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MMSI: Merit Medical Systems, Inc. (STOCK)
Basic Info 64.48 1.44(2.28%) June 05
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 05/14/1990 |
| Last Dividend Date: | - |
| 12-Mo. Yield | 0.00% |
| Expenses | - |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 05/14/1990 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.3 | -26.8 | -32.3 | -8.4 | 1.3 | 12.8 | 8.6 | 9.1 | 11.2 | -9.6 | 27.0 | 7.6 | 13.4 | 12.2 | 77.8 | -44.1 | 29.2 | 63.0 | 42.5 | 7.3 | 10.1 | 13.2 | 3.9 | 5.7 | -17.7 | 7.3 | 29.0 | -12.2 | 30.5 | -20.5 | -31.4 | 98.7 | 33.3 | 315.1 | -22.4 | 9.4 | 6.0 | -26.5 | 25.9 | 54.3 | -18.6 | -28.3 | -55.9 | 277.8 | 54.3 |
| Sharpe Ratio | NA | -1.54 | -1.13 | -0.4 | -0.04 | 0.3 | NA | NA | 0.18 | -0.42 | 1.04 | 0.11 | 0.34 | 0.43 | 1.31 | -1.15 | 0.27 | 1.48 | 0.3 | -0.26 | -0.25 | -0.15 | -0.64 | -0.3 | -1.08 | -0.25 | 0.19 | -0.97 | 0.25 | -1.03 | -1.11 | 2.03 | 0.22 | 4.1 | -1.17 | 0.6 | 0.78 | -1.22 | 0.49 | -0.09 | -0.22 | -0.36 | -0.53 | 3.93 | 2.29 |
| Draw Down(%) | NA | 35.3 | 37.2 | 45.3 | 45.3 | 68.7 | NA | NA | 81.0 | 28.4 | 12.6 | 26.2 | 26.7 | 18.6 | 36.8 | 67.0 | 23.9 | 18.9 | 16.9 | 30.9 | 25.8 | 32.2 | 19.5 | 37.1 | 28.9 | 46.0 | 41.0 | 33.1 | 28.5 | 35.3 | 60.8 | 17.7 | 30.9 | 34.7 | 63.6 | 30.9 | 39.4 | 46.3 | 44.7 | 43.1 | 40.7 | 43.8 | 77.7 | 36.2 | 26.4 |
| Standard Deviation(%) | NA | 35.3 | 30.9 | 29.3 | 29.8 | 37.1 | NA | NA | 53.2 | 30.2 | 20.9 | 30.3 | 35.2 | 28.5 | 59.0 | 58.3 | 28.6 | 29.8 | 28.2 | 43.0 | 34.2 | 35.4 | 23.0 | 42.4 | 33.8 | 45.1 | 50.3 | 35.3 | 32.9 | 40.3 | 46.0 | 39.0 | 61.5 | 73.9 | 77.6 | 57.2 | 50.1 | 59.9 | 56.2 | 82.0 | 77.2 | 79.3 | 105.0 | 70.2 | 42.8 |
| Treynor Ratio | NA | -0.85 | -0.62 | -0.16 | -0.01 | 0.11 | NA | NA | 0.12 | -0.14 | 0.39 | 0.05 | 0.13 | 0.12 | 0.68 | -0.81 | 0.09 | 0.27 | 0.08 | -0.18 | -0.07 | -0.06 | -0.17 | -0.11 | -0.44 | -0.14 | 0.12 | -0.34 | 0.07 | -0.43 | -0.42 | 1.12 | 0.22 | 9.4 | -1.92 | 1.36 | 0.98 | -0.88 | 0.35 | -0.03 | -3.52 | -0.2 | -0.43 | 4.15 | 2.25 |
| Alpha | NA | -0.32 | -0.19 | -0.08 | -0.03 | 0.01 | NA | NA | 0.06 | -0.09 | 0.04 | -0.03 | 0.14 | -0.04 | 0.19 | -0.27 | 0.12 | 0.79 | 0.11 | -0.59 | 0.01 | -0.23 | -0.04 | 0.05 | -0.24 | -0.03 | 0.25 | -0.05 | 0.07 | -0.1 | -0.14 | 0.21 | 0.12 | 0.64 | -0.24 | 0.13 | 0.11 | -0.18 | 0.09 | 0.28 | 0.02 | -0.04 | -0.15 | 0.55 | 0.32 |
| Beta | NA | 0.64 | 0.57 | 0.75 | 0.84 | 0.98 | NA | NA | 0.8 | 0.9 | 0.55 | 0.69 | 0.96 | 1.01 | 1.14 | 0.83 | 0.89 | 1.61 | 1.0 | 0.62 | 1.13 | 0.84 | 0.87 | 1.22 | 0.83 | 0.82 | 0.75 | 1.01 | 1.2 | 0.97 | 1.22 | 0.71 | 0.63 | 0.32 | 0.47 | 0.25 | 0.4 | 0.83 | 0.79 | 2.34 | 0.05 | 1.41 | 1.29 | 0.66 | 0.44 |
| RSquared | NA | 0.06 | 0.05 | 0.15 | 0.23 | 0.24 | NA | NA | 0.08 | 0.32 | 0.11 | 0.09 | 0.43 | 0.22 | 0.45 | 0.04 | 0.28 | 0.13 | 0.22 | 0.06 | 0.14 | 0.07 | 0.23 | 0.44 | 0.21 | 0.24 | 0.39 | 0.21 | 0.13 | 0.06 | 0.09 | 0.1 | 0.07 | 0.01 | 0.02 | 0.01 | 0.03 | 0.06 | 0.03 | 0.05 | 0.0 | 0.02 | 0.01 | 0.02 | 0.03 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/14/1990
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