Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MPGEX (MERITAGE GROWTH EQUITY FUND INVESTOR SHARES) | NA | -26.93% | -3.38% | 2.98% | NA | NA | NA | … | … |
Data as of 08/27/2020, Common starting date is 12/24/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MPGEX (MERITAGE GROWTH EQUITY FUND INVESTOR SHARES) | 12/24/2013 | 08/27/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -26.93 | -3.38 | 2.98 | NA | NA | NA | … | … | -35.37 | 10.00 | -11.59 | 25.71 | 11.30 | 1.53 | 11.72 | 0.90 |
| Sharpe Ratio | NA | -0.62 | -0.26 | -0.05 | NA | NA | NA | … | … | -0.64 | 0.36 | -0.60 | 2.87 | 0.83 | 0.10 | 0.94 | 23.24 |
| Standard Deviation(%) | NA | 64.54 | 39.90 | 31.94 | NA | NA | NA | … | … | 75.63 | 24.37 | 21.39 | 8.78 | 13.39 | 14.65 | 12.43 | 3.25 |
| Draw Down(%) | NA | 44.32 | 44.32 | 44.32 | NA | NA | NA | … | … | 41.91 | 18.04 | 23.94 | 2.95 | 10.95 | 10.76 | 8.81 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 4.95 | 4.33 | 2.55 | 1.70 | 1.27 | … | … | 0.00 | 0.00 | 7.21 | 8.38 | 1.10 | 2.09 | 1.19 | 0.00 |
Data as of 08/27/2020, Common starting date is 12/24/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MPGEX (MERITAGE GROWTH EQUITY FUND INVESTOR SHARES) |
-3.65%
Jul 2017 – Jul 2020 |
1.93%
Jul 2015 – Jul 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MPGEX (MERITAGE GROWTH EQUITY FUND INVESTOR SHARES) |
18.79%
Sep 2015 – Sep 2018 |
13.26%
Jan 2015 – Jan 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart