Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MARIX (BNY MELLON INTERNATIONAL APPRECIATION FUND INVESTOR SHARES) | NA | -4.05% | 6.40% | 1.36% | 5.40% | 4.38% | 1.77% | … | … |
Data as of 05/24/2019, Common starting date is 12/18/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MARIX (BNY MELLON INTERNATIONAL APPRECIATION FUND INVESTOR SHARES) | 12/18/1998 | 05/24/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -4.05 | 6.40 | 1.36 | 5.40 | 4.38 | 1.77 | … | … | 12.08 | -14.87 | 23.51 | 0.69 | -1.15 | -6.16 | 20.25 | 18.29 | -13.61 | 6.49 | 24.06 | -41.36 | 9.49 | 24.38 | 12.81 | 15.59 | 34.85 | -21.36 | -25.12 | -29.56 | 37.02 | 3.94 |
| Sharpe Ratio | NA | -0.46 | 0.45 | 0.07 | 0.31 | NA | NA | … | … | 3.39 | -1.21 | 3.06 | 0.03 | -0.08 | -0.54 | 1.57 | 1.11 | -0.50 | 0.29 | 0.82 | -1.11 | 0.45 | 1.65 | 1.14 | 1.13 | 2.49 | -1.26 | -1.65 | -1.82 | 2.13 | 22.55 |
| Standard Deviation(%) | NA | 12.15 | 12.22 | 13.42 | 16.99 | NA | NA | … | … | 9.34 | 13.38 | 7.51 | 17.65 | 15.68 | 11.34 | 12.85 | 16.65 | 27.54 | 21.70 | 29.10 | 38.05 | 14.43 | 12.87 | 9.30 | 12.91 | 13.72 | 17.86 | 16.88 | 18.42 | 15.90 | 10.41 |
| Draw Down(%) | NA | 17.46 | 22.75 | 23.77 | 26.98 | NA | NA | … | … | 2.49 | 22.75 | 2.42 | 13.03 | 17.06 | 13.45 | 10.33 | 16.55 | 26.98 | 20.12 | 30.06 | 53.39 | 11.69 | 15.20 | 7.33 | 10.56 | 15.16 | 27.55 | 31.74 | 32.94 | 10.76 | 0.31 |
| Yield(%) | 0.00 | 1.91 | 2.19 | 1.99 | 2.65 | 2.66 | 1.51 | … | … | 0.00 | 1.89 | 2.11 | 2.14 | 2.05 | 2.71 | 2.13 | 3.40 | 3.06 | 2.07 | 0.00 | 2.32 | 2.24 | 1.87 | 1.38 | 1.02 | 0.80 | 0.00 | 0.00 | 0.07 | 0.02 | 0.14 |
Data as of 05/24/2019, Common starting date is 12/18/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MARIX (BNY MELLON INTERNATIONAL APPRECIATION FUND INVESTOR SHARES) |
-26.30%
Mar 2000 – Mar 2003 |
-8.37%
May 2007 – May 2012 |
-4.35%
Feb 1999 – Feb 2009 |
-0.79%
Dec 1999 – Dec 2014 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MARIX (BNY MELLON INTERNATIONAL APPRECIATION FUND INVESTOR SHARES) |
27.94%
Mar 2003 – Mar 2006 |
20.71%
Oct 2002 – Oct 2007 |
8.38%
Feb 2009 – Feb 2019 |
7.31%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart