Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MHCIX (MERK HARD CURRENCY FUND INSTITUTIONAL SHARE CLASS) | NA | -13.63% | -4.32% | -3.75% | -3.36% | NA | NA | -2.15% |
Data as of 12/02/2022, AR inception is 04/05/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MHCIX (MERK HARD CURRENCY FUND INSTITUTIONAL SHARE CLASS) | 04/05/2010 | 12/02/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -13.63 | -4.32 | -3.75 | -3.36 | NA | NA | -2.15 | -14.85 | -8.49 | 6.60 | 2.05 | -6.13 | 9.42 | 0.00 | -11.92 | -8.16 | -2.44 | 4.36 | -0.55 | 5.23 |
| Sharpe Ratio | NA | -1.61 | -0.57 | -0.62 | -0.52 | NA | NA | -0.32 | -1.85 | -1.12 | 0.69 | 0.13 | -1.16 | 1.42 | -0.03 | -1.30 | -1.54 | -0.35 | 0.64 | -0.06 | 0.70 |
| Standard Deviation(%) | NA | 9.21 | 8.50 | 7.52 | 7.38 | NA | NA | 7.75 | 9.34 | 7.58 | 9.17 | 4.98 | 6.40 | 6.23 | 7.84 | 9.17 | 5.30 | 7.09 | 6.76 | 9.86 | 9.94 |
| Draw Down(%) | NA | 16.79 | 21.95 | 22.71 | 32.06 | NA | NA | 33.34 | 16.79 | 9.70 | 12.78 | 4.06 | 10.66 | 5.54 | 10.40 | 12.96 | 10.35 | 8.76 | 8.02 | 9.28 | 9.13 |
| Yield(%) | 0.00 | 2.61 | 0.88 | 1.09 | 0.91 | 0.94 | 0.71 | 1.18 | 0.00 | 2.42 | 0.00 | 0.96 | 2.08 | 0.00 | 0.00 | 0.00 | 1.38 | 2.47 | 0.95 | 3.40 | 1.13 |
Data as of 12/02/2022, AR inception is 04/05/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MHCIX (MERK HARD CURRENCY FUND INSTITUTIONAL SHARE CLASS) |
-8.04%
Jan 2013 - Jan 2016 |
-4.23%
Feb 2012 - Feb 2017 |
-3.41%
Sep 2012 - Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MHCIX (MERK HARD CURRENCY FUND INSTITUTIONAL SHARE CLASS) |
3.82%
May 2010 - May 2013 |
2.25%
Dec 2015 - Dec 2020 |
-0.27%
Aug 2010 - Aug 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart