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
MDPEB (Meredith Corporation) NA 0.00% -12.88% -4.21% NA NA NA
Data as of 01/18/2022, Common starting date is 06/19/2012
More Performance Analytics Comparison
Name Start Date End Date
MDPEB (Meredith Corporation) 06/19/2012 01/18/2022
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Annualized Return (%) 0.00 0.00 -12.88 -4.21 NA NA NA 0.00 0.00 0.00 -33.88 -9.09 34.17 18.24 -15.22 3.08 48.61 14.34
Sharpe Ratio NA NA -0.56 -0.18 NA NA NA 0.00 NA 0.00 -0.85 -0.37 0.90 0.81 -0.94 0.09 1.55 0.91
Standard Deviation(%) NA 0.00 23.90 27.92 NA NA NA NA 0.00 NA 41.38 28.36 37.26 22.17 16.27 34.57 31.36 31.69
Draw Down(%) NA 0.00 33.88 41.65 NA NA NA 0.00 0.00 0.00 33.88 27.12 14.49 3.50 19.33 21.33 10.07 12.12
Yield(%) 0.00 0.00 1.60 2.89 5.33 3.55 2.66 0.00 0.00 1.49 3.80 3.28 4.19 4.72 3.66 3.55 5.05 2.71
Data as of 01/18/2022, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MDPEB (Meredith Corporation) -15.61%
Dec 2017 – Dec 2020
-5.11%
May 2015 – May 2020
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MDPEB (Meredith Corporation) 19.45%
Aug 2012 – Aug 2015
15.56%
Dec 2012 – Dec 2017
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return