Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MBPLX (GLOBAL INSIGHT PORTFOLIO CLASS L) | NA | -0.40% | 17.33% | 7.99% | 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 |
|---|---|---|
| MBPLX (GLOBAL INSIGHT PORTFOLIO CLASS L) | 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 | -0.40 | 17.33 | 7.99 | NA | NA | NA | … | … | -0.67 | 26.36 | 28.70 | -5.86 | -3.44 | 29.83 | 24.77 |
| Sharpe Ratio | NA | -0.14 | 1.19 | 0.56 | NA | NA | NA | … | … | -0.14 | 3.31 | 1.59 | -0.39 | -0.36 | 2.63 | 1.79 |
| Standard Deviation(%) | NA | 14.38 | 13.97 | 13.41 | NA | NA | NA | … | … | 14.38 | 7.80 | 17.83 | 14.93 | 9.50 | 11.32 | 13.98 |
| Draw Down(%) | NA | 12.84 | 12.84 | 22.82 | NA | NA | NA | … | … | 12.84 | 2.92 | 11.29 | 17.16 | 13.00 | 8.58 | 12.91 |
| Yield(%) | 0.00 | 16.43 | 13.43 | 9.42 | 8.97 | 5.98 | 4.49 | … | … | 16.43 | 11.72 | 1.52 | 7.30 | 10.88 | 17.14 | 8.12 |
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 |
|---|---|---|---|---|
| MBPLX (GLOBAL INSIGHT PORTFOLIO CLASS L) |
1.57%
Jan 2013 – Jan 2016 |
7.93%
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 |
|---|---|---|---|---|
| MBPLX (GLOBAL INSIGHT PORTFOLIO CLASS L) |
22.35%
Sep 2015 – Sep 2018 |
17.39%
May 2012 – May 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart