Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MGUIX (GLOBAL GREAT CONSUMER FUND CLASS I SHARES) | NA | 7.94% | 3.01% | 8.82% | NA | NA | NA | 9.43% |
Data as of 10/31/2017, AR inception is 02/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MGUIX (GLOBAL GREAT CONSUMER FUND CLASS I 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 | 7.94 | 3.01 | 8.82 | NA | NA | NA | 9.43 | 8.84 | -2.90 | 2.77 | -3.48 | 40.21 | 6.76 |
| Sharpe Ratio | NA | 1.28 | 0.22 | 0.70 | NA | NA | NA | 0.62 | 2.32 | -0.22 | 0.18 | -0.28 | 3.29 | 0.47 |
| Standard Deviation(%) | NA | 5.79 | 12.36 | 12.44 | NA | NA | NA | 13.01 | 4.36 | 13.96 | 15.01 | 12.56 | 12.21 | 15.83 |
| Draw Down(%) | NA | 3.22 | 20.48 | 20.48 | NA | NA | NA | 20.48 | 1.96 | 13.41 | 14.57 | 11.69 | 7.30 | 14.24 |
| Yield(%) | 0.00 | 38.33 | 15.64 | 13.31 | 6.84 | 4.56 | 3.42 | 13.69 | 38.34 | 0.21 | 3.08 | 9.86 | 0.74 | 1.77 |
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 |
|---|---|---|---|---|
| MGUIX (GLOBAL GREAT CONSUMER FUND CLASS I SHARES) |
-1.24%
Dec 2013 - Dec 2016 |
6.70%
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 |
|---|---|---|---|---|
| MGUIX (GLOBAL GREAT CONSUMER FUND CLASS I SHARES) |
17.29%
Jul 2012 - Jul 2015 |
9.58%
Jul 2012 - Jul 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart