Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MPYEX (MERITAGE YIELD-FOCUS EQUITY FUND INVESTOR SHARES) | NA | -24.86% | -7.45% | -1.55% | NA | NA | NA | … | … |
Data as of 08/27/2020, Common starting date is 12/26/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MPYEX (MERITAGE YIELD-FOCUS EQUITY FUND INVESTOR SHARES) | 12/26/2013 | 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 (%) | -17.61 | -24.86 | -7.45 | -1.55 | NA | NA | NA | … | … | -19.61 | 17.55 | -8.17 | 12.78 | 13.09 | -9.99 | 6.45 | 0.50 |
| Sharpe Ratio | NA | -0.28 | -0.11 | 0.08 | NA | NA | NA | … | … | -0.68 | 1.45 | -0.75 | 1.77 | 1.06 | -0.72 | 0.71 | 28.46 |
| Standard Deviation(%) | NA | 34.89 | 22.25 | 18.74 | NA | NA | NA | … | … | 42.54 | 11.21 | 12.66 | 6.91 | 12.16 | 13.94 | 9.10 | 1.81 |
| Draw Down(%) | NA | 42.16 | 42.16 | 42.16 | NA | NA | NA | … | … | 42.16 | 7.79 | 16.38 | 3.10 | 7.73 | 16.86 | 8.19 | 0.00 |
| Yield(%) | 0.00 | 3.10 | 3.21 | 3.36 | 1.96 | 1.31 | 0.98 | … | … | 1.24 | 3.37 | 3.20 | 2.91 | 3.16 | 3.13 | 2.24 | 0.00 |
Data as of 08/27/2020, Common starting date is 12/26/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MPYEX (MERITAGE YIELD-FOCUS EQUITY FUND INVESTOR SHARES) |
-5.52%
Mar 2017 – Mar 2020 |
-2.37%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MPYEX (MERITAGE YIELD-FOCUS EQUITY FUND INVESTOR SHARES) |
11.32%
Sep 2015 – Sep 2018 |
5.05%
Dec 2014 – Dec 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart