Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MHGU (Meritage Hospitality Group Inc) | 0.00% | -84.27% | -52.50% | -36.99% | -14.47% | 0.48% | -2.84% | … | … |
Data as of 06/04/2026, Common starting date is 09/27/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MHGU (Meritage Hospitality Group Inc) | 09/27/1999 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 22.81 | -84.27 | -52.50 | -36.99 | -14.47 | 0.48 | -2.84 | … | … | 0.00 | -84.64 | -26.41 | 2.24 | -9.09 | 13.73 | -3.27 | 17.16 | -11.80 | 80.39 | -0.25 | 116.49 | 18.22 | 75.47 | 49.80 | -16.59 | 64.00 | 25.00 | -63.64 | -41.98 | 1.49 | -6.71 | 8.94 | -6.00 | 23.46 | 102.50 | -30.43 | 4.55 |
| Sharpe Ratio | NA | -0.97 | -0.96 | -0.81 | -0.37 | NA | NA | … | … | -0.28 | -1.08 | -1.18 | -0.06 | -0.46 | 0.31 | -0.05 | 0.66 | -0.50 | 2.43 | -0.01 | 2.97 | 0.44 | 1.42 | 0.62 | -0.13 | 0.54 | 0.13 | -0.30 | -0.31 | -0.08 | -0.42 | 0.38 | -0.27 | 0.51 | 2.11 | -0.54 | 0.20 |
| Standard Deviation(%) | NA | 90.68 | 59.81 | 50.48 | 45.95 | NA | NA | … | … | 82.15 | 81.37 | 28.14 | 31.65 | 22.83 | 43.92 | 68.69 | 23.80 | 26.02 | 33.00 | 45.71 | 39.27 | 41.20 | 53.14 | 81.59 | 128.73 | 118.79 | 189.70 | 211.92 | 147.05 | 23.12 | 21.30 | 21.11 | 24.95 | 44.02 | 48.65 | 64.30 | 72.50 |
| Draw Down(%) | NA | 88.01 | 92.44 | 92.77 | 92.77 | NA | NA | … | … | 54.15 | 85.90 | 26.41 | 14.81 | 14.38 | 11.39 | 51.06 | 12.39 | 17.70 | 9.03 | 15.25 | 10.66 | 16.23 | 14.26 | 30.94 | 64.75 | 32.43 | 46.67 | 79.68 | 68.18 | 18.37 | 20.39 | 9.90 | 20.04 | 28.15 | 18.75 | 39.13 | 27.27 |
| Yield(%) | 0.00 | 0.00 | 0.40 | 0.71 | 1.60 | 5.70 | 2.23 | … | … | 0.00 | 0.00 | 0.31 | 0.94 | 1.38 | 1.68 | 0.69 | 2.53 | 0.77 | 0.90 | 0.62 | 1.15 | 0.67 | 0.76 | 0.58 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.29 | 0.00 | 1.05 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 09/27/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MHGU (Meritage Hospitality Group Inc) |
-54.28%
May 2023 – May 2026 |
-38.18%
May 2021 – May 2026 |
-15.25%
May 2016 – May 2026 |
-0.73%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MHGU (Meritage Hospitality Group Inc) |
64.98%
Dec 2012 – Dec 2015 |
55.64%
Aug 2012 – Aug 2017 |
36.49%
Apr 2009 – Apr 2019 |
23.35%
Apr 2009 – Apr 2024 |
Annualized Rolling Returns Comparison Chart