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
MEQYF (Mainstreet Equity Corp) -4.03% -8.53% 12.01% 16.12% 20.95% 15.33% NA
Data as of 01/15/2026, Common starting date is 02/13/2007
More Performance Analytics Comparison
Name Start Date End Date
MEQYF (Mainstreet Equity Corp) 02/13/2007 01/15/2026
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
Annualized Return (%) -0.85 -8.53 12.01 16.12 20.95 15.33 NA -4.03 -15.35 45.01 5.28 3.42 46.65 28.85 32.12 7.31 34.17 14.74 -39.65 9.86 22.78 31.43 33.66 95.21 53.68 -68.04 22.87
Sharpe Ratio NA -0.51 0.27 0.51 0.64 NA NA -7.81 -0.91 0.84 0.09 0.09 3.20 0.47 2.38 0.45 1.89 0.39 -1.42 0.85 0.80 1.67 1.01 1.97 2.06 -0.78 0.75
Standard Deviation(%) NA 22.32 31.81 27.16 30.46 NA NA 8.57 20.36 49.38 19.23 22.43 14.56 60.55 12.86 13.34 17.82 36.94 27.91 11.54 28.31 18.91 33.38 48.37 25.95 88.17 30.83
Draw Down(%) NA 18.58 20.04 25.67 44.02 NA NA 4.03 18.58 12.07 10.69 25.67 0.00 44.02 1.60 4.91 2.51 14.30 39.65 6.57 12.55 6.13 15.63 5.00 0.00 73.44 12.36
Yield(%) 0.00 0.06 0.05 0.05 0.08 0.06 0.06 0.00 0.06 0.06 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 01/15/2026, Common starting date is 02/13/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MEQYF (Mainstreet Equity Corp) -17.17%
Feb 2013 – Feb 2016
-0.26%
Feb 2013 – Feb 2018
4.96%
Mar 2007 – Mar 2017
11.78%
May 2007 – May 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MEQYF (Mainstreet Equity Corp) 68.17%
Mar 2009 – Mar 2012
45.28%
Dec 2008 – Dec 2013
21.63%
Dec 2008 – Dec 2018
24.43%
Feb 2009 – Feb 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return