Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MEIYF (Mercialys) | NA | -0.69% | 14.52% | 14.25% | -2.43% | NA | NA | … | … |
Data as of 05/09/2025, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MEIYF (Mercialys) | 06/19/2012 | 05/09/2025 |
| 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 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -0.69 | 14.52 | 14.25 | -2.43 | NA | NA | … | … | 12.38 | 20.87 | 1.93 | 20.41 | 8.50 | -28.87 | -3.03 | -34.15 | 0.00 | 0.00 | 7.12 | 11.28 | -44.72 | 0.00 |
| Sharpe Ratio | NA | -0.11 | 0.24 | 0.26 | -0.10 | NA | NA | … | … | 0.63 | 0.45 | -0.06 | 0.33 | 0.20 | -0.38 | -0.21 | -1.41 | 0.00 | 0.00 | 0.43 | 1.42 | -0.76 | 0.00 |
| Standard Deviation(%) | NA | 35.58 | 46.90 | 47.12 | 39.44 | NA | NA | … | … | 56.87 | 38.46 | 29.51 | 57.12 | 43.24 | 76.78 | 21.14 | 25.34 | NA | NA | 16.67 | 7.91 | 59.27 | NA |
| Draw Down(%) | NA | 19.40 | 27.52 | 44.96 | 72.91 | NA | NA | … | … | 19.40 | 18.24 | 19.33 | 27.52 | 29.55 | 55.42 | 20.70 | 35.55 | 0.00 | 0.00 | 8.36 | 0.00 | 44.72 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 6.99 | 7.89 | 2.26 | 1.04 | 0.78 | … | … | 0.00 | 10.67 | 9.51 | 9.89 | 4.78 | 3.58 | 4.52 | 5.03 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 05/09/2025, 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 |
|---|---|---|---|---|
| MEIYF (Mercialys) |
-34.22%
Oct 2017 – Oct 2020 |
-22.22%
Oct 2015 – Oct 2020 |
-12.36%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MEIYF (Mercialys) |
23.71%
Oct 2020 – Oct 2023 |
17.46%
Mar 2020 – Mar 2025 |
-0.74%
Jul 2014 – Jul 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart