Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MAPPX (ADVANTAGE PORTFOLIO CLASS A) | -4.18% | -1.24% | 19.66% | -8.84% | 6.04% | 8.40% | NA | … | … |
Data as of 06/03/2026, Common starting date is 05/25/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MAPPX (ADVANTAGE PORTFOLIO CLASS A) | 05/25/2010 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.58 | -1.24 | 19.66 | -8.84 | 6.04 | 8.40 | NA | … | … | -4.18 | 18.53 | 35.79 | 45.85 | -64.51 | -23.23 | 65.30 | 26.20 | 3.33 | 31.66 | 2.47 | 12.35 | 7.05 | 36.65 | 16.12 | 5.07 | 22.51 |
| Sharpe Ratio | NA | -0.05 | 0.73 | -0.31 | 0.14 | NA | NA | … | … | -0.39 | 0.54 | 1.39 | 1.48 | -1.09 | -0.65 | 1.80 | 1.63 | 0.09 | 3.58 | 0.16 | 0.79 | 0.55 | 3.16 | 1.31 | 0.24 | 2.46 |
| Standard Deviation(%) | NA | 24.37 | 26.56 | 37.93 | 31.03 | NA | NA | … | … | 28.91 | 28.90 | 23.12 | 28.84 | 60.72 | 35.50 | 35.95 | 15.21 | 20.82 | 8.71 | 14.04 | 15.68 | 12.84 | 11.59 | 12.41 | 21.29 | 16.07 |
| Draw Down(%) | NA | 24.50 | 27.18 | 77.04 | 77.04 | NA | NA | … | … | 17.65 | 27.18 | 14.72 | 24.82 | 65.72 | 35.71 | 28.48 | 9.37 | 19.85 | 4.32 | 13.65 | 11.89 | 7.85 | 5.03 | 9.96 | 13.50 | 6.56 |
| Yield(%) | 0.00 | 0.00 | 0.65 | 0.14 | 2.40 | 4.47 | 4.39 | … | … | 0.00 | 0.00 | 1.80 | 0.00 | 0.00 | 0.00 | 0.00 | 2.39 | 6.26 | 9.15 | 2.25 | 9.17 | 4.69 | 4.23 | 7.06 | 0.36 | 0.35 |
Data as of 06/03/2026, Common starting date is 05/25/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MAPPX (ADVANTAGE PORTFOLIO CLASS A) |
-30.10%
Oct 2020 – Oct 2023 |
-11.15%
Feb 2021 – Feb 2026 |
1.30%
Oct 2013 – Oct 2023 |
7.85%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MAPPX (ADVANTAGE PORTFOLIO CLASS A) |
32.90%
Dec 2022 – Dec 2025 |
26.88%
Feb 2016 – Feb 2021 |
20.63%
Aug 2010 – Aug 2020 |
10.84%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart