Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MGQAX (GLOBAL QUALITY PORTFOLIO CLASS A) | -3.67% | -5.54% | 9.22% | 4.87% | 9.90% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 09/05/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MGQAX (GLOBAL QUALITY PORTFOLIO CLASS A) | 09/05/2013 | 06/03/2026 |
| 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 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.39 | -5.54 | 9.22 | 4.87 | 9.90 | NA | NA | … | … | -3.67 | 6.20 | 15.97 | 21.20 | -20.91 | 18.19 | 21.08 | 29.53 | 0.26 | 22.45 | 3.82 | 4.92 | 2.34 | 13.04 |
| Sharpe Ratio | NA | -0.49 | 0.26 | 0.10 | 0.41 | NA | NA | … | … | -0.53 | 0.21 | 0.32 | 1.41 | -0.98 | 1.57 | 0.70 | 2.38 | -0.08 | 3.30 | 0.26 | 0.34 | 0.22 | 4.69 |
| Standard Deviation(%) | NA | 13.79 | 25.70 | 23.06 | 20.25 | NA | NA | … | … | 17.32 | 15.87 | 39.18 | 12.58 | 22.93 | 11.55 | 29.77 | 11.77 | 14.45 | 6.63 | 13.68 | 14.43 | 10.57 | 9.90 |
| Draw Down(%) | NA | 17.47 | 31.86 | 31.86 | 31.86 | NA | NA | … | … | 16.00 | 14.96 | 25.16 | 10.78 | 28.58 | 5.87 | 29.66 | 6.07 | 13.75 | 3.40 | 6.95 | 10.10 | 9.13 | 4.72 |
| Yield(%) | 0.00 | 24.09 | 18.53 | 11.02 | 11.62 | 9.73 | 7.29 | … | … | 0.00 | 26.19 | 27.54 | 0.13 | 0.28 | 1.80 | 7.61 | 3.08 | 7.38 | 7.17 | 9.30 | 4.30 | 1.89 | 0.00 |
Data as of 06/03/2026, Common starting date is 09/05/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGQAX (GLOBAL QUALITY PORTFOLIO CLASS A) |
2.22%
Apr 2021 – Apr 2024 |
4.01%
Mar 2021 – Mar 2026 |
8.25%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGQAX (GLOBAL QUALITY PORTFOLIO CLASS A) |
22.84%
Dec 2018 – Dec 2021 |
17.88%
Dec 2016 – Dec 2021 |
11.77%
Sep 2015 – Sep 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart