Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MVMDF (Mountain Valley MD Holdings Inc) | 400.00% | 150.00% | 7.72% | -31.84% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/20/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MVMDF (Mountain Valley MD Holdings Inc) | 05/20/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 150.00 | 7.72 | -31.84 | NA | NA | NA | … | … | 400.00 | -50.00 | -33.33 | 0.00 | -62.50 | -76.90 | 605.19 |
| Sharpe Ratio | NA | 0.55 | 0.04 | -0.15 | NA | NA | NA | … | … | 32.11 | -0.15 | -0.20 | -0.02 | -0.32 | -0.50 | 8.36 |
| Standard Deviation(%) | NA | 355.66 | 265.18 | 235.51 | NA | NA | NA | … | … | 246.36 | 351.12 | 203.43 | 198.27 | 199.15 | 152.41 | 268.52 |
| Draw Down(%) | NA | 50.00 | 83.33 | 98.31 | NA | NA | NA | … | … | 50.00 | 66.67 | 72.00 | 71.43 | 90.91 | 95.40 | 85.19 |
| Yield(%) | 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 |
Data as of 06/04/2026, Common starting date is 05/20/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MVMDF (Mountain Valley MD Holdings Inc) |
-70.17%
Feb 2021 – Feb 2024 |
-61.15%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MVMDF (Mountain Valley MD Holdings Inc) |
14.47%
Mar 2023 – Mar 2026 |
-18.90%
Jun 2020 – Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart