Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MHGUP (Meritage Hospitality Group Inc. PFD CV SER B) | NA | -26.82% | -10.42% | 0.23% | 11.51% | NA | NA | … | … |
Data as of 03/10/2025, Common starting date is 08/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MHGUP (Meritage Hospitality Group Inc. PFD CV SER B) | 08/06/2012 | 03/10/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -26.82 | -10.42 | 0.23 | 11.51 | NA | NA | … | … | -27.78 | 1.33 | -3.18 | -0.50 | 19.24 | -3.95 | 12.92 | -5.31 | 63.67 | 14.04 | 89.79 | 5.94 | 2.97 | 7.37 |
| Sharpe Ratio | NA | -0.39 | -0.35 | -0.06 | 0.30 | NA | NA | … | … | -0.14 | -0.04 | -0.47 | -0.05 | 0.55 | -0.10 | 0.79 | -0.42 | 1.88 | 0.74 | 2.38 | 0.26 | 0.22 | 0.83 |
| Standard Deviation(%) | NA | 85.72 | 41.79 | 39.28 | 33.08 | NA | NA | … | … | 408.88 | 44.51 | 15.82 | 40.36 | 34.66 | 41.57 | 14.62 | 15.95 | 33.72 | 18.61 | 37.65 | 22.81 | 13.47 | 23.46 |
| Draw Down(%) | NA | 29.17 | 33.35 | 35.12 | 40.12 | NA | NA | … | … | 29.17 | 21.62 | 13.82 | 24.70 | 15.39 | 40.12 | 6.68 | 16.72 | 12.71 | 7.89 | 12.74 | 10.83 | 5.31 | 7.16 |
| Yield(%) | 0.00 | 1.11 | 1.74 | 2.39 | 6.18 | 5.05 | 3.79 | … | … | 0.00 | 1.11 | 2.11 | 2.05 | 1.80 | 2.29 | 2.47 | 2.30 | 3.64 | 4.00 | 1.87 | 0.00 | 2.00 | 2.11 |
Data as of 03/10/2025, Common starting date is 08/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MHGUP (Meritage Hospitality Group Inc. PFD CV SER B) |
-11.42%
Feb 2022 – Feb 2025 |
-1.84%
Feb 2020 – Feb 2025 |
11.56%
Feb 2015 – Feb 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MHGUP (Meritage Hospitality Group Inc. PFD CV SER B) |
54.52%
Jan 2015 – Jan 2018 |
32.63%
Oct 2012 – Oct 2017 |
17.23%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart