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
MAHI (Monarch Services Inc) NA -100.00% -100.00% -100.00% -100.00% -100.00% -100.00%
Data as of 03/11/2022, Common starting date is 04/10/1980
More Performance Analytics Comparison
Name Start Date End Date
MAHI (Monarch Services Inc) 04/10/1980 03/11/2022
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 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 1989 1988 1987 1986 1985 1984 1983 1982 1981 1980
Annualized Return (%) -100.00 -100.00 -100.00 -100.00 -100.00 -100.00 -100.00 0.00 33.33 100.00 200.00 0.00 -50.00 -33.33 200.00 -50.00 0.00 -60.00 0.00 -92.54 123.33 -25.00 -32.20 -27.16 -65.68 57.33 18.11 -54.15 -17.93 -21.74 27.78 35.00 -4.76 50.00 -41.67 20.00 48.15 3.85 8.33 9.09 -26.67 15.38 -48.00 -55.36 223.08 -53.57 -51.72 0.00 141.67 157.14
Sharpe Ratio NA -0.37 -0.20 -0.21 -0.18 NA NA 0.00 0.24 0.39 0.77 0.00 -1.00 -0.53 1.65 -0.39 -0.09 -1.08 -0.13 -0.38 1.21 -0.51 -0.85 -0.54 -0.94 0.21 -0.02 -1.52 -0.79 -1.30 0.60 0.55 -0.46 0.49 -0.89 0.30 0.67 0.06 0.08 0.13 -0.42 0.18 -0.45 -0.56 2.90 -1.05 -1.56 0.00 2.61 5.68
Standard Deviation(%) NA 269.27 272.44 213.52 183.41 NA NA NA 235.99 254.33 229.25 NA 69.45 127.49 109.86 177.21 208.64 73.02 138.37 295.53 86.81 87.15 64.21 92.17 92.25 179.20 53.35 48.57 50.28 69.79 87.83 125.07 112.29 105.98 116.46 72.14 71.67 68.51 103.28 67.87 63.08 84.67 106.18 97.81 77.02 50.88 33.07 65.22 53.97 46.99
Draw Down(%) NA 99.55 99.74 99.74 99.74 NA NA 0.00 79.49 71.43 66.67 0.00 50.00 75.00 0.00 75.00 66.67 60.00 70.59 93.67 43.40 64.29 61.33 60.24 81.00 57.11 22.31 54.15 31.51 31.43 40.63 48.00 41.18 33.33 57.14 26.67 27.78 25.00 45.45 29.03 44.74 23.53 69.44 69.70 45.21 59.37 60.61 58.62 39.06 14.29
Yield(%) 0.00 0.00 0.00 0.00 0.00 5.90 1.20 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 92.54 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 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 0.00 0.00
Data as of 03/11/2022, Common starting date is 04/10/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MAHI (Monarch Services Inc) -61.11%
Apr 2011 – Apr 2014
-45.07%
Nov 2016 – Nov 2021
-33.60%
Nov 2011 – Nov 2021
-13.73%
Jan 1994 – Jan 2009
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MAHI (Monarch Services Inc) 239.12%
Feb 2018 – Feb 2021
81.14%
Feb 2016 – Feb 2021
22.80%
Feb 2011 – Feb 2021
6.89%
May 1980 – May 1995
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return