Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MRUS (Merus BV) | NA | 114.85% | 79.39% | 38.86% | NA | NA | NA | … | … |
Data as of 12/29/2025, Common starting date is 05/19/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MRUS (Merus BV) | 05/19/2016 | 12/29/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -7.17 | 114.85 | 79.39 | 38.86 | NA | NA | NA | … | … | 114.03 | 52.98 | 77.76 | -51.35 | 81.40 | 24.50 | 0.57 | -27.84 | -8.10 | 110.26 |
| Sharpe Ratio | NA | 1.81 | 1.34 | 0.57 | NA | NA | NA | … | … | 1.84 | 0.86 | 1.36 | -0.73 | 1.07 | 0.32 | -0.01 | -0.48 | -0.14 | 2.54 |
| Standard Deviation(%) | NA | 61.34 | 56.81 | 64.46 | NA | NA | NA | … | … | 61.58 | 54.54 | 54.59 | 72.79 | 76.07 | 76.64 | 61.20 | 61.30 | 63.79 | 90.27 |
| Draw Down(%) | NA | 29.03 | 42.04 | 60.36 | NA | NA | NA | … | … | 29.03 | 31.15 | 26.49 | 59.75 | 43.39 | 45.99 | 31.38 | 56.57 | 57.80 | 26.33 |
| 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 |
Data as of 12/29/2025, Common starting date is 05/19/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRUS (Merus BV) |
-20.84%
Mar 2017 – Mar 2020 |
-4.43%
Dec 2017 – Dec 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRUS (Merus BV) |
84.33%
Nov 2022 – Nov 2025 |
50.98%
Sep 2020 – Sep 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart