Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MPUSX (Mondrian U.S. Small Cap Equity Fund) | NA | 28.17% | 13.06% | NA | NA | NA | NA | … | … |
Data as of 07/08/2022, Common starting date is 12/19/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MPUSX (Mondrian U.S. Small Cap Equity Fund) | 12/19/2018 | 07/08/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.05 | 28.17 | 13.06 | NA | NA | NA | NA | … | … | 20.09 | 14.50 | -8.09 | 18.95 | -0.72 |
| Sharpe Ratio | NA | 0.66 | 0.35 | NA | NA | NA | NA | … | … | 0.76 | 0.71 | -0.19 | 1.04 | -0.67 |
| Standard Deviation(%) | NA | 42.09 | 36.73 | NA | NA | NA | NA | … | … | 55.91 | 20.32 | 43.86 | 16.87 | 36.76 |
| Draw Down(%) | NA | 21.76 | 45.80 | NA | NA | NA | NA | … | … | 20.99 | 8.96 | 45.80 | 8.38 | 6.10 |
| Yield(%) | 0.00 | 26.93 | 11.17 | 7.75 | 3.87 | 2.58 | 1.94 | … | … | 22.30 | 4.14 | 0.30 | 4.68 | 0.00 |
Data as of 07/08/2022, Common starting date is 12/19/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MPUSX (Mondrian U.S. Small Cap Equity Fund) |
2.29%
Apr 2019 – Apr 2022 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MPUSX (Mondrian U.S. Small Cap Equity Fund) |
13.18%
Jun 2019 – Jun 2022 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart