Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MCS (The Marcus Corporation) | -17.39% | 49.11% | 3.56% | 5.74% | 0.22% | 5.06% | 3.03% | 6.77% |
Data as of 07/25/2025, AR inception is 03/29/1990
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MCS (The Marcus Corporation) | 03/29/1990 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.18 | 49.11 | 3.56 | 5.74 | 0.22 | 5.06 | 3.03 | 6.77 | -17.39 | 50.38 | 2.94 | -18.93 | 32.49 | -57.29 | -18.13 | 46.99 | -12.53 | 69.50 | 4.64 | 40.91 | 9.12 | 12.09 | -1.95 | 7.05 | -18.86 | 7.49 | -38.64 | 57.40 | -5.55 | 55.22 | 17.28 | 1.89 | 3.62 | 5.18 | -15.90 | -10.70 | 31.87 | -21.66 | 48.61 | 3.22 | 34.56 | 76.66 | 48.94 | -26.22 |
| Sharpe Ratio | NA | 1.50 | 0.11 | 0.04 | -0.03 | NA | NA | 0.11 | -0.83 | 1.47 | -0.03 | -0.64 | 0.84 | -0.53 | -0.74 | 1.72 | -0.53 | 2.71 | 0.18 | 1.42 | 0.35 | 0.35 | -0.04 | 0.17 | -0.26 | 0.08 | -1.09 | 1.48 | -0.26 | 1.56 | 0.51 | 0.02 | 0.03 | 0.02 | -0.41 | -0.33 | 1.01 | -1.00 | 2.19 | 0.01 | 0.96 | 1.64 | 0.83 | -0.87 |
| Standard Deviation(%) | NA | 35.20 | 29.63 | 42.83 | 44.55 | NA | NA | 43.11 | 37.83 | 31.88 | 21.85 | 31.73 | 38.86 | 109.26 | 26.52 | 26.60 | 24.94 | 25.60 | 26.34 | 28.73 | 25.91 | 34.92 | 51.05 | 40.80 | 74.24 | 78.67 | 38.51 | 36.59 | 30.58 | 34.74 | 32.74 | 48.32 | 41.80 | 53.08 | 47.58 | 42.57 | 27.66 | 25.05 | 20.34 | 22.62 | 33.47 | 44.81 | 53.77 | 44.34 |
| Draw Down(%) | NA | 34.17 | 43.20 | 57.01 | 83.85 | NA | NA | 83.85 | 31.50 | 32.16 | 21.49 | 27.53 | 39.22 | 78.82 | 29.38 | 15.41 | 29.84 | 7.02 | 16.17 | 25.23 | 14.25 | 26.26 | 39.67 | 36.52 | 58.46 | 50.43 | 39.77 | 12.53 | 27.92 | 17.85 | 17.19 | 31.93 | 30.39 | 38.81 | 33.00 | 32.70 | 13.87 | 25.18 | 7.14 | 16.82 | 23.13 | 9.57 | 15.49 | 42.86 |
| Yield(%) | 0.00 | 2.33 | 1.52 | 1.08 | 1.70 | 3.45 | 3.40 | 3.20 | 0.66 | 1.93 | 1.67 | 0.55 | 0.00 | 0.53 | 1.62 | 2.15 | 1.58 | 2.51 | 2.23 | 2.74 | 1.31 | 11.63 | 2.49 | 3.22 | 2.07 | 2.27 | 1.32 | 30.97 | 0.90 | 1.37 | 1.51 | 1.54 | 1.83 | 1.60 | 1.38 | 1.17 | 1.43 | 0.79 | 1.45 | 1.25 | 0.35 | 0.57 | 0.00 | 0.47 |
Data as of 07/25/2025, AR inception is 03/29/1990
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCS (The Marcus Corporation) |
-34.36%
Oct 2017 - Oct 2020 |
-20.48%
May 2019 - May 2024 |
-3.32%
Jun 2014 - Jun 2024 |
-2.28%
Oct 2005 - Oct 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCS (The Marcus Corporation) |
54.75%
Nov 1990 - Nov 1993 |
40.27%
Dec 1990 - Dec 1995 |
21.47%
Feb 2009 - Feb 2019 |
16.40%
Nov 1990 - Nov 2005 |
Annualized Rolling Returns Comparison Chart