Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MGGIX (GLOBAL OPPORTUNITY PORTFOLIO CLASS I) | 3.97% | 3.44% | 19.92% | 5.03% | 14.49% | 13.13% | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/09/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MGGIX (GLOBAL OPPORTUNITY PORTFOLIO CLASS I) | 12/09/2009 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.63 | 3.44 | 19.92 | 5.03 | 14.49 | 13.13 | NA | … | … | 3.97 | 12.38 | 27.50 | 49.70 | -41.56 | 0.22 | 55.49 | 35.44 | -5.66 | 49.44 | 1.05 | 18.50 | 9.04 | 40.12 | 9.67 | -11.40 | 29.10 | 2.56 |
| Sharpe Ratio | NA | 0.13 | 0.88 | 0.09 | 0.57 | NA | NA | … | … | 0.29 | 0.44 | 1.43 | 2.42 | -1.06 | 0.01 | 1.75 | 2.41 | -0.37 | 5.58 | 0.05 | 1.11 | 0.57 | 3.26 | 0.67 | -0.45 | 1.46 | 4.69 |
| Standard Deviation(%) | NA | 18.57 | 19.60 | 25.21 | 22.64 | NA | NA | … | … | 23.25 | 21.73 | 16.66 | 19.18 | 40.72 | 19.20 | 31.50 | 14.07 | 19.34 | 8.78 | 15.89 | 16.62 | 15.81 | 12.29 | 14.43 | 25.42 | 19.87 | 11.26 |
| Draw Down(%) | NA | 20.18 | 21.29 | 51.02 | 51.60 | NA | NA | … | … | 17.26 | 21.29 | 8.83 | 14.96 | 46.74 | 13.44 | 27.18 | 7.66 | 23.78 | 3.59 | 14.30 | 14.13 | 11.20 | 6.92 | 14.81 | 25.02 | 14.97 | 1.57 |
| Yield(%) | 0.00 | 9.25 | 9.53 | 6.25 | 9.75 | 10.10 | 10.85 | … | … | 0.00 | 10.39 | 11.12 | 3.09 | 10.87 | 4.71 | 1.75 | 0.00 | 0.73 | 0.57 | 6.85 | 1.48 | 6.41 | 12.55 | 3.88 | 0.00 | 0.00 | 0.39 |
Data as of 06/04/2026, Common starting date is 12/09/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGGIX (GLOBAL OPPORTUNITY PORTFOLIO CLASS I) |
-5.75%
Oct 2020 – Oct 2023 |
2.35%
Mar 2021 – Mar 2026 |
11.87%
Oct 2013 – Oct 2023 |
12.13%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGGIX (GLOBAL OPPORTUNITY PORTFOLIO CLASS I) |
32.80%
Sep 2022 – Sep 2025 |
27.63%
Feb 2016 – Feb 2021 |
19.64%
Sep 2011 – Sep 2021 |
15.94%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart