Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MGLD (The Marygold Companies, Inc.) | -52.84% | -27.19% | -14.97% | NA | NA | NA | NA | -35.55% |
Data as of 07/25/2025, AR inception is 03/07/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MGLD (The Marygold Companies, Inc.) | 03/07/2022 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.60 | -27.19 | -14.97 | NA | NA | NA | NA | -35.55 | -52.84 | 70.75 | -29.33 | -51.61 |
| Sharpe Ratio | NA | -0.26 | -0.17 | NA | NA | NA | NA | -0.32 | -0.77 | 0.50 | -0.38 | -0.50 |
| Standard Deviation(%) | NA | 117.53 | 105.96 | NA | NA | NA | NA | 112.21 | 100.57 | 131.00 | 88.68 | 120.66 |
| Draw Down(%) | NA | 62.93 | 62.93 | NA | NA | NA | NA | 81.51 | 61.03 | 36.00 | 47.37 | 74.72 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/25/2025, AR inception is 03/07/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGLD (The Marygold Companies, Inc.) |
-17.71%
Jun 2022 - Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGLD (The Marygold Companies, Inc.) |
-13.07%
Apr 2022 - Apr 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart