Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MFGI (Merchants Financial Group Inc) | 20.97% | 57.05% | 13.65% | -27.67% | -9.80% | -2.46% | -2.71% | … | … |
Data as of 06/03/2026, Common starting date is 10/08/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MFGI (Merchants Financial Group Inc) | 10/08/2003 | 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 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.66 | 57.05 | 13.65 | -27.67 | -9.80 | -2.46 | -2.71 | … | … | 20.97 | 30.53 | 7.93 | -16.03 | -86.91 | 19.76 | -10.05 | 4.60 | 13.63 | 21.61 | 23.71 | 15.22 | 21.69 | 11.67 | 13.92 | 7.56 | 2.11 | -3.40 | -14.31 | 4.24 | -9.88 | 4.21 | 22.09 | 10.17 |
| Sharpe Ratio | NA | 3.99 | 0.60 | -0.43 | -0.22 | NA | NA | … | … | 5.47 | 1.27 | 0.20 | -1.00 | -0.57 | 1.17 | -0.41 | 0.23 | 0.64 | 2.72 | 2.24 | 1.05 | 1.66 | 0.88 | 0.70 | 0.51 | 0.12 | -0.10 | -0.94 | 0.12 | -1.42 | 0.19 | 1.43 | 1.86 |
| Standard Deviation(%) | NA | 13.36 | 20.28 | 72.32 | 52.39 | NA | NA | … | … | 9.92 | 21.90 | 21.87 | 19.81 | 156.22 | 16.92 | 24.93 | 13.38 | 19.12 | 7.74 | 10.48 | 14.41 | 13.07 | 13.18 | 19.92 | 14.62 | 17.19 | 36.46 | 16.27 | 9.04 | 9.37 | 10.01 | 14.75 | 27.83 |
| Draw Down(%) | NA | 3.77 | 23.57 | 90.59 | 90.59 | NA | NA | … | … | 1.41 | 13.46 | 14.23 | 30.45 | 89.69 | 8.66 | 29.73 | 7.69 | 13.46 | 2.75 | 3.33 | 5.53 | 5.71 | 6.51 | 7.90 | 7.14 | 5.45 | 14.00 | 15.88 | 3.73 | 12.38 | 5.60 | 5.44 | 5.71 |
| Yield(%) | 0.00 | 3.40 | 2.32 | 1.05 | 2.55 | 4.01 | 2.69 | … | … | 1.39 | 3.13 | 1.50 | 2.34 | 0.84 | 2.57 | 2.04 | 2.03 | 3.55 | 2.02 | 2.42 | 2.53 | 2.76 | 2.71 | 2.99 | 2.15 | 2.04 | 1.93 | 1.61 | 1.60 | 1.40 | 1.38 | 1.63 | 0.89 |
Data as of 06/03/2026, Common starting date is 10/08/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFGI (Merchants Financial Group Inc) |
-52.96%
Apr 2022 – Apr 2025 |
-35.95%
Nov 2018 – Nov 2023 |
-13.46%
Feb 2015 – Feb 2025 |
-6.89%
May 2007 – May 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFGI (Merchants Financial Group Inc) |
28.56%
Feb 2015 – Feb 2018 |
23.61%
Feb 2013 – Feb 2018 |
14.02%
Feb 2012 – Feb 2022 |
8.64%
Nov 2003 – Nov 2018 |
Annualized Rolling Returns Comparison Chart