Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MNXBF (Monex Group Inc) | NA | -16.70% | nan% | 72.85% | 25.04% | NA | NA | … | … |
Data as of 03/14/2025, Common starting date is 04/18/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MNXBF (Monex Group Inc) | 04/18/2013 | 03/14/2025 |
| 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 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -16.70 | nan | 72.85 | 25.04 | NA | NA | … | … | -20.16 | -16.91 | 61.31 | -5.59 | 212.50 | -63.50 | 0.00 | 102.96 | 3.85 | -3.70 | -28.95 | 0.00 | -26.92 |
| Sharpe Ratio | NA | -0.09 | -0.18 | 0.03 | NA | NA | NA | … | … | -0.49 | -0.46 | 1.63 | -1.06 | 2.96 | -0.73 | 0.00 | 1.82 | 1.21 | -1.03 | -0.85 | 0.00 | -0.64 |
| Standard Deviation(%) | NA | 135.01 | 95.30 | 77.83 | NA | NA | NA | … | … | 134.16 | 61.15 | 35.26 | 52.99 | 160.65 | 87.44 | NA | 55.94 | 2.67 | 3.77 | 34.17 | NA | 55.97 |
| Draw Down(%) | NA | 36.00 | 497.87 | 457.95 | 457.95 | NA | NA | … | … | 22.58 | 34.07 | 0.00 | 498.32 | 39.67 | 63.50 | 0.00 | 14.17 | 0.00 | 3.70 | 28.95 | 0.00 | 36.54 |
| Yield(%) | 0.00 | 1.73 | 176.47 | 403.12 | 196.22 | 118.78 | 89.08 | … | … | 0.00 | 2.14 | 260.77 | 248.80 | 755.00 | 140.51 | 0.90 | 234.22 | 101.26 | 192.59 | 368.42 | 215.79 | 190.00 |
Data as of 03/14/2025, Common starting date is 04/18/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MNXBF (Monex Group Inc) |
-17.05%
May 2013 – May 2016 |
-12.05%
May 2015 – May 2020 |
18.25%
May 2013 – May 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MNXBF (Monex Group Inc) |
161.32%
Jan 2021 – Jan 2024 |
96.62%
Mar 2017 – Mar 2022 |
27.88%
Dec 2014 – Dec 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart