Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MGUCX (GLOBAL GREAT CONSUMER FUND CLASS C SHARES) | NA | 7.45% | 2.17% | 7.85% | NA | NA | NA | 8.29% |
Data as of 10/31/2017, AR inception is 02/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MGUCX (GLOBAL GREAT CONSUMER FUND CLASS C 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 | 7.45 | 2.17 | 7.85 | NA | NA | NA | 8.29 | 8.53 | -3.88 | 1.80 | -4.51 | 38.79 | 5.81 |
| Sharpe Ratio | NA | 1.20 | 0.16 | 0.62 | NA | NA | NA | 0.54 | 2.25 | -0.29 | 0.12 | -0.36 | 3.18 | 0.41 |
| Standard Deviation(%) | NA | 5.75 | 12.34 | 12.41 | NA | NA | NA | 12.99 | 4.32 | 13.91 | 15.01 | 12.55 | 12.17 | 15.82 |
| Draw Down(%) | NA | 3.30 | 20.94 | 20.94 | NA | NA | NA | 20.94 | 1.91 | 13.49 | 14.74 | 12.24 | 7.45 | 14.27 |
| Yield(%) | 0.00 | 40.06 | 15.97 | 13.30 | 6.79 | 4.53 | 3.39 | 13.58 | 40.26 | 0.00 | 3.15 | 10.03 | 0.75 | 1.50 |
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 |
|---|---|---|---|---|
| MGUCX (GLOBAL GREAT CONSUMER FUND CLASS C SHARES) |
-2.24%
Dec 2013 - Dec 2016 |
5.65%
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 |
|---|---|---|---|---|
| MGUCX (GLOBAL GREAT CONSUMER FUND CLASS C SHARES) |
16.13%
Jul 2012 - Jul 2015 |
8.55%
Jul 2012 - Jul 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart