Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MIGPX (GLOBAL ADVANTAGE PORTFOLIO CLASS A) | 18.90% | 63.44% | 32.49% | 7.18% | 12.76% | NA | NA | 13.34% |
Data as of 07/17/2025, AR inception is 12/30/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MIGPX (GLOBAL ADVANTAGE PORTFOLIO CLASS A) | 12/30/2010 | 07/17/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.71 | 63.44 | 32.49 | 7.18 | 12.76 | NA | NA | 13.34 | 18.90 | 51.13 | 50.54 | -57.88 | -46.88 | 87.71 | 28.15 | -9.86 | 26.64 | -2.28 | -3.23 | 0.42 | 29.49 | 22.44 | 0.01 | -0.10 |
| Sharpe Ratio | NA | 1.60 | 0.80 | 0.09 | 0.37 | NA | NA | 0.43 | 0.65 | 1.67 | 1.52 | -1.02 | -0.87 | 2.37 | 1.74 | -0.55 | 1.96 | -0.17 | -0.21 | 0.03 | 2.70 | 1.79 | 0.00 | NA |
| Standard Deviation(%) | NA | 35.57 | 34.93 | 38.03 | 30.49 | NA | NA | 26.64 | 40.64 | 26.89 | 30.72 | 58.23 | 54.10 | 36.78 | 15.36 | 20.32 | 13.32 | 14.78 | 15.72 | 11.43 | 10.90 | 12.62 | 21.42 | 0.00 |
| Draw Down(%) | NA | 31.83 | 32.38 | 68.85 | 68.85 | NA | NA | 68.85 | 31.83 | 12.31 | 24.49 | 59.36 | 55.11 | 30.04 | 10.56 | 25.82 | 9.92 | 14.08 | 15.28 | 8.41 | 7.45 | 11.58 | 18.43 | 0.10 |
| Yield(%) | 0.00 | 1.56 | 0.77 | 11.26 | 13.05 | 13.89 | 10.42 | 14.88 | 0.00 | 1.73 | 0.00 | 0.05 | 31.56 | 19.81 | 2.88 | 4.15 | 14.35 | 2.19 | 6.75 | 6.81 | 9.10 | 8.34 | 0.39 | 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 |
|---|---|---|---|---|
| MIGPX (GLOBAL ADVANTAGE PORTFOLIO CLASS A) |
-19.61%
Jan 2021 - Jan 2024 |
-1.20%
Dec 2017 - Dec 2022 |
5.04%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIGPX (GLOBAL ADVANTAGE PORTFOLIO CLASS A) |
38.45%
Oct 2018 - Oct 2021 |
33.03%
Feb 2016 - Feb 2021 |
19.88%
Sep 2011 - Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart