Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MALJF (Magellan Aerospace Corporation) | 71.22% | 85.59% | 59.63% | 22.58% | 6.39% | 13.26% | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/28/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MALJF (Magellan Aerospace Corporation) | 05/28/2008 | 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 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.47 | 85.59 | 59.63 | 22.58 | 6.39 | 13.26 | NA | … | … | 71.22 | 92.33 | 23.80 | -17.92 | -5.18 | 15.97 | -33.71 | 6.36 | -35.55 | 28.59 | 9.38 | 14.93 | 41.60 | 151.67 | 15.19 | -31.47 | 115.30 | 195.16 | -46.09 |
| Sharpe Ratio | NA | 1.96 | 1.56 | 0.59 | 0.16 | NA | NA | … | … | 5.46 | 2.21 | 0.71 | -0.68 | -0.19 | 0.51 | -0.45 | 0.17 | -1.53 | 1.60 | 0.26 | 0.46 | 0.93 | 4.07 | 0.34 | -0.56 | 1.80 | 1.41 | -0.25 |
| Standard Deviation(%) | NA | 43.57 | 37.29 | 35.83 | 38.38 | NA | NA | … | … | 52.68 | 40.68 | 28.36 | 31.91 | 35.03 | 30.98 | 75.32 | 28.05 | 24.18 | 17.58 | 34.75 | 32.06 | 44.90 | 37.27 | 44.33 | 56.21 | 64.15 | 138.00 | 265.39 |
| Draw Down(%) | NA | 24.67 | 24.67 | 41.24 | 78.85 | NA | NA | … | … | 24.67 | 23.88 | 18.03 | 27.41 | 35.67 | 20.57 | 69.04 | 23.34 | 39.24 | 9.02 | 17.38 | 17.57 | 20.09 | 15.88 | 33.80 | 55.71 | 25.91 | 46.27 | 90.82 |
| Yield(%) | 0.00 | 0.59 | 1.17 | 1.49 | 1.31 | 3.53 | 10.67 | … | … | 0.00 | 1.28 | 0.96 | 1.12 | 2.63 | 4.71 | 2.82 | 2.70 | 1.79 | 1.67 | 1.47 | 1.48 | 2.19 | 1.93 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 05/28/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MALJF (Magellan Aerospace Corporation) |
-31.70%
Mar 2017 – Mar 2020 |
-17.33%
Nov 2017 – Nov 2022 |
-3.68%
Jun 2014 – Jun 2024 |
3.06%
Jun 2008 – Jun 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MALJF (Magellan Aerospace Corporation) |
109.71%
Mar 2009 – Mar 2012 |
86.38%
Mar 2009 – Mar 2014 |
44.91%
Mar 2009 – Mar 2019 |
22.56%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart