Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MBINM (Merchants Bancorp) | 2.99% | 10.65% | 10.86% | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 09/23/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MBINM (Merchants Bancorp) | 09/23/2022 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.23 | 10.65 | 10.86 | NA | NA | NA | NA | … | … | 2.99 | 8.54 | 15.24 | -5.01 | 13.86 |
| Sharpe Ratio | NA | 0.91 | 0.61 | NA | NA | NA | NA | … | … | 0.47 | 0.67 | 1.01 | -0.31 | 3.90 |
| Standard Deviation(%) | NA | 8.59 | 12.27 | NA | NA | NA | NA | … | … | 9.09 | 8.63 | 11.52 | 28.01 | 15.09 |
| Draw Down(%) | NA | 3.90 | 12.53 | NA | NA | NA | NA | … | … | 3.82 | 3.69 | 4.34 | 22.57 | 4.37 |
| Yield(%) | 0.00 | 8.21 | 8.58 | 5.84 | 2.92 | 1.95 | 1.46 | … | … | 2.03 | 7.87 | 8.39 | 7.52 | 2.17 |
Data as of 06/10/2026, Common starting date is 09/23/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBINM (Merchants Bancorp) |
4.75%
Nov 2022 – Nov 2025 |
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 |
|---|---|---|---|---|
| MBINM (Merchants Bancorp) |
11.00%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart