Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MNMB (Merchants & Marine Bancorp Inc) | 36.11% | 38.53% | 15.67% | 10.28% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 02/12/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MNMB (Merchants & Marine Bancorp Inc) | 02/12/2018 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.00 | 38.53 | 15.67 | 10.28 | NA | NA | NA | … | … | 36.11 | -5.36 | -7.83 | 24.76 | 3.58 | 15.48 | -8.64 | 6.46 | -3.63 |
| Sharpe Ratio | NA | 0.87 | 0.40 | 0.25 | NA | NA | NA | … | … | 2.12 | -0.44 | -0.43 | 0.76 | 0.13 | 0.48 | -0.23 | 0.42 | -0.46 |
| Standard Deviation(%) | NA | 30.69 | 27.45 | 27.01 | NA | NA | NA | … | … | 39.20 | 19.01 | 26.34 | 27.85 | 16.58 | 32.44 | 39.16 | 11.79 | 12.13 |
| Draw Down(%) | NA | 11.25 | 22.97 | 22.97 | NA | NA | NA | … | … | 7.78 | 11.25 | 15.88 | 14.73 | 9.04 | 13.23 | 29.78 | 5.82 | 9.61 |
| Yield(%) | 0.00 | 3.72 | 3.40 | 3.70 | 2.76 | 1.84 | 1.38 | … | … | 0.78 | 3.44 | 2.45 | 3.72 | 3.72 | 4.13 | 3.64 | 3.72 | 3.45 |
Data as of 06/10/2026, Common starting date is 02/12/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MNMB (Merchants & Marine Bancorp Inc) |
0.61%
Aug 2019 – Aug 2022 |
1.97%
May 2018 – May 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MNMB (Merchants & Marine Bancorp Inc) |
14.48%
May 2023 – May 2026 |
10.43%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart