Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MNESX (EQUITY INCOME SERIES CLASS S) | NA | 17.74% | 10.72% | 8.38% | NA | NA | NA | … | … |
Data as of 11/20/2019, Common starting date is 01/06/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MNESX (EQUITY INCOME SERIES CLASS S) | 01/06/2014 | 11/20/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 17.74 | 10.72 | 8.38 | NA | NA | NA | … | … | 26.24 | -12.95 | 15.19 | 14.82 | -3.20 | 12.30 |
| Sharpe Ratio | NA | 1.29 | 0.87 | 0.61 | NA | NA | NA | … | … | 2.63 | -0.88 | 2.04 | 1.08 | -0.22 | 1.29 |
| Standard Deviation(%) | NA | 12.61 | 11.33 | 12.53 | NA | NA | NA | … | … | 10.77 | 16.20 | 7.16 | 13.51 | 14.41 | 9.66 |
| Draw Down(%) | NA | 14.79 | 17.69 | 17.69 | NA | NA | NA | … | … | 5.29 | 21.42 | 2.94 | 9.38 | 13.40 | 8.15 |
| Yield(%) | 0.00 | 4.78 | 4.87 | 4.56 | 2.53 | 1.69 | 1.27 | … | … | 0.52 | 5.25 | 4.44 | 6.61 | 2.83 | 3.70 |
Data as of 11/20/2019, Common starting date is 01/06/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MNESX (EQUITY INCOME SERIES CLASS S) |
5.14%
Aug 2014 – Aug 2017 |
6.09%
May 2014 – May 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MNESX (EQUITY INCOME SERIES CLASS S) |
13.05%
Sep 2015 – Sep 2018 |
8.31%
Oct 2014 – Oct 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart