Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MTFC (Minster Financial Corp) | NA | 10.25% | 3.69% | 6.92% | 6.44% | NA | NA | … | … |
Data as of 01/14/2025, Common starting date is 09/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MTFC (Minster Financial Corp) | 09/06/2012 | 01/14/2025 |
| 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 | 10.25 | 3.69 | 6.92 | 6.44 | NA | NA | … | … | 0.00 | 10.25 | 2.73 | -1.55 | 18.42 | 5.84 | 10.34 | 7.81 | 6.80 | 5.10 | 22.50 | -9.09 | 0.00 | 0.00 |
| Sharpe Ratio | NA | 1.03 | 0.14 | 0.77 | 0.83 | NA | NA | … | … | 0.00 | 1.03 | -0.30 | -0.63 | 1.78 | 1.33 | 0.94 | 1.43 | 1.06 | 1.08 | 1.10 | -0.96 | 0.00 | 0.00 |
| Standard Deviation(%) | NA | 6.47 | 5.37 | 6.69 | 6.24 | NA | NA | … | … | NA | 6.46 | 4.00 | 4.70 | 10.34 | 4.20 | 9.40 | 4.53 | 5.80 | 4.53 | 20.50 | 9.53 | NA | NA |
| Draw Down(%) | NA | 1.49 | 3.21 | 3.21 | 3.51 | NA | NA | … | … | 0.00 | 1.49 | 1.73 | 3.21 | 1.66 | 0.00 | 3.51 | 0.00 | 1.94 | 1.94 | 2.04 | 9.09 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 5.16 | 2.80 | 3.81 | 3.72 | 2.77 | 2.07 | … | … | 0.00 | 5.16 | 1.73 | 1.68 | 3.84 | 5.59 | 9.12 | 3.91 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 01/14/2025, Common starting date is 09/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTFC (Minster Financial Corp) |
3.65%
Oct 2012 – Oct 2015 |
4.56%
Oct 2012 – Oct 2017 |
6.27%
Jun 2013 – Jun 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTFC (Minster Financial Corp) |
13.42%
Jul 2018 – Jul 2021 |
10.72%
Aug 2016 – Aug 2021 |
7.59%
Dec 2014 – Dec 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart