Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MPIEX (Mondrian International Value Equity Fund) | 8.48% | 22.08% | 18.76% | 9.87% | 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 |
|---|---|---|
| MPIEX (Mondrian International 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 (%) | 0.27 | 22.08 | 18.76 | 9.87 | NA | NA | NA | … | … | 8.48 | 36.48 | 4.67 | 19.82 | -10.74 | 10.75 | -4.29 | 17.97 | -18.28 | 0.13 |
| Sharpe Ratio | NA | 1.45 | 1.18 | 0.51 | NA | NA | NA | … | … | 1.25 | 2.31 | 0.09 | 1.32 | -0.60 | 0.89 | -0.15 | 1.50 | -1.32 | NA |
| Standard Deviation(%) | NA | 13.22 | 13.40 | 14.76 | NA | NA | NA | … | … | 15.19 | 14.63 | 11.90 | 12.36 | 20.26 | 12.07 | 30.05 | 11.01 | 13.25 | 0.00 |
| Draw Down(%) | NA | 10.22 | 12.86 | 28.64 | NA | NA | NA | … | … | 10.22 | 11.43 | 12.02 | 10.04 | 28.64 | 7.99 | 37.26 | 10.46 | 18.86 | 0.00 |
| Yield(%) | 0.00 | 10.82 | 8.53 | 5.70 | 3.53 | 2.36 | 1.77 | … | … | 0.00 | 13.17 | 8.28 | 4.24 | 2.55 | 3.56 | 2.18 | 6.83 | 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 |
|---|---|---|---|---|
| MPIEX (Mondrian International Value Equity Fund) |
-3.99%
Sep 2019 – Sep 2022 |
0.47%
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 |
|---|---|---|---|---|
| MPIEX (Mondrian International Value Equity Fund) |
23.50%
Sep 2022 – Sep 2025 |
14.39%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart