Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MGQLX (GLOBAL QUALITY PORTFOLIO CLASS L) | -3.41% | -5.93% | 8.82% | 4.26% | 8.85% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/05/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MGQLX (GLOBAL QUALITY PORTFOLIO CLASS L) | 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 (%) | 0.17 | -5.93 | 8.82 | 4.26 | 8.85 | NA | NA | … | … | -3.41 | 5.68 | 15.34 | 20.64 | -21.36 | 17.57 | 15.02 | 28.88 | -0.25 | 21.79 | 3.31 | 4.49 | 1.74 | 12.84 |
| Sharpe Ratio | NA | -0.53 | 0.44 | 0.11 | 0.45 | NA | NA | … | … | -0.55 | 0.18 | 1.02 | 1.36 | -1.00 | 1.53 | 0.50 | 2.33 | -0.11 | 3.17 | 0.23 | 0.31 | 0.16 | 4.59 |
| Standard Deviation(%) | NA | 13.73 | 13.84 | 15.83 | 16.33 | NA | NA | … | … | 17.23 | 15.85 | 11.51 | 12.59 | 22.96 | 11.45 | 29.26 | 11.76 | 14.49 | 6.69 | 13.53 | 14.52 | 10.55 | 9.92 |
| Draw Down(%) | NA | 17.70 | 17.70 | 29.20 | 29.76 | NA | NA | … | … | 16.12 | 15.04 | 6.83 | 10.84 | 28.90 | 5.97 | 29.76 | 6.06 | 13.79 | 3.42 | 7.08 | 10.24 | 9.26 | 4.63 |
| Yield(%) | 0.00 | 25.03 | 18.87 | 11.00 | 10.77 | 8.96 | 6.72 | … | … | 0.00 | 27.24 | 28.03 | 0.00 | 0.28 | 1.69 | 2.51 | 2.76 | 7.30 | 6.47 | 8.80 | 3.76 | 1.47 | 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 |
|---|---|---|---|---|
| MGQLX (GLOBAL QUALITY PORTFOLIO CLASS L) |
1.34%
Sep 2019 – Sep 2022 |
3.48%
Mar 2021 – Mar 2026 |
7.20%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGQLX (GLOBAL QUALITY PORTFOLIO CLASS L) |
20.34%
Dec 2018 – Dec 2021 |
16.19%
Dec 2016 – Dec 2021 |
10.68%
Sep 2015 – Sep 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart