Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MGRB (Affiliated Managers Group, Inc.) | 1.21% | 7.77% | 3.40% | -2.47% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/30/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MGRB (Affiliated Managers Group, Inc.) | 09/30/2020 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.30 | 7.77 | 3.40 | -2.47 | NA | NA | NA | … | … | 1.21 | -0.17 | 2.03 | 20.65 | -32.00 | 4.55 | 4.14 |
| Sharpe Ratio | NA | 0.49 | 0.01 | -0.29 | NA | NA | NA | … | … | 0.03 | -0.22 | -0.10 | 0.76 | -1.66 | 0.54 | 2.03 |
| Standard Deviation(%) | NA | 10.55 | 14.54 | 16.99 | NA | NA | NA | … | … | 10.13 | 14.16 | 15.50 | 22.69 | 20.21 | 8.32 | 8.49 |
| Draw Down(%) | NA | 10.73 | 20.31 | 33.84 | NA | NA | NA | … | … | 8.50 | 13.94 | 13.89 | 17.43 | 33.84 | 5.76 | 2.23 |
| Yield(%) | 0.00 | 7.09 | 6.39 | 4.55 | 2.56 | 1.71 | 1.28 | … | … | 1.73 | 6.34 | 6.32 | 6.96 | 4.53 | 4.53 | 1.25 |
Data as of 06/05/2026, Common starting date is 09/30/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGRB (Affiliated Managers Group, Inc.) |
-9.25%
Oct 2020 – Oct 2023 |
-2.78%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGRB (Affiliated Managers Group, Inc.) |
7.68%
Oct 2022 – Oct 2025 |
-0.92%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart