Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MTHRY (M3 Inc) | -27.18% | -35.33% | -24.66% | -31.46% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/30/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MTHRY (M3 Inc) | 06/30/2020 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 9.23 | -35.33 | -24.66 | -31.46 | NA | NA | NA | … | … | -27.18 | 55.84 | -46.76 | -38.35 | -47.00 | -47.28 | 128.09 |
| Sharpe Ratio | NA | -0.82 | -0.63 | -0.77 | NA | NA | NA | … | … | -1.30 | 1.08 | -1.13 | -1.24 | -0.99 | -1.17 | 8.27 |
| Standard Deviation(%) | NA | 46.42 | 44.21 | 43.52 | NA | NA | NA | … | … | 42.14 | 49.34 | 44.47 | 34.07 | 49.23 | 40.47 | 49.22 |
| Draw Down(%) | NA | 53.45 | 66.72 | 90.15 | NA | NA | NA | … | … | 41.03 | 27.29 | 54.01 | 48.60 | 48.78 | 53.61 | 13.40 |
| Yield(%) | 0.00 | 0.00 | 0.40 | 0.16 | 0.15 | 0.10 | 0.08 | … | … | 0.00 | 1.69 | 0.82 | 0.51 | 0.24 | 0.11 | 0.00 |
Data as of 06/05/2026, Common starting date is 06/30/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTHRY (M3 Inc) |
-48.93%
Jun 2021 – Jun 2024 |
-32.81%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTHRY (M3 Inc) |
-15.82%
Sep 2022 – Sep 2025 |
-23.22%
Sep 2020 – Sep 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart