Merton Capital

Merton CapitalMerton CapitalMerton Capital
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Merton Capital

Merton CapitalMerton CapitalMerton Capital
  • Home
  • History
  • Performance
  • Investments
  • Contact

Since 2013 - Inception

20.37%

20.37%

20.37%

Annualized Return Since Inception

(No Sales Load)

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21.53%

20.37%

20.37%

Year to Date Return

(No Sales Load)

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2.41%

20.37%

2.41%

Annualized Distribution Rate


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Since 2017 - 5 Year

16.04%

16.04%

16.04%

5-Year Annualized Return 

(No Sales Load)

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56%

16.04%

16.04%

Leverage Ratio

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0.59%

16.04%

0.59%

Annualized Distribution Rate


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Since 2019 - 3 Year

12.81%

12.81%

12.81%

3-Year Annualized Return 

(No Sales Load)

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48%

12.81%

12.81%

Leverage Ratio

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-0.6%

12.81%

-0.6%

Annualized Distribution Rate


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Since 2021 - 1 Year

22.78%

22.78%

22.78%

1-Year Annualized Return 

(No Sales Load)

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45%

22.78%

22.78%

Leverage Ratio

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4.07%

22.78%

4.07%

Annualized Distribution Rate


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Disclaimer:

We try to ensure that the information provided is correct, but we do not give any express or implied warranty as to its accuracy. We do not accept any liability for errors or omissions. The content of this brochure is for guidance purposes only and does not constitute financial or professional advice.

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