Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MGISX (GLOBAL FRANCHISE PORTFOLIO CLASS IS) | -9.27% | -15.09% | 2.40% | 1.75% | 8.55% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MGISX (GLOBAL FRANCHISE PORTFOLIO CLASS IS) | 06/01/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.03 | -15.09 | 2.40 | 1.75 | 8.55 | NA | NA | … | … | -9.27 | 0.31 | 9.03 | 16.51 | -17.19 | 22.01 | 21.92 | 29.78 | -1.52 | 26.00 | 5.70 | 0.73 |
| Sharpe Ratio | NA | -1.45 | -0.04 | -0.05 | 0.45 | NA | NA | … | … | -1.60 | -0.19 | 0.55 | 1.13 | -0.86 | 2.04 | 0.71 | 2.50 | -0.21 | 3.53 | 0.39 | 0.08 |
| Standard Deviation(%) | NA | 11.53 | 12.04 | 14.40 | 15.81 | NA | NA | … | … | 14.08 | 13.92 | 9.84 | 11.44 | 21.83 | 10.77 | 30.39 | 11.31 | 14.02 | 7.22 | 14.03 | 15.89 |
| Draw Down(%) | NA | 20.57 | 20.57 | 25.84 | 30.05 | NA | NA | … | … | 16.11 | 11.36 | 6.76 | 10.47 | 25.61 | 5.48 | 30.05 | 5.77 | 13.07 | 3.19 | 8.03 | 10.97 |
| Yield(%) | 0.00 | 11.17 | 8.98 | 6.18 | 8.50 | 6.13 | 4.60 | … | … | 0.00 | 12.05 | 11.77 | 2.34 | 1.47 | 3.36 | 11.59 | 5.81 | 5.51 | 5.73 | 4.62 | 5.97 |
Data as of 06/04/2026, Common starting date is 06/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGISX (GLOBAL FRANCHISE PORTFOLIO CLASS IS) |
1.70%
Dec 2021 – Dec 2024 |
1.82%
May 2021 – May 2026 |
8.52%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGISX (GLOBAL FRANCHISE PORTFOLIO CLASS IS) |
24.52%
Dec 2018 – Dec 2021 |
19.09%
Dec 2016 – Dec 2021 |
11.60%
Aug 2015 – Aug 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart