Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MELR (Melrose Bancorp Inc) | NA | 3.39% | 0.15% | 5.83% | NA | NA | NA | … | … |
Data as of 10/16/2020, Common starting date is 10/22/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MELR (Melrose Bancorp Inc) | 10/22/2014 | 10/16/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.39 | 0.15 | 5.83 | NA | NA | NA | … | … | -25.97 | 34.77 | -10.20 | 11.45 | 17.44 | 15.45 | 1.40 |
| Sharpe Ratio | NA | 0.04 | -0.01 | 0.11 | NA | NA | NA | … | … | -0.37 | 0.89 | -0.44 | 0.32 | 0.52 | 0.61 | 0.55 |
| Standard Deviation(%) | NA | 82.28 | 51.62 | 45.46 | NA | NA | NA | … | … | 86.07 | 37.49 | 25.91 | 34.36 | 33.22 | 25.27 | 13.70 |
| Draw Down(%) | NA | 43.91 | 43.91 | 43.91 | NA | NA | NA | … | … | 43.91 | 12.16 | 15.12 | 10.41 | 8.83 | 9.31 | 3.76 |
| Yield(%) | 0.00 | 1.93 | 1.81 | 1.43 | 0.80 | 0.53 | 0.40 | … | … | 1.38 | 1.90 | 1.73 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 10/16/2020, Common starting date is 10/22/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MELR (Melrose Bancorp Inc) |
-8.41%
Sep 2017 – Sep 2020 |
1.33%
Sep 2015 – Sep 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MELR (Melrose Bancorp Inc) |
17.27%
Jan 2017 – Jan 2020 |
14.96%
Jan 2015 – Jan 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart