Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MTNOY (MTN Group Ltd PK) | 27.19% | 76.35% | 29.39% | 13.07% | 8.45% | 1.39% | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/21/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MTNOY (MTN Group Ltd PK) | 01/21/2010 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.99 | 76.35 | 29.39 | 13.07 | 8.45 | 1.39 | NA | … | … | 27.19 | 118.76 | -20.05 | -13.01 | -29.14 | 160.00 | -24.51 | 2.68 | -40.86 | 27.11 | 16.22 | -52.14 | -5.93 | 2.92 | 27.47 | -10.66 | 49.84 |
| Sharpe Ratio | NA | 2.36 | 0.82 | 0.32 | 0.17 | NA | NA | … | … | 2.82 | 2.85 | -0.56 | -0.45 | -0.65 | 3.62 | -0.32 | 0.03 | -0.81 | 0.82 | 0.31 | -1.21 | -0.21 | 0.09 | 0.98 | -0.26 | 1.54 |
| Standard Deviation(%) | NA | 37.57 | 40.48 | 41.88 | 46.94 | NA | NA | … | … | 36.77 | 40.83 | 42.51 | 37.12 | 47.52 | 44.24 | 78.05 | 35.14 | 52.51 | 32.47 | 51.65 | 43.20 | 27.90 | 31.90 | 28.36 | 40.45 | 34.39 |
| Draw Down(%) | NA | 21.67 | 48.64 | 68.65 | 83.75 | NA | NA | … | … | 16.17 | 24.71 | 34.88 | 41.75 | 53.21 | 14.60 | 72.00 | 26.01 | 57.02 | 15.41 | 26.74 | 61.44 | 28.14 | 20.84 | 14.19 | 28.10 | 25.93 |
| Yield(%) | 0.00 | 4.01 | 3.36 | 2.61 | 3.29 | 2.41 | 2.99 | … | … | 2.89 | 3.73 | 2.78 | 2.32 | 1.83 | 0.00 | 3.57 | 5.98 | 4.58 | 5.81 | 8.74 | 5.54 | 4.81 | 4.33 | 5.25 | 4.05 | 3.04 |
Data as of 06/05/2026, Common starting date is 01/21/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTNOY (MTN Group Ltd PK) |
-30.29%
Apr 2017 – Apr 2020 |
-28.90%
Apr 2015 – Apr 2020 |
-11.50%
Mar 2010 – Mar 2020 |
-0.92%
Feb 2010 – Feb 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTNOY (MTN Group Ltd PK) |
43.45%
Mar 2020 – Mar 2023 |
26.11%
Oct 2020 – Oct 2025 |
10.08%
May 2016 – May 2026 |
2.67%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart