Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MDVT (Middlebury National Corporation) | 1.81% | 40.92% | 19.57% | 3.51% | 6.82% | 6.18% | NA | … | … |
Data as of 06/03/2026, Common starting date is 06/25/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MDVT (Middlebury National Corporation) | 06/25/2008 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.44 | 40.92 | 19.57 | 3.51 | 6.82 | 6.18 | NA | … | … | 1.81 | 36.46 | 32.00 | -14.35 | -27.96 | 19.82 | 8.23 | 6.10 | -3.97 | 26.83 | 6.84 | 1.84 | -8.49 | 23.43 | 4.51 | 1.61 | -3.45 | 0.00 | -6.45 |
| Sharpe Ratio | NA | 1.43 | 0.51 | 0.02 | 0.19 | NA | NA | … | … | 0.10 | 0.98 | 0.71 | -0.67 | -1.29 | 0.70 | 0.30 | 0.24 | -0.24 | 1.41 | 0.56 | 0.11 | -0.43 | 1.24 | 0.33 | 1.18 | -1.01 | 0.00 | -0.61 |
| Standard Deviation(%) | NA | 23.33 | 33.39 | 30.45 | 26.56 | NA | NA | … | … | 21.09 | 34.47 | 40.08 | 27.27 | 22.74 | 28.60 | 26.32 | 19.04 | 22.57 | 18.59 | 11.75 | 16.49 | 19.69 | 18.84 | 13.49 | 1.35 | 3.51 | 21.54 | 20.86 |
| Draw Down(%) | NA | 13.53 | 23.52 | 48.56 | 48.56 | NA | NA | … | … | 13.53 | 14.26 | 17.60 | 24.52 | 31.68 | 9.13 | 32.07 | 9.10 | 12.86 | 7.80 | 6.45 | 8.91 | 11.32 | 8.55 | 6.90 | 0.54 | 3.45 | 16.38 | 12.96 |
| Yield(%) | 0.00 | 3.48 | 3.38 | 2.23 | 3.15 | 3.32 | 2.28 | … | … | 1.34 | 3.12 | 2.78 | 3.18 | 2.48 | 2.15 | 2.80 | 2.75 | 2.44 | 2.89 | 2.84 | 2.77 | 2.47 | 2.97 | 3.02 | 2.14 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 06/25/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDVT (Middlebury National Corporation) |
-16.61%
Jun 2021 – Jun 2024 |
-6.27%
Jun 2019 – Jun 2024 |
-0.35%
Sep 2013 – Sep 2023 |
1.37%
May 2009 – May 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDVT (Middlebury National Corporation) |
20.87%
Mar 2023 – Mar 2026 |
12.11%
Jun 2016 – Jun 2021 |
9.07%
Feb 2012 – Feb 2022 |
6.57%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart