Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MRDN | NA | -43.03% | -22.13% | -36.35% | -33.89% | -52.78% | NA | … | … |
Data as of 06/09/2026, Common starting date is 10/30/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MRDN | 10/30/2009 | 06/09/2026 |
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -43.03 | -22.13 | -36.35 | -33.89 | -52.78 | NA | … | … |
| 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 06/09/2026, Common starting date is 10/30/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRDN (MRDN) |
-98.78%
Feb 2014 – Feb 2017 |
-92.90%
Feb 2012 – Feb 2017 |
-69.40%
Feb 2010 – Feb 2020 |
-54.69%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRDN (MRDN) |
347.59%
Apr 2018 – Apr 2021 |
114.87%
Mar 2017 – Mar 2022 |
-46.64%
May 2016 – May 2026 |
-50.31%
Nov 2009 – Nov 2024 |
Annualized Rolling Returns Comparison Chart