Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MIGLX (GLOBAL ADVANTAGE PORTFOLIO CLASS L) | NA | 61.51% | 31.45% | -6.27% | 2.58% | NA | NA | 5.63% |
Data as of 07/17/2025, AR inception is 12/30/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MIGLX (GLOBAL ADVANTAGE PORTFOLIO CLASS L) | 12/30/2010 | 07/17/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.73 | 61.51 | 31.45 | -6.27 | 2.58 | NA | NA | 5.63 | 6.37 | -7.60 | 28.79 | 21.89 | -0.50 | -0.10 |
| Sharpe Ratio | NA | 0.69 | 1.09 | NA | NA | NA | NA | 0.86 | 2.47 | -0.63 | 2.63 | 1.74 | -0.02 | NA |
| Standard Deviation(%) | NA | 11.29 | 11.69 | NA | NA | NA | NA | 14.67 | 11.98 | 12.51 | 10.92 | 12.65 | 21.48 | 0.00 |
| Draw Down(%) | NA | 8.55 | 11.61 | NA | NA | NA | NA | 18.55 | 3.28 | 10.42 | 7.48 | 11.61 | 18.55 | 0.10 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.82 | 1.37 | 1.95 | 0.00 | 6.84 | 8.93 | 7.79 | 0.00 | 0.00 |
Data as of 07/17/2025, AR inception is 12/30/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIGLX (GLOBAL ADVANTAGE PORTFOLIO CLASS L) |
-33.77%
Oct 2020 - Oct 2023 |
-14.63%
Dec 2017 - Dec 2022 |
-4.56%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIGLX (GLOBAL ADVANTAGE PORTFOLIO CLASS L) |
33.62%
Jun 2022 - Jun 2025 |
24.32%
Feb 2016 - Feb 2021 |
14.80%
Sep 2011 - Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart