Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MBINL (Merchants Bancorp) | 10.81% | 12.44% | NA | NA | NA | NA | NA | … | … |
Data as of 06/12/2026, Common starting date is 11/20/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MBINL (Merchants Bancorp) | 11/20/2024 | 06/12/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.00 | 12.44 | NA | NA | NA | NA | NA | … | … | 10.81 | -1.69 | 1.98 |
| Sharpe Ratio | NA | 0.99 | NA | NA | NA | NA | NA | … | … | 2.63 | -0.46 | 2.99 |
| Standard Deviation(%) | NA | 9.86 | NA | NA | NA | NA | NA | … | … | 8.82 | 10.01 | 5.62 |
| Draw Down(%) | NA | 5.30 | NA | NA | NA | NA | NA | … | … | 4.90 | 8.79 | 1.45 |
| Yield(%) | 0.00 | 8.01 | 3.44 | 2.06 | 1.03 | 0.69 | 0.52 | … | … | 2.08 | 7.51 | 0.78 |
Data as of 06/12/2026, Common starting date is 11/20/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBINL (Merchants Bancorp) |
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 |
|---|---|---|---|---|
| MBINL (Merchants Bancorp) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart