Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MPEMX (Mondrian Emerging Markets Value Equity Fund) | 14.85% | 38.89% | 20.89% | 6.47% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/03/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MPEMX (Mondrian Emerging Markets Value Equity Fund) | 11/03/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.80 | 38.89 | 20.89 | 6.47 | NA | NA | NA | … | … | 14.85 | 38.28 | 4.25 | 13.11 | -15.97 | -4.96 | 15.83 | 18.37 | -20.87 | 0.00 |
| Sharpe Ratio | NA | 2.38 | 1.16 | 0.23 | NA | NA | NA | … | … | 1.74 | 2.51 | 0.04 | 0.68 | -0.74 | -0.30 | 0.55 | 1.29 | -1.20 | NA |
| Standard Deviation(%) | NA | 14.45 | 14.62 | 16.96 | NA | NA | NA | … | … | 18.64 | 14.16 | 13.95 | 14.07 | 23.47 | 16.62 | 28.35 | 13.11 | 16.48 | 0.00 |
| Draw Down(%) | NA | 12.40 | 15.79 | 37.02 | NA | NA | NA | … | … | 12.40 | 12.56 | 11.60 | 12.42 | 30.97 | 19.51 | 35.42 | 12.03 | 21.34 | 0.00 |
| Yield(%) | 0.00 | 4.59 | 4.02 | 2.38 | 1.91 | 1.27 | 0.95 | … | … | 0.00 | 5.25 | 3.34 | 3.31 | 2.18 | 1.12 | 3.63 | 3.04 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/03/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MPEMX (Mondrian Emerging Markets Value Equity Fund) |
-6.34%
Jan 2021 – Jan 2024 |
-1.25%
May 2018 – May 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MPEMX (Mondrian Emerging Markets Value Equity Fund) |
22.85%
Oct 2022 – Oct 2025 |
9.18%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart