Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MGGIX (GLOBAL OPPORTUNITY PORTFOLIO CLASS I) | 15.07% | 29.74% | 28.85% | 10.70% | 14.58% | 15.54% | NA | 15.77% |
Data as of 07/16/2025, AR inception is 12/09/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MGGIX (GLOBAL OPPORTUNITY PORTFOLIO CLASS I) | 12/09/2009 | 07/16/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.86 | 29.74 | 28.85 | 10.70 | 14.58 | 15.54 | NA | 15.77 | 15.07 | 17.07 | 46.56 | -52.35 | -4.60 | 53.67 | 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 | 1.22 | 1.12 | 0.31 | 0.59 | NA | NA | 0.68 | 1.06 | 0.57 | 2.21 | -1.18 | -0.23 | 1.69 | 2.42 | -0.36 | 5.58 | 0.05 | 1.11 | 0.57 | 3.26 | 0.67 | -0.45 | 1.46 | 4.69 |
| Standard Deviation(%) | NA | 22.37 | 23.31 | 25.59 | 22.66 | NA | NA | 21.01 | 26.58 | 18.45 | 19.31 | 45.59 | 19.81 | 31.49 | 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 | 21.29 | 25.16 | 51.60 | 51.60 | NA | NA | 51.60 | 21.29 | 13.01 | 14.96 | 53.47 | 17.61 | 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 | 9.59 | 11.11 | 6.37 | 7.74 | 11.37 | 8.77 | 11.69 | 0.00 | 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 07/16/2025, AR inception 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 |
3.08%
Dec 2017 - Dec 2022 |
11.87%
Oct 2013 - Oct 2023 |
13.93%
Mar 2010 - Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGGIX (GLOBAL OPPORTUNITY PORTFOLIO CLASS I) |
31.24%
Jun 2022 - Jun 2025 |
27.63%
Feb 2016 - Feb 2021 |
19.64%
Sep 2011 - Sep 2021 |
15.94%
Jun 2010 - Jun 2025 |
Annualized Rolling Returns Comparison Chart