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
MNILY (Minor International PCL ADR) NA -6.40% 1.55% -0.21% -0.23% NA NA
Data as of 03/04/2025, Common starting date is 07/14/2014
More Performance Analytics Comparison
Name Start Date End Date
MNILY (Minor International PCL ADR) 07/14/2014 03/04/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
Annualized Return (%) -0.74 -6.40 1.55 -0.21 -0.23 NA NA 9.02 -14.15 11.89 0.00 10.37 -32.02 -0.46 -5.13 31.76 16.20 -13.19 2.21
Sharpe Ratio NA -0.42 -0.08 -0.06 -0.05 NA NA 0.26 -0.76 0.44 -0.22 0.27 -0.46 -0.12 -0.86 1.30 0.40 -0.36 0.14
Standard Deviation(%) NA 23.48 19.87 34.94 33.94 NA NA 113.76 26.15 19.02 6.38 37.68 69.26 15.85 7.59 23.99 40.28 36.64 33.75
Draw Down(%) NA 14.96 18.03 43.36 60.50 NA NA 0.74 14.96 10.46 4.39 21.46 55.02 12.19 7.15 5.63 23.35 32.59 19.37
Yield(%) 0.00 1.76 1.22 1.49 1.39 1.01 0.76 0.00 1.76 1.73 0.00 1.26 2.52 1.44 1.00 1.02 1.17 1.68 0.00
Data as of 03/04/2025, Common starting date is 07/14/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MNILY (Minor International PCL ADR) -21.27%
Nov 2017 – Nov 2020
-10.53%
Mar 2015 – Mar 2020
-1.30%
Aug 2014 – Aug 2024
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MNILY (Minor International PCL ADR) 25.12%
Aug 2015 – Aug 2018
7.08%
Nov 2014 – Nov 2019
-0.06%
Feb 2015 – Feb 2025
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return