Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
EWLUD (Merion Inc) NA -83.33% -15.66% -31.57% NA NA NA
Data as of 11/01/2021, Common starting date is 09/10/2015
More Performance Analytics Comparison
Name Start Date End Date
EWLUD (Merion Inc) 09/10/2015 11/01/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020 2019 2018 2017 2016 2015
Annualized Return (%) 0.00 -83.33 -15.66 -31.57 NA NA NA -83.33 221.43 -62.16 131.25 -68.00 0.00 0.00
Sharpe Ratio NA -0.20 -0.06 -0.11 NA NA NA -0.20 1.36 -0.33 0.69 -0.19 0.00 0.00
Standard Deviation(%) NA 412.35 281.60 282.96 NA NA NA 448.11 161.75 190.41 187.97 369.18 NA NA
Draw Down(%) NA 98.67 98.67 98.67 NA NA NA 98.67 61.54 90.92 84.83 95.00 0.00 0.00
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 11/01/2021, Common starting date is 09/10/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
EWLUD (Merion Inc) -43.42%
Oct 2018 – Oct 2021
-47.04%
Oct 2016 – Oct 2021
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
EWLUD (Merion Inc) 82.55%
Feb 2018 – Feb 2021
16.97%
Feb 2016 – Feb 2021
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return