Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MTHRF (M3 Inc) | -37.86% | -33.98% | -28.13% | -32.95% | -11.67% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 09/10/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MTHRF (M3 Inc) | 09/10/2014 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -33.98 | -28.13 | -32.95 | -11.67 | NA | NA | … | … | -37.86 | 65.19 | -33.89 | -45.84 | -44.51 | -44.84 | 292.65 | 78.91 | -53.88 | 0.97 | 34.31 | 27.35 | 1.29 |
| Sharpe Ratio | NA | -0.95 | -0.72 | -0.87 | -0.31 | NA | NA | … | … | -1.36 | 1.62 | -0.91 | -1.66 | -1.05 | -1.35 | 5.59 | 3.37 | -0.81 | 0.03 | 0.86 | 0.81 | 0.09 |
| Standard Deviation(%) | NA | 38.56 | 43.51 | 40.56 | 41.98 | NA | NA | … | … | 52.35 | 39.24 | 44.91 | 30.44 | 43.83 | 33.20 | 51.91 | 23.03 | 68.27 | 13.67 | 39.48 | 33.85 | 45.04 |
| Draw Down(%) | NA | 43.93 | 64.36 | 88.19 | 91.66 | NA | NA | … | … | 38.93 | 9.77 | 48.12 | 45.84 | 45.80 | 50.98 | 20.66 | 4.97 | 71.75 | 12.47 | 21.51 | 23.74 | 15.66 |
| Yield(%) | 0.00 | 0.00 | 0.39 | 0.17 | 0.58 | 0.79 | 0.60 | … | … | 0.00 | 1.68 | 0.93 | 0.51 | 0.26 | 0.11 | 0.34 | 0.49 | 0.37 | 0.32 | 0.38 | 0.41 | 0.00 |
Data as of 06/03/2026, Common starting date is 09/10/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTHRF (M3 Inc) |
-48.85%
Jun 2021 – Jun 2024 |
-32.87%
May 2021 – May 2026 |
-11.24%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTHRF (M3 Inc) |
57.07%
Dec 2018 – Dec 2021 |
34.45%
Dec 2015 – Dec 2020 |
-2.03%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart