Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MLGF (Malaga Financial Corporation) | 1.55% | 16.81% | 6.77% | 7.57% | 7.80% | 9.33% | 8.74% | … | … |
Data as of 06/04/2026, Common starting date is 02/29/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MLGF (Malaga Financial Corporation) | 02/29/1996 | 06/04/2026 |
| 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 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.46 | 16.81 | 6.77 | 7.57 | 7.80 | 9.33 | 8.74 | … | … | 1.55 | 5.79 | 4.53 | 9.51 | 1.90 | 21.20 | -2.30 | -3.17 | 0.22 | 24.60 | 22.78 | 5.61 | 17.84 | 18.74 | 39.52 | -15.59 | 22.35 | 31.26 | 3.30 | -2.96 | -19.13 | 5.72 | 22.58 | 36.36 | 42.26 | 16.19 | -22.20 | 12.50 | 28.57 | 93.85 | 35.42 |
| Sharpe Ratio | NA | 0.75 | 0.20 | 0.17 | 0.17 | NA | NA | … | … | 0.19 | 0.13 | 0.09 | 0.27 | 0.01 | 0.42 | -0.03 | -0.29 | -0.05 | 1.18 | 1.24 | 0.34 | 0.59 | 1.77 | 2.04 | -0.56 | 0.60 | 0.66 | 0.05 | -0.26 | -0.71 | 0.13 | 0.71 | 0.55 | 1.06 | 0.37 | -0.59 | 0.28 | 0.45 | 2.72 | 1.14 |
| Standard Deviation(%) | NA | 17.05 | 18.04 | 31.04 | 36.84 | NA | NA | … | … | 13.25 | 22.43 | 9.91 | 21.96 | 45.15 | 50.28 | 80.05 | 16.01 | 22.51 | 20.38 | 18.14 | 16.62 | 29.96 | 10.56 | 19.55 | 27.72 | 36.88 | 47.37 | 50.77 | 23.75 | 31.92 | 27.15 | 30.29 | 65.37 | 38.95 | 38.18 | 44.97 | 32.63 | 55.95 | 32.98 | 34.84 |
| Draw Down(%) | NA | 7.35 | 9.73 | 19.39 | 44.21 | NA | NA | … | … | 3.40 | 9.33 | 4.04 | 11.97 | 14.93 | 11.50 | 33.75 | 13.06 | 26.70 | 9.72 | 6.48 | 6.81 | 12.96 | 3.99 | 7.72 | 31.00 | 16.05 | 15.00 | 39.49 | 17.67 | 24.72 | 13.29 | 17.80 | 31.67 | 24.58 | 17.46 | 42.03 | 14.63 | 43.75 | 6.98 | 9.09 |
| Yield(%) | 0.00 | 4.91 | 3.62 | 3.87 | 4.24 | 5.77 | 5.94 | … | … | 1.16 | 4.46 | 2.17 | 4.35 | 4.08 | 4.52 | 4.51 | 4.00 | 3.38 | 3.74 | 4.73 | 4.28 | 4.22 | 4.11 | 4.93 | 2.75 | 3.65 | 2.40 | 3.98 | 2.26 | 2.16 | 2.23 | 0.49 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 02/29/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MLGF (Malaga Financial Corporation) |
-20.93%
Jun 1998 – Jun 2001 |
-6.96%
Sep 2003 – Sep 2008 |
3.64%
Jun 1998 – Jun 2008 |
5.68%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MLGF (Malaga Financial Corporation) |
53.49%
Apr 1996 – Apr 1999 |
28.22%
Nov 2000 – Nov 2005 |
23.33%
Apr 1996 – Apr 2006 |
18.20%
Mar 1996 – Mar 2011 |
Annualized Rolling Returns Comparison Chart