Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
MAAL (The Marketing Alliance Inc) 15.11% 24.03% -3.00% -5.22% 0.23% 1.75% NA
Data as of 06/04/2026, Common starting date is 07/22/2008
More Performance Analytics Comparison
Name Start Date End Date
MAAL (The Marketing Alliance Inc) 07/22/2008 06/04/2026
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 2016 2015 2014 2013 2012 2011 2010 2009 2008
Annualized Return (%) 0.00 24.03 -3.00 -5.22 0.23 1.75 NA 15.11 2.21 -33.91 -8.88 -26.49 54.40 -4.77 3.78 11.11 26.77 -3.91 114.71 -76.57 31.38 34.75 70.09 53.58 33.71 2.76
Sharpe Ratio NA 0.37 -0.09 -0.11 -0.01 NA NA 0.55 -0.01 -0.51 -0.14 -0.37 0.51 -0.05 0.07 0.31 0.61 -0.07 1.27 -0.83 1.03 0.61 1.03 0.56 0.52 0.16
Standard Deviation(%) NA 57.91 70.90 81.89 71.44 NA NA 70.15 44.46 79.98 92.01 75.28 106.29 98.51 33.81 31.99 43.29 61.76 90.49 91.83 30.50 57.67 67.92 96.10 64.30 34.77
Draw Down(%) NA 25.17 55.64 71.76 71.76 NA NA 17.73 25.17 38.97 44.02 44.13 40.09 45.51 11.59 16.30 20.00 39.14 35.56 76.94 14.75 29.42 24.29 46.35 38.65 10.11
Yield(%) 0.00 0.00 4.21 4.95 5.52 4.76 9.47 0.00 0.00 4.90 8.00 6.61 8.40 6.32 8.61 0.00 9.31 8.41 11.75 2.61 3.36 3.85 4.47 4.82 6.65 4.34
Data as of 06/04/2026, Common starting date is 07/22/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MAAL (The Marketing Alliance Inc) -29.41%
Oct 2021 – Oct 2024
-10.19%
Apr 2021 – Apr 2026
-5.75%
Sep 2013 – Sep 2023
-0.18%
Apr 2011 – Apr 2026
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MAAL (The Marketing Alliance Inc) 64.50%
Sep 2009 – Sep 2012
59.24%
Mar 2009 – Mar 2014
21.65%
Mar 2009 – Mar 2019
13.13%
Mar 2009 – Mar 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return