Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MGRPX (GROWTH PORTFOLIO CLASS IS) | -7.66% | 3.12% | 25.73% | -0.14% | 15.48% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/17/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MGRPX (GROWTH PORTFOLIO CLASS IS) | 09/17/2013 | 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 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -7.40 | 3.12 | 25.73 | -0.14 | 15.48 | NA | NA | … | … | -7.66 | 29.16 | 46.78 | 50.31 | -60.13 | 0.08 | 115.78 | 23.22 | 7.70 | 44.03 | -1.83 | 12.06 | 6.51 | 15.19 |
| Sharpe Ratio | NA | 0.35 | 0.95 | -0.02 | 0.45 | NA | NA | … | … | -0.10 | 0.78 | 1.58 | 1.47 | -1.00 | 0.00 | 2.95 | 1.01 | 0.25 | 3.82 | -0.12 | 0.69 | 0.37 | 4.35 |
| Standard Deviation(%) | NA | 27.90 | 30.52 | 39.19 | 33.25 | NA | NA | … | … | 31.49 | 34.22 | 27.37 | 32.14 | 61.74 | 31.83 | 38.93 | 21.55 | 25.03 | 11.42 | 17.54 | 17.42 | 17.43 | 14.45 |
| Draw Down(%) | NA | 27.68 | 32.52 | 69.44 | 69.44 | NA | NA | … | … | 21.57 | 32.52 | 12.85 | 23.68 | 61.71 | 24.29 | 32.94 | 16.04 | 24.64 | 4.14 | 19.26 | 14.29 | 13.88 | 4.26 |
| Yield(%) | 0.00 | 0.00 | 0.35 | 4.79 | 13.36 | 11.38 | 8.54 | … | … | 0.00 | 0.00 | 0.93 | 0.00 | 5.78 | 19.29 | 17.93 | 11.84 | 7.81 | 24.67 | 11.31 | 7.84 | 5.05 | 4.60 |
Data as of 06/05/2026, Common starting date is 09/17/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGRPX (GROWTH PORTFOLIO CLASS IS) |
-18.96%
Jun 2021 – Jun 2024 |
-1.82%
Feb 2021 – Feb 2026 |
9.05%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGRPX (GROWTH PORTFOLIO CLASS IS) |
42.52%
Oct 2018 – Oct 2021 |
37.59%
Feb 2016 – Feb 2021 |
18.07%
Sep 2015 – Sep 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart