Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
MDDNF (Meridian Energy Limited) NA 20.00% 15.24% 15.50% NA NA NA
Data as of 04/15/2025, Common starting date is 08/09/2017
More Performance Analytics Comparison
Name Start Date End Date
MDDNF (Meridian Energy Limited) 08/09/2017 04/15/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023 2022 2021 2020 2019 2018 2017
Annualized Return (%) 0.00 20.00 15.24 15.50 NA NA NA 16.47 4.79 8.50 1.28 -24.15 59.18 56.32 6.49 -3.36
Sharpe Ratio NA 0.33 0.15 0.31 NA NA NA 0.21 0.06 0.18 0.00 -0.52 1.08 1.86 0.56 -0.57
Standard Deviation(%) NA 50.55 36.74 43.37 NA NA NA 247.19 26.54 27.56 40.72 46.26 54.54 29.42 9.22 16.09
Draw Down(%) NA 27.75 27.75 61.18 NA NA NA 7.35 22.02 15.53 29.36 52.52 21.21 0.00 5.53 8.76
Yield(%) 0.00 0.00 4.01 5.38 4.61 3.07 2.30 0.00 1.68 5.36 3.64 3.80 4.75 7.69 5.39 3.20
Data as of 04/15/2025, Common starting date is 08/09/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MDDNF (Meridian Energy Limited) -10.56%
Feb 2021 – Feb 2024
6.54%
Feb 2020 – Feb 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MDDNF (Meridian Energy Limited) 45.60%
Jan 2018 – Jan 2021
16.10%
Mar 2019 – Mar 2024
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return