Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MVEBX (MERITAGE VALUE EQUITY FUND INSTITUTIONAL SHARES) | NA | -3.91% | -0.75% | 2.16% | NA | NA | NA | … | … |
Data as of 08/27/2020, Common starting date is 12/24/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MVEBX (MERITAGE VALUE EQUITY FUND INSTITUTIONAL SHARES) | 12/24/2013 | 08/27/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -3.91 | -0.75 | 2.16 | NA | NA | NA | … | … | -14.71 | 12.09 | -18.14 | 15.71 | 8.93 | -2.61 | 11.32 | 0.80 |
| Sharpe Ratio | NA | -0.14 | -0.09 | 0.08 | NA | NA | NA | … | … | -0.56 | 0.89 | -1.14 | 1.88 | 0.71 | -0.19 | 1.01 | 22.58 |
| Standard Deviation(%) | NA | 31.89 | 21.27 | 18.08 | NA | NA | NA | … | … | 38.85 | 12.11 | 17.14 | 8.07 | 12.17 | 13.91 | 11.17 | 2.88 |
| Draw Down(%) | NA | 37.15 | 37.19 | 37.19 | NA | NA | NA | … | … | 37.15 | 6.87 | 23.81 | 4.76 | 9.60 | 11.13 | 8.17 | 0.00 |
| Yield(%) | 0.00 | 5.67 | 4.57 | 3.47 | 2.01 | 1.34 | 1.01 | … | … | 0.00 | 5.95 | 7.18 | 0.61 | 0.93 | 1.17 | 1.06 | 0.00 |
Data as of 08/27/2020, Common starting date is 12/24/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MVEBX (MERITAGE VALUE EQUITY FUND INSTITUTIONAL SHARES) |
-4.44%
Mar 2017 – Mar 2020 |
-1.77%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MVEBX (MERITAGE VALUE EQUITY FUND INSTITUTIONAL SHARES) |
9.71%
Sep 2015 – Sep 2018 |
6.25%
Jan 2014 – Jan 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart