Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SPMC (Sound Point Meridian Capital, Inc.) | -17.72% | -27.56% | NA | NA | NA | NA | NA | … | … |
Data as of 06/16/2026, Common starting date is 06/14/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SPMC (Sound Point Meridian Capital, Inc.) | 06/14/2024 | 06/16/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -13.34 | -27.56 | NA | NA | NA | NA | NA | … | … | -17.72 | -22.52 | 11.81 |
| Sharpe Ratio | NA | -0.80 | NA | NA | NA | NA | NA | … | … | -0.52 | -0.89 | 1.02 |
| Standard Deviation(%) | NA | 32.70 | NA | NA | NA | NA | NA | … | … | 42.14 | 28.77 | 18.99 |
| Draw Down(%) | NA | 47.87 | NA | NA | NA | NA | NA | … | … | 38.97 | 31.22 | 5.93 |
| Yield(%) | 1.70 | 16.70 | 9.47 | 5.68 | 2.84 | 1.89 | 1.42 | … | … | 9.85 | 14.38 | 6.80 |
Data as of 06/16/2026, Common starting date is 06/14/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPMC (Sound Point Meridian Capital, Inc.) |
0.00%
NA |
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 |
|---|---|---|---|---|
| SPMC (Sound Point Meridian Capital, Inc.) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart