Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MBINP (Merchants Bancorp PR) | NA | 16.97% | 3.87% | 6.03% | NA | NA | NA | … | … |
Data as of 04/10/2024, Common starting date is 03/27/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MBINP (Merchants Bancorp PR) | 03/27/2019 | 04/10/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 16.97 | 3.87 | 6.03 | NA | NA | NA | … | … | 2.78 | 10.09 | -6.83 | 8.77 | 7.54 | 11.64 |
| Sharpe Ratio | NA | 0.44 | 0.08 | 0.18 | NA | NA | NA | … | … | 1.08 | 0.16 | -0.48 | 0.77 | 0.22 | 0.83 |
| Standard Deviation(%) | NA | 29.73 | 24.31 | 24.92 | NA | NA | NA | … | … | 6.36 | 37.50 | 17.01 | 11.37 | 32.60 | 17.12 |
| Draw Down(%) | NA | 29.50 | 32.35 | 32.35 | NA | NA | NA | … | … | 1.70 | 30.26 | 13.69 | 4.73 | 27.78 | 4.71 |
| Yield(%) | 0.00 | 7.62 | 6.38 | 6.69 | 3.43 | 2.29 | 1.72 | … | … | 1.77 | 7.14 | 6.22 | 6.46 | 6.41 | 5.18 |
Data as of 04/10/2024, Common starting date is 03/27/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBINP (Merchants Bancorp PR) |
0.39%
May 2020 – May 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBINP (Merchants Bancorp PR) |
8.57%
Mar 2020 – Mar 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart