Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MGY (Magnolia Oil & Gas Corporation) | 27.18% | 27.54% | 14.44% | 16.17% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/29/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MGY (Magnolia Oil & Gas Corporation) | 06/29/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.55 | 27.54 | 14.44 | 16.17 | NA | NA | NA | … | … | 27.18 | -3.85 | 12.20 | -7.17 | 26.52 | 168.72 | -43.88 | 12.22 | 15.09 | -2.60 |
| Sharpe Ratio | NA | 0.83 | 0.32 | 0.40 | NA | NA | NA | … | … | 2.25 | -0.18 | 0.30 | -0.32 | 0.48 | 3.25 | -0.51 | 0.29 | 0.53 | -0.89 |
| Standard Deviation(%) | NA | 30.77 | 32.69 | 40.04 | NA | NA | NA | … | … | 33.39 | 37.60 | 28.27 | 34.38 | 53.06 | 51.94 | 86.89 | 36.55 | 26.04 | 6.61 |
| Draw Down(%) | NA | 15.34 | 31.48 | 38.14 | NA | NA | NA | … | … | 14.95 | 25.78 | 20.49 | 20.92 | 38.14 | 19.37 | 74.20 | 29.60 | 33.62 | 3.78 |
| Yield(%) | 0.00 | 2.85 | 2.84 | 3.31 | 2.39 | 1.59 | 1.19 | … | … | 1.47 | 2.54 | 2.42 | 2.07 | 2.02 | 1.10 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 06/29/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGY (Magnolia Oil & Gas Corporation) |
-23.67%
Oct 2017 – Oct 2020 |
9.70%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGY (Magnolia Oil & Gas Corporation) |
77.88%
Mar 2020 – Mar 2023 |
46.71%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart