Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MBNKP (Medallion Bank PR) | NA | 12.51% | 8.71% | 22.19% | NA | NA | NA | … | … |
Data as of 07/11/2025, Common starting date is 12/18/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MBNKP (Medallion Bank PR) | 12/18/2019 | 07/11/2025 |
| 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 | 12.51 | 8.71 | 22.19 | NA | NA | NA | … | … | 5.36 | 15.23 | 5.74 | 12.67 | 14.76 | -1.36 | 2.56 |
| Sharpe Ratio | NA | 0.79 | 0.25 | 0.70 | NA | NA | NA | … | … | 0.63 | 0.91 | 0.07 | 0.57 | 0.56 | -0.01 | 23.26 |
| Standard Deviation(%) | NA | 11.86 | 21.79 | 27.87 | NA | NA | NA | … | … | 11.99 | 12.73 | 31.50 | 19.71 | 26.37 | 120.65 | 5.18 |
| Draw Down(%) | NA | 4.39 | 22.19 | 26.21 | NA | NA | NA | … | … | 3.58 | 4.39 | 22.19 | 8.77 | 13.52 | 65.86 | 0.32 |
| Yield(%) | 0.00 | 8.84 | 8.08 | 14.35 | 4.57 | 3.05 | 2.29 | … | … | 4.69 | 8.42 | 8.05 | 7.89 | 8.99 | 8.19 | 0.00 |
Data as of 07/11/2025, Common starting date is 12/18/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBNKP (Medallion Bank PR) |
5.07%
Sep 2021 – Sep 2024 |
9.14%
Jan 2020 – Jan 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBNKP (Medallion Bank PR) |
39.80%
Jul 2020 – Jul 2023 |
26.74%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart