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
MLLGF (Mullen Group Ltd) 41.83% 65.90% 16.36% 12.99% 8.45% 3.02% NA
Data as of 06/04/2026, Common starting date is 06/26/2008
More Performance Analytics Comparison
Name Start Date End Date
MLLGF (Mullen Group Ltd) 06/26/2008 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
Annualized Return (%) 2.42 65.90 16.36 12.99 8.45 3.02 NA 41.83 22.14 0.03 2.85 25.17 9.65 26.92 -20.64 -18.46 -15.79 50.40 -41.50 -26.72 33.13 14.38 15.30 14.63 65.86 -55.20
Sharpe Ratio NA 1.94 0.42 0.30 0.16 NA NA 3.77 0.65 -0.09 -0.03 0.62 0.25 0.31 -0.65 -0.77 -0.62 1.59 -1.14 -0.79 1.71 0.83 0.33 0.55 1.18 -1.03
Standard Deviation(%) NA 31.47 33.34 34.97 41.08 NA NA 31.45 29.69 38.78 32.26 38.08 38.97 84.53 33.97 25.79 26.71 31.61 36.51 33.76 19.36 17.31 46.16 26.55 55.51 76.96
Draw Down(%) NA 18.30 24.55 25.30 76.64 NA NA 9.41 18.30 20.15 24.55 20.92 22.51 59.21 36.52 22.77 21.93 12.04 44.14 40.01 13.09 7.80 30.57 20.11 34.27 65.56
Yield(%) 0.32 5.90 4.54 4.59 3.87 2.99 2.47 2.20 5.93 4.53 5.21 6.25 3.37 3.86 5.05 3.95 1.50 3.94 4.68 4.02 5.56 5.20 5.71 3.07 4.57 4.45
Data as of 06/04/2026, Common starting date is 06/26/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MLLGF (Mullen Group Ltd) -35.32%
Mar 2017 – Mar 2020
-24.87%
Mar 2015 – Mar 2020
-11.19%
Mar 2010 – Mar 2020
-0.05%
Aug 2008 – Aug 2023
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MLLGF (Mullen Group Ltd) 59.88%
Mar 2020 – Mar 2023
33.41%
Feb 2009 – Feb 2014
8.22%
May 2016 – May 2026
7.60%
Feb 2009 – Feb 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return