Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MGRD (Affiliated Managers Group, Inc.) | -0.66% | 7.02% | 2.22% | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 07/26/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MGRD (Affiliated Managers Group, Inc.) | 07/26/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.46 | 7.02 | 2.22 | NA | NA | NA | NA | … | … | -0.66 | 2.80 | 2.13 | 20.69 | -36.66 | 0.46 |
| Sharpe Ratio | NA | 0.48 | 0.13 | NA | NA | NA | NA | … | … | -0.33 | -0.01 | -0.10 | 0.68 | -1.84 | 0.17 |
| Standard Deviation(%) | NA | 9.66 | 15.15 | NA | NA | NA | NA | … | … | 9.11 | 12.36 | 15.03 | 25.44 | 20.75 | 6.16 |
| Draw Down(%) | NA | 9.30 | 16.71 | NA | NA | NA | NA | … | … | 6.81 | 9.21 | 13.64 | 17.75 | 37.88 | 3.96 |
| Yield(%) | 0.00 | 7.01 | 6.16 | 3.95 | 1.98 | 1.32 | 0.99 | … | … | 1.69 | 6.47 | 6.35 | 6.98 | 4.30 | 1.94 |
Data as of 06/05/2026, Common starting date is 07/26/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGRD (Affiliated Managers Group, Inc.) |
-7.92%
Dec 2021 – Dec 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGRD (Affiliated Managers Group, Inc.) |
9.51%
Oct 2022 – Oct 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart