Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MGUAX (GLOBAL GREAT CONSUMER FUND CLASS A SHARES) | NA | 7.80% | 2.80% | 8.57% | NA | NA | NA | 9.14% |
Data as of 10/31/2017, AR inception is 02/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MGUAX (GLOBAL GREAT CONSUMER FUND CLASS A SHARES) | 02/06/2012 | 10/31/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.80 | 2.80 | 8.57 | NA | NA | NA | 9.14 | 8.76 | -3.13 | 2.53 | -3.76 | 39.84 | 6.53 |
| Sharpe Ratio | NA | 1.27 | 0.21 | 0.68 | NA | NA | NA | 0.60 | 2.33 | -0.24 | 0.17 | -0.30 | 3.29 | 0.46 |
| Standard Deviation(%) | NA | 5.71 | 12.39 | 12.44 | NA | NA | NA | 13.01 | 4.30 | 13.99 | 15.07 | 12.57 | 12.11 | 15.84 |
| Draw Down(%) | NA | 3.26 | 20.64 | 20.64 | NA | NA | NA | 20.64 | 1.90 | 13.45 | 14.67 | 11.80 | 7.30 | 14.25 |
| Yield(%) | 0.00 | 38.52 | 15.65 | 13.23 | 6.79 | 4.53 | 3.40 | 13.58 | 38.67 | 0.00 | 3.07 | 9.89 | 0.74 | 1.53 |
Data as of 10/31/2017, AR inception is 02/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGUAX (GLOBAL GREAT CONSUMER FUND CLASS A SHARES) |
-1.49%
Dec 2013 - Dec 2016 |
6.42%
Apr 2012 - Apr 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGUAX (GLOBAL GREAT CONSUMER FUND CLASS A SHARES) |
16.99%
Jul 2012 - Jul 2015 |
9.31%
Jul 2012 - Jul 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart