Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MERR (Merriman Holdings Inc) | NA | 100.00% | -84.13% | -59.11% | -60.24% | -55.51% | -59.16% | … | … |
Data as of 03/13/2024, Common starting date is 10/16/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MERR (Merriman Holdings Inc) | 10/16/2000 | 03/13/2024 |
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 100.00 | -84.13 | -59.11 | -60.24 | -55.51 | -59.16 | … | … |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | … | … |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | … | … |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | … | … |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … |
Data as of 03/13/2024, Common starting date is 10/16/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MERR (Merriman Holdings Inc) |
-90.20%
Apr 2006 – Apr 2009 |
-82.19%
Jul 2011 – Jul 2016 |
-74.10%
Jul 2006 – Jul 2016 |
-68.71%
Apr 2008 – Apr 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MERR (Merriman Holdings Inc) |
91.29%
Mar 2003 – Mar 2006 |
51.44%
Jan 2017 – Jan 2022 |
-33.80%
Aug 2001 – Aug 2011 |
-49.92%
Oct 2002 – Oct 2017 |
Annualized Rolling Returns Comparison Chart