Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MGLLF (Magellan Financial Group Limited) | NA | 16.78% | 1.22% | NA | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 03/10/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MGLLF (Magellan Financial Group Limited) | 03/10/2021 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 16.78 | 1.22 | NA | NA | NA | NA | … | … | 16.78 | 11.99 | 28.11 | -75.39 | -23.61 |
| Sharpe Ratio | NA | 1.70 | -0.11 | NA | NA | NA | NA | … | … | 2.19 | 1.28 | 1.69 | -1.03 | -1.21 |
| Standard Deviation(%) | NA | 8.07 | 19.87 | NA | NA | NA | NA | … | … | 9.39 | 6.56 | 14.58 | 74.51 | 23.20 |
| Draw Down(%) | NA | 0.00 | 38.11 | NA | NA | NA | NA | … | … | 0.00 | 0.00 | 2.26 | 75.39 | 25.29 |
| Yield(%) | 0.00 | 15.19 | 8.22 | 2.46 | 1.23 | 0.82 | 0.61 | … | … | 15.19 | 7.20 | 14.40 | 4.61 | 2.19 |
Data as of 09/26/2025, Common starting date is 03/10/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGLLF (Magellan Financial Group Limited) |
-36.21%
Apr 2021 – Apr 2024 |
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 |
|---|---|---|---|---|
| MGLLF (Magellan Financial Group Limited) |
1.22%
Aug 2022 – Aug 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart