Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
MGYR (Magyar Bancorp, Inc.) 0.14% 9.34% 20.50% 10.40% 8.59% 11.04% 3.40%
Data as of 06/11/2026, Common starting date is 01/24/2006
More Performance Analytics Comparison
Name Start Date End Date
MGYR (Magyar Bancorp, Inc.) 01/24/2006 06/11/2026
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 2012 2011 2010 2009 2008 2007 2006
Annualized Return (%) -0.70 9.34 20.50 10.40 8.59 11.04 3.40 0.14 19.88 32.58 -10.70 6.10 57.15 -21.63 0.41 -4.30 6.67 19.88 18.60 13.14 77.62 70.73 -38.50 0.00 -32.66 -44.23 -22.60 29.20
Sharpe Ratio NA 0.29 0.73 0.38 0.24 NA NA -0.12 0.83 1.15 -0.57 0.30 1.57 -0.44 -0.04 -0.26 0.25 0.84 0.61 0.49 1.72 0.82 -0.45 0.00 -0.24 -0.58 -1.36 1.34
Standard Deviation(%) NA 21.66 23.97 22.70 28.14 NA NA 24.96 20.62 25.23 25.21 15.71 36.43 49.34 27.55 21.72 24.11 23.31 30.31 27.03 45.23 86.67 85.43 76.98 135.93 78.16 18.95 20.87
Draw Down(%) NA 12.88 20.00 30.37 45.32 NA NA 12.88 8.59 9.19 30.37 8.56 16.09 39.68 8.96 11.18 13.60 7.67 12.20 9.93 13.64 29.36 63.28 37.00 60.67 57.52 31.67 10.45
Yield(%) 0.00 1.76 2.51 1.67 1.16 1.63 0.50 1.14 1.38 2.12 1.56 1.62 1.18 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/11/2026, Common starting date is 01/24/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MGYR (Magyar Bancorp, Inc.) -35.87%
Oct 2006 – Oct 2009
-29.13%
Dec 2006 – Dec 2011
-2.63%
Sep 2006 – Sep 2016
-0.08%
Apr 2007 – Apr 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MGYR (Magyar Bancorp, Inc.) 50.82%
Dec 2011 – Dec 2014
37.29%
Dec 2011 – Dec 2016
19.93%
Dec 2011 – Dec 2021
13.36%
Aug 2010 – Aug 2025
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return