Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
PMHG (Prime Meridian Holding Company) 4.70% 107.94% 30.37% 27.08% NA NA NA
Data as of 03/03/2026, Common starting date is 02/08/2018
More Performance Analytics Comparison
Name Start Date End Date
PMHG (Prime Meridian Holding Company) 02/08/2018 03/03/2026
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
Annualized Return (%) 0.44 107.94 30.37 27.08 NA NA NA 4.70 92.17 31.81 -4.26 -11.64 58.15 -11.67 12.27 -17.94
Sharpe Ratio NA 1.97 0.71 0.76 NA NA NA 3.66 1.66 0.96 -0.32 -1.01 2.18 -0.32 0.78 -1.06
Standard Deviation(%) NA 53.48 38.23 32.55 NA NA NA 7.99 54.95 26.27 27.22 12.82 27.07 37.45 13.96 20.19
Draw Down(%) NA 3.79 26.07 28.79 NA NA NA 1.08 11.17 14.52 26.07 12.69 9.05 38.66 11.62 21.74
Yield(%) 0.44 4.24 2.93 3.01 1.48 0.99 0.74 2.13 3.33 1.06 0.91 0.64 0.80 0.59 0.65 0.44
Data as of 03/03/2026, Common starting date is 02/08/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PMHG (Prime Meridian Holding Company) -0.32%
Jun 2021 – Jun 2024
0.07%
Sep 2018 – Sep 2023
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PMHG (Prime Meridian Holding Company) 34.05%
Dec 2022 – Dec 2025
31.71%
Oct 2020 – Oct 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return