Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MNAT (Marquette National Corp) | 0.74% | 15.49% | 10.22% | 0.21% | 6.71% | 10.53% | NA | … | … |
Data as of 03/13/2026, Common starting date is 01/30/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MNAT (Marquette National Corp) | 01/30/2008 | 03/13/2026 |
| 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 (%) | 0.00 | 15.49 | 10.22 | 0.21 | 6.71 | 10.53 | NA | … | … | 0.74 | 18.12 | 7.41 | 0.80 | -22.09 | 38.89 | -12.64 | 0.85 | 14.02 | 26.20 | 5.16 | 6.61 | 81.67 | 78.51 | 10.00 | -51.33 | -54.80 | -49.70 | -29.55 |
| Sharpe Ratio | NA | 0.69 | 0.19 | -0.07 | 0.16 | NA | NA | … | … | 0.16 | 0.83 | 0.17 | -0.05 | -0.92 | 0.77 | -0.36 | -0.03 | 1.01 | 1.30 | 0.17 | 0.38 | 2.36 | 1.62 | 0.15 | -0.50 | -0.82 | -0.72 | -0.24 |
| Standard Deviation(%) | NA | 16.87 | 34.88 | 34.85 | 31.29 | NA | NA | … | … | 8.06 | 18.63 | 21.73 | 53.59 | 25.59 | 50.53 | 35.90 | 22.14 | 12.51 | 19.67 | 29.55 | 17.19 | 34.65 | 48.48 | 66.58 | 103.39 | 67.15 | 68.81 | 134.60 |
| Draw Down(%) | NA | 11.56 | 23.56 | 39.88 | 39.88 | NA | NA | … | … | 2.81 | 15.24 | 9.57 | 23.56 | 26.92 | 16.41 | 34.03 | 13.93 | 7.32 | 7.76 | 15.13 | 8.91 | 14.65 | 21.18 | 30.00 | 64.60 | 69.17 | 49.75 | 58.24 |
| Yield(%) | 0.00 | 4.22 | 3.61 | 2.43 | 3.67 | 5.45 | 0.59 | … | … | 0.00 | 4.39 | 3.10 | 3.03 | 3.03 | 2.00 | 3.22 | 3.13 | 2.13 | 3.00 | 1.41 | 1.48 | 1.78 | 0.00 | 0.00 | 0.00 | 0.00 | 0.30 | 1.72 |
Data as of 03/13/2026, Common starting date is 01/30/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MNAT (Marquette National Corp) |
-55.83%
May 2008 – May 2011 |
-38.41%
Feb 2008 – Feb 2013 |
-8.45%
Feb 2008 – Feb 2018 |
-5.78%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MNAT (Marquette National Corp) |
58.19%
Jun 2012 – Jun 2015 |
38.08%
Jan 2013 – Jan 2018 |
21.73%
Jun 2011 – Jun 2021 |
10.73%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart