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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
MBPIX (GLOBAL INSIGHT PORTFOLIO CLASS I) NA 0.38% 18.30% 8.89% NA NA NA 16.64%
Data as of 12/31/2018, AR inception is 01/03/2012
More Performance Analytics Comparison
Name Start Date End Date
MBPIX (GLOBAL INSIGHT PORTFOLIO CLASS I) 01/03/2012 12/31/2018
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception 2018 2017 2016 2015 2014 2013 2012
Annualized Return (%) 0.00 0.38 18.30 8.89 NA NA NA 16.64 0.11 27.39 29.83 -5.01 -2.65 30.89 25.69
Sharpe Ratio NA -0.08 1.26 0.63 NA NA NA 1.05 -0.08 3.44 1.65 -0.34 -0.28 2.72 1.86
Standard Deviation(%) NA 14.34 13.98 13.41 NA NA NA 13.21 14.34 7.82 17.87 14.94 9.42 11.33 13.94
Draw Down(%) NA 12.76 12.76 21.83 NA NA NA 21.83 12.76 2.87 11.22 16.77 12.78 8.55 12.64
Yield(%) 0.00 16.43 13.97 9.92 9.50 6.33 4.75 15.83 16.43 12.53 1.82 8.06 11.38 17.99 8.94
Data as of 12/31/2018, AR inception is 01/03/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MBPIX (GLOBAL INSIGHT PORTFOLIO CLASS I) 2.45%
Jan 2013 - Jan 2016
8.86%
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
MBPIX (GLOBAL INSIGHT PORTFOLIO CLASS I) 23.41%
Sep 2015 - Sep 2018
18.36%
May 2012 - May 2017
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart