Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MPBAX (GLOBAL STRATEGIST PORTFOLIO CLASS I SHARES) | 7.39% | 17.64% | 13.84% | 3.72% | 6.68% | 6.60% | 6.11% | … | … |
Data as of 06/04/2026, Common starting date is 04/06/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MPBAX (GLOBAL STRATEGIST PORTFOLIO CLASS I SHARES) | 04/06/1993 | 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 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.34 | 17.64 | 13.84 | 3.72 | 6.68 | 6.60 | 6.11 | … | … | 7.39 | 17.66 | 7.49 | 14.29 | -16.71 | 1.26 | 11.44 | 18.05 | -6.31 | 16.68 | 5.58 | -6.15 | 3.13 | 15.83 | 15.86 | 3.85 | 10.52 | 23.53 | -28.44 | 13.16 | 11.23 | 7.90 | 8.54 | 20.42 | -13.29 | -5.36 | -0.72 | 16.41 | 15.45 | 19.61 | 15.37 | 23.28 | -2.55 | 7.28 |
| Sharpe Ratio | NA | 1.94 | 1.27 | 0.13 | 0.46 | NA | NA | … | … | 1.59 | 1.67 | 0.50 | 1.27 | -1.24 | 0.11 | 0.53 | 2.56 | -0.97 | 2.77 | 0.56 | -0.66 | 0.46 | 2.26 | 1.71 | 0.29 | 1.01 | 1.48 | -1.28 | 0.94 | 1.00 | 0.88 | 1.01 | 1.82 | -0.87 | -0.65 | -0.37 | 1.22 | 1.08 | 1.58 | 1.48 | 3.13 | -0.84 | 1.39 |
| Standard Deviation(%) | NA | 8.12 | 8.60 | 10.59 | 11.03 | NA | NA | … | … | 10.42 | 8.91 | 7.69 | 8.46 | 14.69 | 11.04 | 20.90 | 6.47 | 7.92 | 5.82 | 9.58 | 9.42 | 6.73 | 6.98 | 9.30 | 13.39 | 10.28 | 15.78 | 22.93 | 10.69 | 7.81 | 6.41 | 7.49 | 10.85 | 16.55 | 12.18 | 13.42 | 10.70 | 11.11 | 10.03 | 7.84 | 6.17 | 6.68 | 5.58 |
| Draw Down(%) | NA | 7.65 | 8.52 | 30.23 | 30.23 | NA | NA | … | … | 7.65 | 8.35 | 3.96 | 8.52 | 24.96 | 9.87 | 26.45 | 4.39 | 12.78 | 2.57 | 6.20 | 11.93 | 5.52 | 4.92 | 6.60 | 10.93 | 8.41 | 15.67 | 36.78 | 6.24 | 7.34 | 4.03 | 5.21 | 9.18 | 22.45 | 17.29 | 8.34 | 7.92 | 13.54 | 6.66 | 4.95 | 4.76 | 6.84 | 3.09 |
| Yield(%) | 0.00 | 6.95 | 3.86 | 2.08 | 3.77 | 4.26 | 4.15 | … | … | 0.00 | 7.47 | 2.85 | 0.00 | 0.50 | 0.69 | 1.36 | 2.02 | 11.94 | 7.12 | 1.21 | 0.10 | 5.95 | 9.39 | 1.11 | 1.59 | 1.12 | 2.43 | 4.24 | 1.78 | 2.17 | 2.26 | 2.46 | 2.64 | 2.99 | 2.91 | 8.07 | 17.76 | 13.47 | 17.08 | 14.92 | 4.58 | 3.87 | 3.19 |
Data as of 06/04/2026, Common starting date is 04/06/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MPBAX (GLOBAL STRATEGIST PORTFOLIO CLASS I SHARES) |
-8.38%
Mar 2000 – Mar 2003 |
-1.50%
Feb 2004 – Feb 2009 |
0.73%
Feb 1999 – Feb 2009 |
2.99%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MPBAX (GLOBAL STRATEGIST PORTFOLIO CLASS I SHARES) |
20.07%
Mar 1995 – Mar 1998 |
17.98%
Dec 1994 – Dec 1999 |
9.70%
Feb 2009 – Feb 2019 |
8.29%
May 1993 – May 2008 |
Annualized Rolling Returns Comparison Chart