Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MHO (M/I Homes, Inc.) | 8.14% | 27.34% | 23.98% | 15.31% | 21.90% | 17.70% | 7.19% | … | … |
Data as of 06/04/2026, Common starting date is 11/03/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MHO (M/I Homes, Inc.) | 11/03/1993 | 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 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.41 | 27.34 | 23.98 | 15.31 | 21.90 | 17.70 | 7.19 | … | … | 8.14 | -2.99 | -3.48 | 198.27 | -25.73 | 40.39 | 12.55 | 87.20 | -38.90 | 36.62 | 14.87 | -4.53 | -9.78 | -3.96 | 176.04 | -37.58 | 48.03 | -1.42 | 0.69 | -72.34 | -5.74 | -26.14 | 41.44 | 40.85 | 12.08 | 106.89 | 57.16 | -29.26 | 17.33 | 70.45 | -6.38 | 67.86 | -61.64 | 26.96 |
| Sharpe Ratio | NA | 0.59 | 0.53 | 0.28 | 0.42 | NA | NA | … | … | 0.14 | -0.16 | -0.18 | 5.90 | -0.57 | 0.93 | 0.12 | 2.65 | -1.32 | 1.63 | 0.49 | -0.16 | -0.32 | -0.09 | 3.18 | -0.58 | 0.81 | -0.01 | 0.00 | -1.27 | -0.27 | -0.85 | 1.25 | 1.36 | 0.27 | 2.23 | 1.89 | -1.19 | 0.39 | 2.67 | -0.32 | 1.68 | -1.75 | 8.92 |
| Standard Deviation(%) | NA | 34.14 | 36.78 | 38.70 | 46.66 | NA | NA | … | … | 33.12 | 35.97 | 39.46 | 33.45 | 47.77 | 43.58 | 101.12 | 32.31 | 30.59 | 22.14 | 29.95 | 29.36 | 30.98 | 43.96 | 56.04 | 65.11 | 59.51 | 110.06 | 110.53 | 59.42 | 33.64 | 33.29 | 32.44 | 29.42 | 40.50 | 47.82 | 28.05 | 27.50 | 35.23 | 24.91 | 30.89 | 37.92 | 36.91 | 38.96 |
| Draw Down(%) | NA | 25.14 | 40.60 | 49.44 | 79.57 | NA | NA | … | … | 21.32 | 24.89 | 24.29 | 25.57 | 42.63 | 26.41 | 79.57 | 14.75 | 44.39 | 16.72 | 28.33 | 21.73 | 27.27 | 36.07 | 25.26 | 70.14 | 48.75 | 57.24 | 77.21 | 76.32 | 37.52 | 33.18 | 24.38 | 20.21 | 35.68 | 34.88 | 17.67 | 39.15 | 36.21 | 14.29 | 29.79 | 11.34 | 63.01 | 10.26 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.03 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.48 | 0.27 | 0.24 | 0.18 | 0.26 | 0.35 | 0.40 | 0.83 | 1.33 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/03/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MHO (M/I Homes, Inc.) |
-46.82%
Mar 2006 – Mar 2009 |
-31.96%
Feb 2004 – Feb 2009 |
-9.61%
Sep 2001 – Sep 2011 |
-6.90%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MHO (M/I Homes, Inc.) |
76.52%
Jun 2000 – Jun 2003 |
55.04%
Jan 2000 – Jan 2005 |
32.71%
Jan 1995 – Jan 2005 |
21.98%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart