Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MTH (Meritage Homes Corporation) | 4.41% | 6.73% | 5.76% | 6.73% | 14.66% | 13.17% | 5.34% | … | … |
Data as of 06/04/2026, Common starting date is 07/26/1988
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MTH (Meritage Homes Corporation) | 07/26/1988 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.92 | 6.73 | 5.76 | 6.73 | 14.66 | 13.17 | 5.34 | … | … | 4.41 | -12.32 | -10.16 | 90.53 | -24.46 | 47.38 | 35.53 | 66.42 | -28.28 | 47.13 | 2.38 | -5.56 | -25.01 | 28.49 | 61.06 | 4.46 | 14.85 | 58.83 | -16.47 | -69.47 | -24.16 | 11.66 | 69.96 | 97.06 | 31.19 | 37.72 | 242.53 | -10.77 | -0.51 | 63.33 | 67.61 | 52.71 | -20.00 | -46.42 | -64.24 | 99.99 | 72.97 | -57.37 | -17.68 |
| Sharpe Ratio | NA | 0.05 | 0.06 | 0.07 | 0.29 | NA | NA | … | … | -0.07 | -0.40 | -0.37 | 2.52 | -0.57 | 1.20 | 0.44 | 2.02 | -0.85 | 1.89 | 0.06 | -0.15 | -0.84 | 0.76 | 1.38 | 0.09 | 0.31 | 0.63 | -0.12 | -1.11 | -0.69 | 0.21 | 1.97 | 2.64 | 0.51 | 0.49 | 4.16 | -0.33 | -0.08 | 1.08 | 0.76 | 0.57 | -0.21 | -0.46 | -0.80 | 2.41 | 0.99 | -0.83 | -1.64 |
| Standard Deviation(%) | NA | 37.94 | 37.85 | 38.48 | 42.53 | NA | NA | … | … | 39.24 | 38.10 | 37.00 | 34.83 | 45.74 | 39.34 | 79.69 | 32.16 | 35.20 | 24.67 | 38.25 | 36.21 | 29.69 | 37.34 | 44.69 | 51.49 | 47.98 | 93.92 | 139.76 | 65.51 | 39.96 | 43.98 | 35.01 | 36.53 | 58.91 | 73.05 | 57.29 | 43.19 | 50.91 | 55.09 | 82.79 | 85.63 | 109.36 | 104.36 | 82.68 | 39.71 | 67.52 | 76.29 | 25.18 |
| Draw Down(%) | NA | 27.68 | 42.95 | 46.77 | 64.27 | NA | NA | … | … | 26.55 | 24.12 | 28.59 | 26.85 | 46.77 | 25.26 | 62.80 | 19.99 | 40.24 | 11.45 | 26.14 | 33.57 | 33.57 | 24.94 | 20.99 | 47.92 | 38.21 | 43.97 | 76.14 | 73.49 | 47.91 | 39.49 | 23.17 | 20.52 | 41.25 | 51.15 | 30.10 | 36.65 | 51.41 | 41.67 | 30.43 | 31.25 | 33.33 | 67.50 | 74.97 | 29.91 | 37.04 | 68.75 | 23.46 |
| Yield(%) | 0.00 | 2.70 | 1.64 | 1.20 | 1.71 | 1.85 | 0.62 | … | … | 0.72 | 1.13 | 1.76 | 1.16 | 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.89 | 2.37 | 0.00 | 1.07 | 5.71 | 40.16 | 32.41 | 1.50 | 3.47 |
Data as of 06/04/2026, Common starting date is 07/26/1988
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTH (Meritage Homes Corporation) |
-50.16%
Oct 1991 – Oct 1994 |
-30.26%
Oct 1988 – Oct 1993 |
-7.15%
Sep 2005 – Sep 2015 |
-3.14%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTH (Meritage Homes Corporation) |
109.68%
Jun 2000 – Jun 2003 |
97.11%
Jun 2000 – Jun 2005 |
54.69%
Jan 1995 – Jan 2005 |
33.54%
Feb 1990 – Feb 2005 |
Annualized Rolling Returns Comparison Chart