Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
MDALF (MDA Ltd) 106.86% 114.03% 86.45% 26.34% NA NA NA
Data as of 05/20/2026, Common starting date is 05/18/2021
More Performance Analytics Comparison
Name Start Date End Date
MDALF (MDA Ltd) 05/18/2021 05/20/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021
Annualized Return (%) 4.78 114.03 86.45 26.34 NA NA NA 106.86 2.39 132.20 91.65 -44.85 -33.92
Sharpe Ratio NA 1.69 1.56 0.44 NA NA NA 8.40 -0.01 3.34 2.13 -0.83 -0.75
Standard Deviation(%) NA 65.72 53.15 54.49 NA NA NA 66.50 65.88 38.07 41.47 55.96 64.21
Draw Down(%) NA 55.33 55.33 70.00 NA NA NA 29.86 55.33 22.69 22.41 55.30 44.47
Yield(%) 0.00 0.00 0.04 0.01 0.01 0.00 0.00 0.00 0.00 0.09 0.00 0.00 0.00
Data as of 05/20/2026, Common starting date is 05/18/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MDALF (MDA Ltd) -10.25%
Jul 2021 – Jul 2024
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MDALF (MDA Ltd) 84.09%
Apr 2023 – Apr 2026
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return