Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MPAIX (ADVANTAGE PORTFOLIO CLASS I) | -3.61% | 0.39% | 20.25% | -8.38% | 6.63% | 8.98% | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/10/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MPAIX (ADVANTAGE PORTFOLIO CLASS I) | 12/10/2008 | 06/04/2026 |
| 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 (%) | -0.04 | 0.39 | 20.25 | -8.38 | 6.63 | 8.98 | NA | … | … | -3.61 | 18.96 | 36.20 | 46.28 | -63.96 | -22.42 | 66.04 | 26.61 | 3.70 | 32.08 | 2.81 | 12.71 | 7.43 | 37.10 | 16.37 | 5.34 | 20.23 | 49.30 | -1.12 |
| Sharpe Ratio | NA | 0.04 | 0.78 | -0.28 | 0.17 | NA | NA | … | … | -0.23 | 0.56 | 1.41 | 1.49 | -1.09 | -0.64 | 1.82 | 1.65 | 0.11 | 3.62 | 0.18 | 0.81 | 0.58 | 3.21 | 1.32 | 0.25 | 1.19 | 1.85 | -0.59 |
| Standard Deviation(%) | NA | 24.40 | 26.56 | 37.67 | 30.87 | NA | NA | … | … | 28.97 | 28.84 | 23.14 | 28.89 | 60.30 | 34.88 | 35.92 | 15.20 | 20.79 | 8.73 | 14.03 | 15.68 | 12.87 | 11.54 | 12.44 | 21.25 | 16.99 | 26.56 | 31.00 |
| Draw Down(%) | NA | 24.41 | 27.15 | 76.49 | 76.49 | NA | NA | … | … | 17.62 | 27.15 | 14.54 | 24.76 | 65.18 | 35.21 | 28.45 | 9.27 | 19.83 | 4.31 | 13.61 | 11.84 | 7.82 | 4.95 | 9.95 | 13.46 | 11.95 | 22.80 | 4.52 |
| Yield(%) | 0.00 | 0.03 | 0.76 | 0.17 | 2.43 | 4.62 | 6.49 | … | … | 0.00 | 0.03 | 2.07 | 0.00 | 0.00 | 0.00 | 0.00 | 2.34 | 6.16 | 9.04 | 2.49 | 9.20 | 4.71 | 4.23 | 7.33 | 0.63 | 0.38 | 0.81 | 1.70 |
Data as of 06/04/2026, Common starting date is 12/10/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MPAIX (ADVANTAGE PORTFOLIO CLASS I) |
-29.39%
Oct 2020 – Oct 2023 |
-10.52%
Feb 2021 – Feb 2026 |
1.85%
Oct 2013 – Oct 2023 |
8.34%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MPAIX (ADVANTAGE PORTFOLIO CLASS I) |
33.33%
Dec 2022 – Dec 2025 |
27.87%
Feb 2009 – Feb 2014 |
21.01%
Aug 2010 – Aug 2020 |
11.91%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart