Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MGTSX (GLOBAL OPPORTUNITY PORTFOLIO CLASS IS) | -1.61% | -2.23% | 17.83% | 3.91% | 13.99% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/17/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MGTSX (GLOBAL OPPORTUNITY 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 (%) | -5.12 | -2.23 | 17.83 | 3.91 | 13.99 | NA | NA | … | … | -1.61 | 12.50 | 27.63 | 49.82 | -41.54 | 0.33 | 55.69 | 36.16 | -5.78 | 49.54 | 1.12 | 18.64 | 8.96 | 17.68 |
| Sharpe Ratio | NA | 0.13 | 0.89 | 0.09 | 0.58 | NA | NA | … | … | 0.29 | 0.44 | 1.44 | 2.43 | -1.06 | 0.02 | 1.75 | 2.47 | -0.37 | 5.58 | 0.06 | 1.12 | 0.56 | 6.06 |
| Standard Deviation(%) | NA | 18.61 | 19.61 | 25.23 | 22.66 | NA | NA | … | … | 23.33 | 21.73 | 16.65 | 19.22 | 40.74 | 19.22 | 31.51 | 14.07 | 19.37 | 8.80 | 15.89 | 16.66 | 15.88 | 12.44 |
| Draw Down(%) | NA | 20.13 | 21.28 | 50.95 | 51.50 | NA | NA | … | … | 17.26 | 21.28 | 8.82 | 14.92 | 46.67 | 13.38 | 27.15 | 7.64 | 23.83 | 3.62 | 14.35 | 14.12 | 11.26 | 3.41 |
| Yield(%) | 0.00 | 9.15 | 9.46 | 6.21 | 9.81 | 9.79 | 7.34 | … | … | 0.00 | 10.30 | 11.03 | 3.07 | 10.82 | 4.69 | 1.75 | 0.56 | 0.73 | 0.57 | 6.84 | 1.48 | 6.41 | 8.18 |
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 |
|---|---|---|---|---|
| MGTSX (GLOBAL OPPORTUNITY PORTFOLIO CLASS IS) |
-5.67%
Oct 2020 – Oct 2023 |
2.44%
Mar 2021 – Mar 2026 |
11.98%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGTSX (GLOBAL OPPORTUNITY PORTFOLIO CLASS IS) |
32.91%
Sep 2022 – Sep 2025 |
27.81%
Feb 2016 – Feb 2021 |
15.92%
Sep 2015 – Sep 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart