Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MEG (Montrose Environmental Grp) | -10.83% | 49.80% | -9.66% | -17.37% | NA | NA | NA | … | … |
Data as of 05/01/2026, Common starting date is 07/23/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MEG (Montrose Environmental Grp) | 07/23/2020 | 05/01/2026 |
| 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 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.68 | 49.80 | -9.66 | -17.37 | NA | NA | NA | … | … | -10.83 | 40.38 | -42.27 | -27.62 | -37.04 | 127.75 | 40.73 | 6.87 | -68.00 | -20.34 | 16.59 | -3.47 | -25.97 | 425.58 | 5.65 | -29.58 | -26.28 | 348.00 | -90.70 | -41.14 | -25.08 | -20.66 | 0.81 | 10.03 | 21.81 | 38.79 | -29.04 | -0.72 | 28.31 | 40.38 | 1.07 | 8.66 | -1.83 | 72.39 | -12.58 |
| Sharpe Ratio | NA | 0.85 | -0.20 | -0.31 | -0.04 | NA | NA | … | … | -0.50 | 0.58 | -0.75 | -0.58 | -0.61 | 2.33 | 1.70 | -0.12 | -0.26 | -0.05 | -0.99 | -0.52 | -0.95 | 6.68 | -0.19 | -0.44 | -0.71 | 2.30 | -0.74 | -1.87 | -1.70 | -1.83 | -1.00 | -0.49 | 0.07 | 0.58 | -1.73 | -0.12 | 0.71 | 1.34 | -0.08 | 0.18 | -0.17 | 2.27 | -0.48 |
| Standard Deviation(%) | NA | 55.23 | 64.88 | 61.46 | 224.30 | NA | NA | … | … | 63.39 | 66.09 | 70.44 | 55.66 | 62.97 | 54.76 | 67.89 | 55.49 | 314.47 | 996.93 | 17.63 | 42.16 | 46.74 | 60.93 | 68.81 | 110.38 | 62.89 | 143.30 | 149.32 | 33.82 | 27.95 | 22.75 | 18.70 | 19.10 | 29.35 | 30.96 | 30.20 | 33.00 | 35.39 | 27.47 | 28.61 | 26.13 | 27.90 | 30.76 | 36.90 |
| Draw Down(%) | NA | 34.45 | 78.44 | 86.27 | 88.12 | NA | NA | … | … | 30.32 | 55.27 | 68.65 | 59.12 | 58.02 | 22.80 | 28.80 | 16.59 | 72.47 | 76.76 | 9.98 | 42.74 | 46.47 | 29.66 | 51.47 | 84.17 | 67.75 | 63.77 | 93.14 | 51.51 | 32.00 | 28.02 | 24.99 | 21.55 | 31.57 | 22.73 | 36.62 | 16.02 | 32.97 | 12.69 | 28.43 | 25.51 | 25.66 | 18.42 | 30.13 |
| Yield(%) | 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 | 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 05/01/2026, Common starting date is 07/23/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MEG (Montrose Environmental Grp) |
-36.42%
Nov 2021 – Nov 2024 |
-17.24%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MEG (Montrose Environmental Grp) |
10.89%
Aug 2020 – Aug 2023 |
2.88%
Sep 2020 – Sep 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart