Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MMSI (Merit Medical Systems, Inc.) | -28.48% | -33.12% | -9.11% | 0.86% | 12.29% | 8.48% | 9.02% | … | … |
Data as of 06/04/2026, Common starting date is 05/14/1990
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MMSI (Merit Medical Systems, Inc.) | 05/14/1990 | 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 | 1992 | 1991 | 1990 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.11 | -33.12 | -9.11 | 0.86 | 12.29 | 8.48 | 9.02 | … | … | -28.48 | -9.65 | 27.04 | 7.56 | 13.35 | 12.23 | 77.80 | -44.06 | 29.19 | 63.02 | 42.55 | 7.27 | 10.10 | 13.24 | 3.89 | 5.65 | -17.72 | 7.31 | 28.99 | -12.25 | 30.48 | -20.55 | -31.36 | 98.66 | 33.30 | 315.11 | -22.41 | 9.43 | 6.00 | -26.47 | 25.93 | 54.29 | -18.60 | -28.33 | -55.88 | 277.78 | 54.29 |
| Sharpe Ratio | NA | -1.18 | -0.39 | -0.06 | 0.30 | NA | NA | … | … | -1.66 | -0.42 | 1.04 | 0.11 | 0.34 | 0.43 | 1.31 | -1.15 | 0.27 | 1.48 | 0.30 | -0.26 | -0.25 | -0.15 | -0.64 | -0.30 | -1.08 | -0.25 | 0.19 | -0.97 | 0.25 | -1.03 | -1.11 | 2.03 | 0.22 | 4.10 | -1.17 | 0.60 | 0.78 | -1.22 | 0.49 | -0.09 | -0.22 | -0.36 | -0.53 | 3.93 | 2.29 |
| Standard Deviation(%) | NA | 30.55 | 29.15 | 29.77 | 37.11 | NA | NA | … | … | 35.14 | 30.24 | 20.95 | 30.31 | 35.17 | 28.53 | 59.02 | 58.34 | 28.57 | 29.78 | 28.18 | 42.99 | 34.22 | 35.43 | 23.03 | 42.40 | 33.76 | 45.08 | 50.26 | 35.33 | 32.87 | 40.30 | 46.04 | 39.03 | 61.54 | 73.93 | 77.58 | 57.19 | 50.11 | 59.86 | 56.20 | 81.98 | 77.15 | 79.26 | 105.03 | 70.19 | 42.77 |
| Draw Down(%) | NA | 37.18 | 45.32 | 45.32 | 68.67 | NA | NA | … | … | 35.28 | 28.38 | 12.63 | 26.18 | 26.68 | 18.64 | 36.76 | 67.00 | 23.95 | 18.94 | 16.93 | 30.89 | 25.76 | 32.16 | 19.50 | 37.05 | 28.91 | 45.96 | 41.04 | 33.09 | 28.49 | 35.33 | 60.84 | 17.75 | 30.94 | 34.70 | 63.64 | 30.91 | 39.44 | 46.34 | 44.68 | 43.13 | 40.74 | 43.75 | 77.71 | 36.20 | 26.42 |
| 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 | 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 05/14/1990
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MMSI (Merit Medical Systems, Inc.) |
-36.39%
Dec 1991 – Dec 1994 |
-15.51%
Sep 1991 – Sep 1996 |
-7.55%
May 1991 – May 2001 |
4.72%
Oct 2004 – Oct 2019 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MMSI (Merit Medical Systems, Inc.) |
132.12%
Dec 2000 – Dec 2003 |
64.08%
Mar 1999 – Mar 2004 |
31.27%
Mar 1994 – Mar 2004 |
19.18%
Dec 1994 – Dec 2009 |
Annualized Rolling Returns Comparison Chart