Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MBPHX (GLOBAL INSIGHT PORTFOLIO CLASS A) | NA | 0.01% | 17.89% | 8.52% | NA | NA | NA | … | … |
Data as of 12/31/2018, Common starting date is 01/03/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MBPHX (GLOBAL INSIGHT PORTFOLIO CLASS A) | 01/03/2012 | 12/31/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.01 | 17.89 | 8.52 | NA | NA | NA | … | … | -0.26 | 27.00 | 29.33 | -5.31 | -2.97 | 30.52 | 25.43 |
| Sharpe Ratio | NA | -0.11 | 1.23 | 0.60 | NA | NA | NA | … | … | -0.11 | 3.39 | 1.62 | -0.36 | -0.31 | 2.70 | 1.83 |
| Standard Deviation(%) | NA | 14.38 | 14.00 | 13.43 | NA | NA | NA | … | … | 14.38 | 7.81 | 17.89 | 14.96 | 9.49 | 11.30 | 14.04 |
| Draw Down(%) | NA | 12.78 | 12.78 | 22.14 | NA | NA | NA | … | … | 12.78 | 2.87 | 11.29 | 16.91 | 12.84 | 8.55 | 12.74 |
| Yield(%) | 0.00 | 16.19 | 13.60 | 9.64 | 9.23 | 6.15 | 4.61 | … | … | 16.19 | 12.24 | 1.51 | 7.74 | 11.04 | 17.39 | 8.68 |
Data as of 12/31/2018, Common starting date is 01/03/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBPHX (GLOBAL INSIGHT PORTFOLIO CLASS A) |
2.14%
Jan 2013 – Jan 2016 |
8.48%
Nov 2013 – Nov 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBPHX (GLOBAL INSIGHT PORTFOLIO CLASS A) |
23.00%
Sep 2015 – Sep 2018 |
18.02%
May 2012 – May 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart