Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MFGIX (MONTEAGLE QUALITY GROWTH FUND INSTITUTIONAL CLASS) | NA | -90.96% | -52.86% | -34.27% | -13.64% | -9.42% | -9.64% | -7.60% |
Data as of 07/24/2020, AR inception is 03/31/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MFGIX (MONTEAGLE QUALITY GROWTH FUND INSTITUTIONAL CLASS) | 03/31/1998 | 07/24/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -90.96 | -52.86 | -34.27 | -13.64 | -9.42 | -9.64 | -7.60 | -91.59 | 10.22 | -26.83 | 15.22 | -1.11 | -6.55 | 8.74 | 26.25 | 11.25 | -1.12 | 16.64 | 32.01 | -37.38 | 14.09 | 2.41 | 2.73 | 3.92 | 20.13 | -21.63 | -15.12 | -25.92 | 8.79 | 14.90 |
| Sharpe Ratio | NA | -0.45 | -0.55 | -0.57 | -0.49 | NA | NA | -0.47 | -0.35 | -0.70 | -1.64 | -0.43 | -2.60 | -1.61 | -0.83 | 0.67 | -0.53 | -0.83 | -0.11 | 0.56 | -1.47 | -0.51 | -1.73 | -1.75 | -1.31 | 0.05 | -1.72 | -1.86 | -2.63 | 1.44 | 2.75 |
| Standard Deviation(%) | NA | 251.48 | 146.65 | 113.97 | 81.33 | NA | NA | 57.05 | 335.09 | 18.59 | 29.47 | 9.29 | 13.50 | 15.57 | 11.78 | 11.54 | 13.85 | 23.63 | 17.92 | 24.02 | 38.72 | 15.56 | 11.56 | 10.43 | 11.99 | 16.45 | 24.03 | 19.87 | 36.02 | 23.50 | 23.30 |
| Draw Down(%) | NA | 92.43 | 93.91 | 93.91 | 93.91 | NA | NA | 93.91 | 91.99 | 11.63 | 38.39 | 7.56 | 9.08 | 13.61 | 7.61 | 6.01 | 11.01 | 18.12 | 15.23 | 20.72 | 46.37 | 8.21 | 9.65 | 7.27 | 12.06 | 12.19 | 29.71 | 29.06 | 36.34 | 15.60 | 18.72 |
| Yield(%) | 0.00 | 12.78 | 12.64 | 10.32 | 9.82 | 6.43 | 2.80 | 3.40 | 0.05 | 15.10 | 18.41 | 9.34 | 7.55 | 6.63 | 1.03 | 0.38 | 0.28 | 0.02 | 0.04 | 0.35 | 0.00 | 0.00 | 0.00 | 0.04 | 0.19 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/24/2020, AR inception is 03/31/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFGIX (MONTEAGLE QUALITY GROWTH FUND INSTITUTIONAL CLASS) |
-52.48%
Jun 2017 - Jun 2020 |
-34.10%
Jun 2015 - Jun 2020 |
-12.91%
Jun 2010 - Jun 2020 |
-9.25%
Jun 2005 - Jun 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFGIX (MONTEAGLE QUALITY GROWTH FUND INSTITUTIONAL CLASS) |
23.90%
Feb 2009 - Feb 2012 |
19.03%
Feb 2009 - Feb 2014 |
13.51%
Feb 2009 - Feb 2019 |
8.11%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart