Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MGQLX (GLOBAL QUALITY PORTFOLIO CLASS L) | 9.22% | 17.23% | 14.52% | 9.39% | 9.93% | NA | NA | 10.95% |
Data as of 07/11/2025, AR inception is 09/05/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MGQLX (GLOBAL QUALITY PORTFOLIO CLASS L) | 09/05/2013 | 07/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.21 | 17.23 | 14.52 | 9.39 | 9.93 | NA | NA | 10.95 | 9.22 | -11.78 | 20.64 | -21.63 | 15.85 | 12.46 | 28.88 | -0.25 | 21.79 | 3.31 | 4.49 | 1.74 | 12.84 |
| Sharpe Ratio | NA | 0.85 | 0.70 | 0.45 | 0.52 | NA | NA | 0.57 | 0.79 | -0.63 | 1.31 | -1.00 | 1.36 | 0.42 | 2.34 | -0.11 | 3.18 | 0.23 | 0.31 | 0.16 | 4.59 |
| Standard Deviation(%) | NA | 16.42 | 15.93 | 15.84 | 16.44 | NA | NA | 15.73 | 19.42 | 29.05 | 12.59 | 22.99 | 11.64 | 29.30 | 11.76 | 14.49 | 6.69 | 13.53 | 14.52 | 10.55 | 9.92 |
| Draw Down(%) | NA | 15.04 | 18.18 | 29.20 | 29.76 | NA | NA | 29.76 | 15.04 | 26.67 | 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 | 25.84 | 11.11 | 7.55 | 7.50 | 6.11 | 4.58 | 8.33 | 0.00 | 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 07/11/2025, AR inception 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 |
5.66%
Sep 2017 - Sep 2022 |
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 |
10.47%
Jun 2015 - Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart