Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MBINN (Merchants Bancorp) | 15.50% | 10.25% | 13.73% | 1.72% | NA | NA | NA | … | … |
Data as of 06/17/2026, Common starting date is 03/18/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MBINN (Merchants Bancorp) | 03/18/2021 | 06/17/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.29 | 10.25 | 13.73 | 1.72 | NA | NA | NA | … | … | 15.50 | 0.69 | 7.54 | 13.11 | -21.88 | 8.53 |
| Sharpe Ratio | NA | 0.39 | 0.39 | -0.05 | NA | NA | NA | … | … | 1.59 | -0.12 | 0.22 | 0.24 | -0.96 | 0.76 |
| Standard Deviation(%) | NA | 16.46 | 19.93 | 24.91 | NA | NA | NA | … | … | 17.20 | 18.69 | 17.91 | 39.73 | 24.27 | 14.19 |
| Draw Down(%) | NA | 12.31 | 20.89 | 38.10 | NA | NA | NA | … | … | 5.77 | 14.94 | 16.05 | 31.89 | 21.88 | 9.85 |
| Yield(%) | 1.84 | 7.51 | 8.66 | 5.59 | 3.13 | 2.09 | 1.57 | … | … | 4.01 | 7.23 | 7.46 | 7.61 | 5.71 | 4.58 |
Data as of 06/17/2026, Common starting date is 03/18/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBINN (Merchants Bancorp) |
-3.49%
Jul 2021 – Jul 2024 |
1.76%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBINN (Merchants Bancorp) |
12.86%
May 2023 – May 2026 |
2.01%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart