Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MFIN (Medallion Financial Corp.) | -3.73% | 8.95% | 16.43% | 5.09% | 4.85% | 4.81% | 3.61% | … | … |
Data as of 06/04/2026, Common starting date is 05/23/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MFIN (Medallion Financial Corp.) | 05/23/1996 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.41 | 8.95 | 16.43 | 5.09 | 4.85 | 4.81 | 3.61 | … | … | -3.73 | 15.09 | 0.15 | 43.96 | 28.37 | 18.37 | -32.60 | 55.01 | 32.86 | 16.89 | -53.43 | -21.89 | -24.77 | 29.73 | 10.96 | 49.21 | 8.28 | 18.71 | -17.18 | -13.35 | 15.97 | 22.15 | 6.39 | 146.30 | -50.32 | -43.81 | -11.69 | 34.37 | -30.23 | 51.35 | 21.94 |
| Sharpe Ratio | NA | 0.20 | 0.48 | 0.07 | 0.04 | NA | NA | … | … | -0.29 | 0.38 | -0.08 | 0.93 | 0.58 | 0.37 | -0.29 | 1.20 | 0.57 | 0.24 | -0.91 | -0.52 | -0.99 | 1.21 | 0.46 | 1.48 | 0.28 | 0.26 | -0.27 | -0.73 | 0.51 | 0.91 | 0.18 | 2.86 | -0.79 | -0.85 | -0.33 | 0.73 | -0.53 | 1.15 | 0.88 |
| Standard Deviation(%) | NA | 31.89 | 37.55 | 41.57 | 59.13 | NA | NA | … | … | 31.14 | 32.46 | 42.66 | 43.88 | 46.72 | 48.94 | 113.26 | 44.65 | 55.35 | 67.70 | 58.99 | 42.01 | 25.14 | 24.59 | 24.09 | 33.21 | 28.80 | 71.92 | 66.93 | 22.83 | 24.57 | 21.79 | 30.82 | 50.85 | 64.94 | 54.97 | 48.41 | 42.64 | 64.17 | 41.40 | 39.59 |
| Draw Down(%) | NA | 24.95 | 37.10 | 41.06 | 83.36 | NA | NA | … | … | 23.54 | 16.46 | 30.82 | 37.10 | 41.06 | 38.82 | 81.84 | 43.43 | 42.46 | 49.55 | 67.65 | 42.01 | 28.15 | 19.33 | 14.36 | 10.83 | 20.14 | 54.76 | 46.20 | 19.38 | 20.63 | 14.58 | 27.23 | 33.82 | 67.17 | 53.83 | 35.27 | 34.12 | 60.03 | 18.99 | 22.43 |
| Yield(%) | 0.00 | 5.37 | 6.22 | 3.88 | 2.51 | 4.74 | 3.73 | … | … | 2.55 | 5.11 | 4.14 | 4.84 | 5.51 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 8.70 | 9.94 | 6.70 | 7.37 | 7.39 | 8.21 | 7.27 | 9.90 | 7.48 | 6.20 | 5.89 | 5.20 | 3.57 | 2.25 | 0.37 | 2.81 | 7.15 | 9.24 | 5.67 | 6.31 | 3.18 |
Data as of 06/04/2026, Common starting date is 05/23/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFIN (Medallion Financial Corp.) |
-42.33%
Mar 2014 – Mar 2017 |
-29.09%
Feb 1998 – Feb 2003 |
-9.35%
Apr 2007 – Apr 2017 |
-4.56%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFIN (Medallion Financial Corp.) |
63.16%
Mar 2020 – Mar 2023 |
40.22%
Mar 2020 – Mar 2025 |
21.75%
Feb 2003 – Feb 2013 |
8.61%
Feb 2003 – Feb 2018 |
Annualized Rolling Returns Comparison Chart