Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MTPOY (Metropolitan Bank and Trust Co ADR) | NA | 32.25% | 26.66% | 22.45% | 3.51% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 09/13/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MTPOY (Metropolitan Bank and Trust Co ADR) | 09/13/2013 | 09/26/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 32.25 | 26.66 | 22.45 | 3.51 | NA | NA | … | … | 4.88 | 81.30 | 6.86 | -20.44 | 42.50 | -32.81 | 4.30 | -3.82 | -10.14 | 1.17 | -3.99 | 3.07 | 3.51 |
| Sharpe Ratio | NA | 0.78 | 0.63 | 0.50 | 0.06 | NA | NA | … | … | 0.10 | 1.77 | 0.10 | -0.84 | 1.59 | -0.44 | 0.14 | -1.00 | -0.92 | 0.82 | -0.75 | 0.19 | 0.87 |
| Standard Deviation(%) | NA | 37.49 | 36.91 | 40.45 | 34.02 | NA | NA | … | … | 38.75 | 43.93 | 32.53 | 26.07 | 26.63 | 74.24 | 20.09 | 5.20 | 11.83 | 1.16 | 5.34 | 15.88 | 14.18 |
| Draw Down(%) | NA | 16.19 | 19.77 | 25.11 | 51.88 | NA | NA | … | … | 16.19 | 10.61 | 19.77 | 25.11 | 11.48 | 46.05 | 16.00 | 4.93 | 11.09 | 0.00 | 5.08 | 11.39 | 3.37 |
| Yield(%) | 0.00 | 7.90 | 9.40 | 10.56 | 2.80 | 2.03 | 1.52 | … | … | 6.27 | 10.75 | 6.65 | 5.15 | 9.87 | 1.55 | 1.21 | 1.17 | 1.07 | 1.17 | 1.15 | 1.19 | 0.00 |
Data as of 09/26/2025, Common starting date is 09/13/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTPOY (Metropolitan Bank and Trust Co ADR) |
-21.30%
May 2017 – May 2020 |
-13.90%
May 2015 – May 2020 |
-3.04%
Dec 2013 – Dec 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTPOY (Metropolitan Bank and Trust Co ADR) |
26.56%
Jul 2022 – Jul 2025 |
22.68%
May 2020 – May 2025 |
3.31%
Aug 2015 – Aug 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart