Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MGDPX (GLOBAL DISCOVERY PORTFOLIO CLASS A) | NA | 0.36% | 19.34% | 9.66% | NA | NA | NA | 13.20% |
Data as of 12/31/2018, AR inception is 12/30/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MGDPX (GLOBAL DISCOVERY PORTFOLIO CLASS A) | 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 | 0.36 | 19.34 | 9.66 | NA | NA | NA | 13.20 | 0.05 | 24.89 | 36.04 | -4.58 | -2.25 | 40.33 | 31.40 | -8.05 | 0.30 |
| Sharpe Ratio | NA | -0.09 | 1.27 | 0.64 | NA | NA | NA | 0.79 | -0.09 | 2.94 | 1.90 | -0.30 | -0.19 | 2.99 | 2.05 | -0.31 | NA |
| Standard Deviation(%) | NA | 14.94 | 14.64 | 14.30 | NA | NA | NA | 16.35 | 14.94 | 8.30 | 18.74 | 15.53 | 11.74 | 13.46 | 15.45 | 26.39 | 0.00 |
| Draw Down(%) | NA | 13.51 | 13.51 | 23.00 | NA | NA | NA | 30.55 | 13.51 | 3.98 | 12.69 | 14.63 | 12.01 | 10.17 | 13.49 | 30.55 | 0.00 |
| Yield(%) | 0.00 | 12.67 | 10.38 | 8.74 | 8.72 | 5.81 | 4.36 | 10.90 | 12.67 | 6.53 | 2.47 | 1.15 | 20.27 | 15.81 | 8.60 | 0.93 | 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 |
|---|---|---|---|---|
| MGDPX (GLOBAL DISCOVERY PORTFOLIO CLASS A) |
5.62%
May 2013 - May 2016 |
8.31%
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 |
|---|---|---|---|---|
| MGDPX (GLOBAL DISCOVERY PORTFOLIO CLASS A) |
25.60%
Sep 2011 - Sep 2014 |
20.95%
Jul 2012 - Jul 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart