Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MGQSX (GLOBAL QUALITY PORTFOLIO CLASS IS) | 9.71% | 18.27% | 15.56% | 11.56% | 11.52% | NA | NA | 12.17% |
Data as of 07/11/2025, AR inception is 09/17/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MGQSX (GLOBAL QUALITY PORTFOLIO CLASS IS) | 09/17/2013 | 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 (%) | -1.15 | 18.27 | 15.56 | 11.56 | 11.52 | NA | NA | 12.17 | 9.71 | 16.41 | 21.74 | -20.61 | 18.59 | 22.36 | 30.08 | 0.66 | 22.91 | 4.17 | 5.39 | 2.67 | 8.88 |
| Sharpe Ratio | NA | 0.91 | 0.77 | 0.58 | 0.61 | NA | NA | 0.64 | 0.84 | 1.11 | 1.45 | -0.96 | 1.62 | 0.74 | 2.43 | -0.05 | 3.36 | 0.29 | 0.37 | 0.25 | 3.39 |
| Standard Deviation(%) | NA | 16.49 | 15.93 | 16.08 | 16.58 | NA | NA | 15.87 | 19.51 | 11.52 | 12.55 | 22.98 | 11.49 | 29.92 | 11.78 | 14.51 | 6.66 | 13.64 | 14.46 | 10.61 | 10.05 |
| Draw Down(%) | NA | 14.92 | 18.03 | 28.65 | 29.63 | NA | NA | 29.63 | 14.92 | 6.71 | 10.66 | 28.36 | 5.89 | 29.63 | 6.04 | 13.63 | 3.38 | 6.91 | 10.06 | 9.10 | 4.63 |
| Yield(%) | 0.00 | 25.52 | 11.41 | 9.10 | 8.90 | 7.06 | 5.30 | 9.63 | 0.00 | 27.85 | 0.62 | 0.60 | 2.12 | 8.68 | 3.50 | 7.83 | 7.57 | 9.72 | 4.69 | 2.13 | 0.00 |
Data as of 07/11/2025, AR inception is 09/17/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGQSX (GLOBAL QUALITY PORTFOLIO CLASS IS) |
2.63%
Apr 2021 - Apr 2024 |
6.88%
Dec 2013 - Dec 2018 |
8.74%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGQSX (GLOBAL QUALITY PORTFOLIO CLASS IS) |
23.59%
Dec 2018 - Dec 2021 |
18.49%
Dec 2016 - Dec 2021 |
12.06%
Jun 2015 - Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart