Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
MRCHF (H.U. Group Holdings Inc) NA 63.06% 0.66% 28.91% nan% NA NA
Data as of 05/16/2025, Common starting date is 08/06/2012
More Performance Analytics Comparison
Name Start Date End Date
MRCHF (H.U. Group Holdings Inc) 08/06/2012 05/16/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Annualized Return (%) 0.00 63.06 0.66 28.91 nan NA NA 40.01 -4.95 7.82 -27.49 -461.78 -43.55 -162.17 -43.08 -1.76 -638.78 18.58 -9.27 -30,536.39 -0.57
Sharpe Ratio NA 1.20 -0.07 NA NA NA NA 0.28 -0.33 0.21 -1.02 NA NA NA -1.21 -0.23 NA 1.21 -0.82 NA -0.07
Standard Deviation(%) NA 49.60 37.17 NA NA NA NA 278.06 39.74 17.53 28.37 NA NA NA 36.88 10.65 NA 15.32 11.32 NA 21.55
Draw Down(%) NA 6.89 37.46 567.41 645.43 NA NA 6.89 24.23 16.46 28.93 461.78 194.55 164.37 43.08 7.08 645.43 0.00 8.97 30,536.39 10.56
Yield(%) 0.00 5.71 3.92 110.78 67.80 66.93 50.20 0.00 6.86 7.48 3.82 333.33 473.25 259.40 2.58 2.27 119.76 2.05 1.82 212.49 1.16
Data as of 05/16/2025, Common starting date is 08/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MRCHF (H.U. Group Holdings Inc) -41.00%
Mar 2017 – Mar 2020
-12.12%
Nov 2017 – Nov 2022
95.42%
Oct 2012 – Oct 2022
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MRCHF (H.U. Group Holdings Inc) 169.45%
Jun 2013 – Jun 2016
344.40%
Nov 2012 – Nov 2017
97.62%
Nov 2012 – Nov 2022
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return