Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MPYIX (MERITAGE YIELD-FOCUS EQUITY FUND INSTITUTIONAL SHARES) | NA | -8.81% | -1.14% | 2.47% | NA | NA | NA | … | … |
Data as of 08/27/2020, Common starting date is 12/26/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MPYIX (MERITAGE YIELD-FOCUS EQUITY FUND INSTITUTIONAL SHARES) | 12/26/2013 | 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 (%) | 0.11 | -8.81 | -1.14 | 2.47 | NA | NA | NA | … | … | -20.15 | 17.55 | -8.04 | 12.63 | 13.46 | -9.78 | 6.62 | 0.60 |
| Sharpe Ratio | NA | -0.29 | -0.11 | 0.08 | NA | NA | NA | … | … | -0.69 | 1.46 | -0.74 | 1.77 | 1.09 | -0.71 | 0.72 | 23.81 |
| Standard Deviation(%) | NA | 34.86 | 22.20 | 18.71 | NA | NA | NA | … | … | 42.51 | 11.16 | 12.59 | 6.82 | 12.16 | 13.90 | 9.21 | 2.72 |
| Draw Down(%) | NA | 42.17 | 42.17 | 42.17 | NA | NA | NA | … | … | 42.17 | 7.73 | 16.36 | 3.05 | 7.62 | 16.71 | 8.15 | 0.00 |
| Yield(%) | 0.00 | 3.42 | 3.50 | 3.82 | 2.20 | 1.47 | 1.10 | … | … | 1.40 | 3.66 | 3.48 | 3.96 | 3.41 | 3.42 | 2.31 | 0.00 |
Data as of 08/27/2020, Common starting date is 12/26/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MPYIX (MERITAGE YIELD-FOCUS EQUITY FUND INSTITUTIONAL SHARES) |
-5.26%
Mar 2017 – Mar 2020 |
-2.18%
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 |
|---|---|---|---|---|
| MPYIX (MERITAGE YIELD-FOCUS EQUITY FUND INSTITUTIONAL SHARES) |
11.48%
Sep 2015 – Sep 2018 |
5.23%
Dec 2014 – Dec 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart