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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
MGDLX (GLOBAL DISCOVERY PORTFOLIO CLASS L) NA -0.02% 18.80% 9.12% NA NA NA 12.64%
Data as of 12/31/2018, AR inception is 12/30/2010
More Performance Analytics Comparison
Name Start Date End Date
MGDLX (GLOBAL DISCOVERY PORTFOLIO CLASS L) 12/30/2010 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 2011 2010
Annualized Return (%) 0.00 -0.02 18.80 9.12 NA NA NA 12.64 -0.34 24.26 35.38 -5.06 -2.80 39.67 30.62 -8.48 0.30
Sharpe Ratio NA -0.11 1.24 0.61 NA NA NA 0.76 -0.11 2.88 1.88 -0.33 -0.24 2.96 2.00 -0.32 NA
Standard Deviation(%) NA 14.93 14.60 14.28 NA NA NA 16.35 14.93 8.23 18.65 15.59 11.67 13.40 15.44 26.48 0.00
Draw Down(%) NA 13.54 13.54 23.20 NA NA NA 30.69 13.54 4.02 12.61 14.86 12.08 10.19 13.50 30.69 0.00
Yield(%) 0.00 12.81 10.34 8.53 8.43 5.62 4.21 10.53 12.81 6.45 2.44 0.61 19.70 15.62 7.98 0.43 0.00
Data as of 12/31/2018, AR inception is 12/30/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MGDLX (GLOBAL DISCOVERY PORTFOLIO CLASS L) 5.07%
May 2013 - May 2016
7.78%
Feb 2011 - Feb 2016
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MGDLX (GLOBAL DISCOVERY PORTFOLIO CLASS L) 24.95%
Sep 2011 - Sep 2014
20.34%
Jul 2012 - Jul 2017
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart