Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MTIPX (GLOBAL INFRASTRUCTURE PORTFOLIO CLASS A) | NA | -166,655.46% | nan% | nan% | nan% | NA | NA | nan% |
Data as of 11/13/2024, AR inception is 09/21/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MTIPX (GLOBAL INFRASTRUCTURE PORTFOLIO CLASS A) | 09/21/2010 | 11/13/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -166,655.46 | nan | nan | nan | NA | NA | nan | 13.47 | 3.75 | -21.15 | 7.47 | -5.39 | 27.77 | -8.33 | 12.37 | 15.30 | -14.09 | 14.95 | 17.69 | 17.85 | 15.67 | 4.76 |
| Sharpe Ratio | NA | 1.58 | -0.41 | -0.13 | 0.04 | NA | NA | 0.34 | 0.79 | -0.04 | -0.89 | 0.60 | -0.18 | 3.08 | -0.86 | 1.64 | 1.00 | -0.94 | 1.57 | 1.75 | 1.84 | 0.87 | 1.56 |
| Standard Deviation(%) | NA | 11.25 | 18.04 | 20.42 | 16.74 | NA | NA | 15.56 | 10.88 | 12.95 | 25.36 | 12.51 | 31.70 | 8.56 | 11.25 | 7.20 | 15.04 | 15.01 | 9.52 | 10.11 | 9.78 | 17.91 | 11.43 |
| Draw Down(%) | NA | 7.41 | 30.95 | 34.73 | 34.73 | NA | NA | 34.73 | 7.41 | 15.95 | 24.05 | 9.02 | 34.73 | 4.59 | 12.30 | 4.13 | 10.50 | 21.13 | 8.79 | 10.11 | 5.87 | 13.39 | 6.83 |
| Yield(%) | 0.00 | 123.86 | 29.99 | 19.77 | 11.81 | 14.19 | 10.65 | 15.21 | 113.19 | 2.97 | 2.11 | 2.11 | 0.44 | 3.54 | 7.30 | 7.96 | 3.93 | 4.21 | 6.89 | 6.74 | 5.58 | 4.99 | 0.75 |
Data as of 11/13/2024, AR inception is 09/21/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTIPX (GLOBAL INFRASTRUCTURE PORTFOLIO CLASS A) |
-7.95%
Apr 2021 - Apr 2024 |
-2.46%
Apr 2019 - Apr 2024 |
0.81%
Jun 2014 - Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTIPX (GLOBAL INFRASTRUCTURE PORTFOLIO CLASS A) |
20.40%
Sep 2011 - Sep 2014 |
13.20%
Sep 2011 - Sep 2016 |
9.28%
Nov 2010 - Nov 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart