78 |
| Standard Deviation(%) | NA | 6.44 | 22.24 | 32.82 | NA | NA | NA | … | … | 0.22 | 6.58 | 31.61 | 21.17 | 12.32 | 61.17 | 7.68 |
| Draw Down(%) | NA | 3.55 | 31.64 | 46.81 | NA | NA | NA | … | … | 0.04 | 3.55 | 31.24 | 19.37 | 5.72 | 46.81 | 3.46 |
| Yield(%) | 0.00 | 7.09 | 6.09 | 5.89 | 3.20 | 2.14 | 1.60 | … | … | 0.00 | 7.19 | 7.23 | 5.73 | 5.64 | 5.68 | 2.17 |
Data as of 01/14/2025, Common starting date is 08/20/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBINO (Merchants Bancorp) |
-2.77%
Dec 2019 – Dec 2022 |
5.30%
Sep 2019 – Sep 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBINO (Merchants Bancorp) |
6.03%
Mar 2020 – Mar 2023 |
6.02%
Nov 2019 – Nov 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart