Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MGGLX (GLOBAL OPPORTUNITY PORTFOLIO CLASS L) | 15.41% | 30.71% | 30.39% | 10.28% | 14.22% | 15.55% | NA | 15.92% |
Data as of 07/14/2025, AR inception is 12/09/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MGGLX (GLOBAL OPPORTUNITY PORTFOLIO CLASS L) | 12/09/2009 | 07/14/2025 |
| 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 (%) | -1.24 | 30.71 | 30.39 | 10.28 | 14.22 | 15.55 | NA | 15.92 | 15.41 | 15.72 | 45.77 | -53.24 | -5.21 | 53.10 | 34.96 | -6.04 | 48.92 | 0.57 | 18.03 | 8.46 | 39.79 | 9.60 | -5.19 | 28.49 | 2.54 |
| Sharpe Ratio | NA | 1.20 | 1.10 | 0.29 | 0.57 | NA | NA | 0.68 | 1.04 | 0.48 | 2.16 | -1.18 | -0.26 | 1.67 | 2.38 | -0.38 | 5.48 | 0.02 | 1.08 | 0.53 | 3.23 | 0.67 | -0.21 | 1.43 | 4.65 |
| Standard Deviation(%) | NA | 22.37 | 23.34 | 25.59 | 22.68 | NA | NA | 20.99 | 26.58 | 18.83 | 19.38 | 46.25 | 19.89 | 31.52 | 14.09 | 19.37 | 8.85 | 15.97 | 16.62 | 15.79 | 12.31 | 14.36 | 24.98 | 19.91 | 11.28 |
| Draw Down(%) | NA | 21.33 | 25.19 | 51.85 | 51.85 | NA | NA | 51.85 | 21.33 | 13.71 | 15.07 | 54.33 | 18.07 | 27.20 | 7.73 | 23.92 | 3.60 | 14.37 | 14.11 | 11.30 | 6.94 | 14.65 | 24.24 | 15.07 | 1.58 |
| Yield(%) | 0.00 | 10.51 | 12.32 | 6.66 | 7.97 | 11.77 | 9.25 | 12.33 | 0.00 | 12.09 | 3.34 | 11.53 | 4.96 | 1.84 | 0.00 | 0.76 | 0.60 | 7.06 | 1.52 | 6.54 | 12.73 | 4.23 | 6.63 | 0.00 | 0.25 |
Data as of 07/14/2025, 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 |
|---|---|---|---|---|
| MGGLX (GLOBAL OPPORTUNITY PORTFOLIO CLASS L) |
-6.09%
Oct 2020 - Oct 2023 |
2.70%
Dec 2017 - Dec 2022 |
11.43%
Oct 2013 - Oct 2023 |
14.07%
Mar 2010 - Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGGLX (GLOBAL OPPORTUNITY PORTFOLIO CLASS L) |
30.74%
Jun 2022 - Jun 2025 |
27.15%
Feb 2016 - Feb 2021 |
19.95%
Sep 2011 - Sep 2021 |
16.11%
Jun 2010 - Jun 2025 |
Annualized Rolling Returns Comparison Chart