Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MCRI (Monarch Casino & Resort, Inc.) | 29.26% | 49.08% | 23.79% | 14.33% | 20.28% | 20.04% | 8.34% | … | … |
Data as of 06/05/2026, Common starting date is 08/06/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MCRI (Monarch Casino & Resort, Inc.) | 08/06/1993 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.54 | 49.08 | 23.79 | 14.33 | 20.28 | 20.04 | 8.34 | … | … | 29.26 | 22.86 | 15.99 | -2.62 | 3.98 | 20.79 | 26.10 | 27.29 | -14.90 | 73.86 | 13.47 | 36.95 | -17.38 | 84.05 | 7.07 | -18.48 | 54.32 | -30.47 | -51.62 | 0.84 | 5.66 | 11.47 | 263.68 | -18.79 | 71.63 | 68.42 | -9.52 | 0.00 | -4.55 | 175.00 | -42.86 | -36.36 | -31.25 | 4.92 |
| Sharpe Ratio | NA | 1.38 | 0.79 | 0.34 | 0.47 | NA | NA | … | … | 2.35 | 0.68 | 0.53 | -0.27 | 0.06 | 0.53 | 0.30 | 1.09 | -0.66 | 2.70 | 0.42 | 1.10 | -0.50 | 2.07 | 0.20 | -0.34 | 1.13 | -0.38 | -0.65 | -0.05 | 0.05 | 0.14 | 5.75 | -0.50 | 1.33 | 1.30 | -0.17 | -0.05 | -0.11 | 1.75 | -0.37 | -0.46 | -0.37 | 0.15 |
| Standard Deviation(%) | NA | 30.72 | 26.35 | 32.16 | 39.56 | NA | NA | … | … | 31.32 | 29.43 | 23.35 | 23.15 | 45.68 | 39.23 | 85.59 | 23.64 | 24.92 | 27.27 | 31.68 | 33.57 | 34.98 | 40.51 | 34.70 | 54.23 | 47.86 | 81.16 | 80.62 | 43.51 | 41.19 | 65.19 | 45.68 | 39.34 | 52.95 | 51.76 | 80.72 | 71.54 | 73.19 | 97.02 | 125.22 | 86.92 | 93.65 | 69.71 |
| Draw Down(%) | NA | 17.47 | 23.09 | 41.76 | 75.07 | NA | NA | … | … | 7.30 | 23.09 | 13.20 | 23.68 | 41.76 | 21.68 | 75.07 | 13.51 | 28.47 | 9.66 | 21.52 | 23.89 | 43.63 | 24.36 | 36.07 | 34.78 | 23.41 | 68.85 | 74.83 | 25.78 | 45.57 | 42.46 | 16.46 | 44.72 | 34.03 | 19.15 | 41.05 | 33.33 | 36.67 | 40.62 | 51.52 | 41.67 | 59.38 | 19.44 |
| Yield(%) | 0.25 | 1.44 | 1.77 | 2.52 | 4.09 | 6.66 | 1.60 | … | … | 0.62 | 1.54 | 1.75 | 7.77 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 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 06/05/2026, Common starting date is 08/06/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCRI (Monarch Casino & Resort, Inc.) |
-43.36%
Mar 2006 – Mar 2009 |
-23.38%
Jul 2007 – Jul 2012 |
-4.92%
Apr 2006 – Apr 2016 |
0.55%
Mar 1994 – Mar 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCRI (Monarch Casino & Resort, Inc.) |
94.02%
Apr 2003 – Apr 2006 |
64.35%
Apr 2001 – Apr 2006 |
37.34%
Dec 1996 – Dec 2006 |
20.20%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart