Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MOFQX (THE MASTERS 100 FUND INVESTOR CLASS) | NA | 1.76% | -2.19% | 0.02% | -1.84% | 1.97% | NA | 1.54% |
Data as of 09/15/2017, AR inception is 11/19/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MOFQX (THE MASTERS 100 FUND INVESTOR CLASS) | 11/19/2001 | 09/15/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.76 | -2.19 | 0.02 | -1.84 | 1.97 | NA | 1.54 | 8.70 | -6.99 | -8.68 | -4.86 | 26.50 | 2.72 | -6.87 | 10.55 | 27.56 | -45.45 | 4.47 | 20.18 | 8.65 | -12.13 | 33.50 | -6.42 | 2.76 |
| Sharpe Ratio | NA | 0.10 | -0.15 | -0.01 | -0.10 | NA | NA | 0.03 | 1.05 | -0.42 | -0.50 | -0.28 | 1.93 | 0.21 | -0.34 | 0.67 | 1.30 | -1.08 | 0.08 | 1.12 | 0.45 | -0.73 | 2.03 | -0.49 | 1.47 |
| Standard Deviation(%) | NA | 12.96 | 16.42 | 15.87 | 21.27 | NA | NA | 19.39 | 11.35 | 16.88 | 17.57 | 17.58 | 13.71 | 12.50 | 20.58 | 15.62 | 21.15 | 42.67 | 17.24 | 15.17 | 14.40 | 18.01 | 16.20 | 15.37 | 18.06 |
| Draw Down(%) | NA | 12.43 | 32.40 | 32.40 | 60.06 | NA | NA | 60.88 | 6.67 | 18.14 | 19.31 | 18.93 | 8.50 | 14.04 | 22.76 | 14.38 | 21.91 | 59.90 | 14.86 | 14.25 | 12.86 | 25.79 | 14.14 | 26.85 | 4.60 |
| Yield(%) | 0.00 | 0.00 | 0.64 | 1.40 | 2.35 | 2.53 | 1.78 | 2.38 | 0.00 | 0.00 | 0.00 | 1.81 | 3.92 | 1.70 | 3.58 | 0.19 | 0.90 | 2.34 | 14.70 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 09/15/2017, AR inception is 11/19/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MOFQX (THE MASTERS 100 FUND INVESTOR CLASS) |
-15.86%
Jun 2007 - Jun 2010 |
-10.63%
Feb 2004 - Feb 2009 |
-2.72%
May 2007 - May 2017 |
0.75%
May 2002 - May 2017 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MOFQX (THE MASTERS 100 FUND INVESTOR CLASS) |
16.64%
Feb 2009 - Feb 2012 |
13.34%
Oct 2002 - Oct 2007 |
3.42%
Sep 2002 - Sep 2012 |
2.47%
Jul 2002 - Jul 2017 |
Annualized Rolling Returns Comparison Chart