Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MGQIX (GLOBAL QUALITY PORTFOLIO CLASS I) | -3.02% | -5.12% | 9.76% | 5.14% | 10.36% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/05/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MGQIX (GLOBAL QUALITY PORTFOLIO CLASS I) | 09/05/2013 | 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 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.23 | -5.12 | 9.76 | 5.14 | 10.36 | NA | NA | … | … | -3.02 | 6.51 | 16.34 | 21.69 | -20.69 | 18.61 | 22.24 | 30.03 | 0.59 | 22.86 | 4.20 | 5.27 | 2.66 | 13.14 |
| Sharpe Ratio | NA | -0.47 | 0.51 | 0.17 | 0.54 | NA | NA | … | … | -0.50 | 0.23 | 1.10 | 1.44 | -0.97 | 1.62 | 0.73 | 2.43 | -0.05 | 3.35 | 0.29 | 0.36 | 0.25 | 4.72 |
| Standard Deviation(%) | NA | 13.73 | 13.85 | 15.83 | 16.45 | NA | NA | … | … | 17.17 | 15.88 | 11.52 | 12.60 | 22.96 | 11.49 | 29.89 | 11.74 | 14.50 | 6.65 | 13.59 | 14.50 | 10.55 | 9.91 |
| Draw Down(%) | NA | 17.37 | 17.37 | 28.69 | 29.68 | NA | NA | … | … | 15.95 | 14.92 | 6.76 | 10.66 | 28.39 | 5.89 | 29.68 | 6.04 | 13.61 | 3.38 | 6.84 | 10.14 | 9.02 | 4.62 |
| Yield(%) | 0.00 | 23.83 | 18.67 | 11.13 | 12.00 | 10.14 | 7.61 | … | … | 0.00 | 26.03 | 27.75 | 0.56 | 0.56 | 2.08 | 8.56 | 3.45 | 7.78 | 7.51 | 9.66 | 4.66 | 2.12 | 0.00 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| MGQIX (GLOBAL QUALITY PORTFOLIO CLASS I) |
2.58%
Apr 2021 – Apr 2024 |
4.37%
Mar 2021 – Mar 2026 |
8.69%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGQIX (GLOBAL QUALITY PORTFOLIO CLASS I) |
23.53%
Dec 2018 – Dec 2021 |
18.43%
Dec 2016 – Dec 2021 |
12.22%
Sep 2015 – Sep 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart