Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MINXF (The Mercantile Investment Trust plc) | NA | 15.93% | -11.81% | -0.38% | -36.72% | NA | NA | -29.40% |
Data as of 03/07/2024, AR inception is 07/20/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MINXF (The Mercantile Investment Trust plc) | 07/20/2011 | 03/07/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 15.93 | -11.81 | -0.38 | -36.72 | NA | NA | -29.40 | 21.30 | -6.09 | -36.46 | 45.38 | 2.05 | -6.15 | -98.98 | -12.05 |
| Sharpe Ratio | NA | 0.06 | 0.00 | 0.00 | -0.02 | NA | NA | -0.02 | 0.31 | -0.37 | -0.08 | 0.07 | 0.00 | -0.06 | -0.03 | NA |
| Standard Deviation(%) | NA | 165.35 | 387.37 | 364.86 | 1,667.26 | NA | NA | 1,593.28 | 199.51 | 31.11 | 480.03 | 540.76 | 467.94 | 130.94 | 3,056.47 | 0.00 |
| Draw Down(%) | NA | 6.09 | 43.46 | 43.46 | 99.28 | NA | NA | 99.28 | 0.00 | 6.09 | 36.46 | 5.24 | 33.64 | 8.61 | 99.13 | 12.05 |
| Yield(%) | 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 |
Data as of 03/07/2024, AR inception is 07/20/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MINXF (The Mercantile Investment Trust plc) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MINXF (The Mercantile Investment Trust plc) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart