Select Page
Performance Comparison
Comparison Box

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