Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MUSIX (MERK CURRENCY ENHANCED U.S. EQUITY FUND INSTITUTIONAL SHARES) | NA | -54.18% | -10.77% | NA | NA | NA | NA | … | … |
Data as of 08/07/2015, Common starting date is 09/13/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MUSIX (MERK CURRENCY ENHANCED U.S. EQUITY FUND INSTITUTIONAL SHARES) | 09/13/2011 | 08/07/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -54.18 | -10.77 | NA | NA | NA | NA | … | … | -57.83 | 8.15 | 35.11 | 11.73 | 2.87 |
| Sharpe Ratio | NA | -0.88 | -0.65 | NA | NA | NA | NA | … | … | -0.86 | -0.96 | 1.11 | -0.41 | -0.17 |
| Standard Deviation(%) | NA | 82.71 | 49.17 | NA | NA | NA | NA | … | … | 106.48 | 10.75 | 14.90 | 16.83 | 30.33 |
| Draw Down(%) | NA | 58.80 | 58.80 | NA | NA | NA | NA | … | … | 58.80 | 7.34 | 7.66 | 17.95 | 12.23 |
| Yield(%) | 0.00 | 0.36 | 3.81 | 2.79 | 1.39 | 0.93 | 0.70 | … | … | 0.00 | 3.95 | 4.24 | 2.72 | 0.00 |
Data as of 08/07/2015, Common starting date is 09/13/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MUSIX (MERK CURRENCY ENHANCED U.S. EQUITY FUND INSTITUTIONAL SHARES) |
-10.36%
Jul 2012 – Jul 2015 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MUSIX (MERK CURRENCY ENHANCED U.S. EQUITY FUND INSTITUTIONAL SHARES) |
21.58%
Dec 2011 – Dec 2014 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart