Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MRBK (Meridian Corporation) | 12.86% | 54.21% | 31.06% | 12.44% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 11/07/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MRBK (Meridian Corporation) | 11/07/2017 | 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 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 9.40 | 54.21 | 31.06 | 12.44 | NA | NA | NA | … | … | 12.86 | 32.67 | 3.43 | -0.42 | -15.58 | 87.80 | 4.55 | 17.59 | -14.06 | 9.48 |
| Sharpe Ratio | NA | 1.50 | 0.86 | 0.31 | NA | NA | NA | … | … | 0.65 | 0.95 | -0.01 | -0.12 | -0.74 | 2.87 | 0.08 | 0.68 | -0.57 | 2.14 |
| Standard Deviation(%) | NA | 30.15 | 31.11 | 30.00 | NA | NA | NA | … | … | 30.41 | 31.57 | 31.85 | 33.00 | 23.14 | 30.56 | 51.47 | 23.65 | 27.00 | 40.99 |
| Draw Down(%) | NA | 16.12 | 39.22 | 54.11 | NA | NA | NA | … | … | 16.12 | 31.81 | 39.09 | 48.09 | 25.34 | 11.93 | 43.32 | 10.92 | 21.18 | 9.15 |
| Yield(%) | 0.00 | 4.05 | 5.22 | 2.99 | 3.03 | 2.02 | 1.52 | … | … | 1.64 | 3.58 | 3.61 | 5.34 | 2.18 | 7.79 | 1.25 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 11/07/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRBK (Meridian Corporation) |
-7.07%
Apr 2021 – Apr 2024 |
4.79%
Apr 2018 – Apr 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRBK (Meridian Corporation) |
32.17%
Dec 2018 – Dec 2021 |
22.38%
Aug 2020 – Aug 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart