Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MVPFX (MARATHON VALUE PORTFOLIO MARATHON VALUE PORTFOLIO) | NA | -355.58% | nan% | nan% | nan% | nan% | nan% | … | … |
Data as of 12/23/2022, Common starting date is 03/28/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MVPFX (MARATHON VALUE PORTFOLIO MARATHON VALUE PORTFOLIO) | 03/28/2000 | 12/23/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -355.58 | nan | nan | nan | nan | nan | … | … | -351.77 | 14.65 | 13.49 | 29.18 | -5.61 | 16.45 | 13.73 | -1.97 | 7.37 | 26.89 | 12.86 | -0.30 | 15.87 | 20.29 | -23.33 | 3.10 | 11.77 | 3.89 | 13.20 | 25.33 | -11.88 | 3.54 | 16.06 |
| Sharpe Ratio | NA | -0.74 | -0.37 | -0.22 | 0.02 | NA | NA | … | … | -0.75 | 0.92 | 0.39 | 2.20 | -0.43 | 2.45 | 1.12 | -0.15 | 0.75 | 2.82 | 1.21 | -0.02 | 1.11 | 0.97 | -0.96 | 0.01 | 0.98 | 0.21 | 1.40 | 2.15 | -0.82 | 0.10 | 0.85 |
| Standard Deviation(%) | NA | 87.89 | 54.93 | 43.56 | 31.68 | NA | NA | … | … | 90.53 | 15.93 | 34.10 | 12.62 | 16.18 | 6.47 | 11.98 | 13.46 | 9.80 | 9.54 | 10.64 | 20.21 | 14.25 | 20.78 | 25.10 | 10.96 | 8.68 | 7.99 | 8.78 | 11.44 | 15.84 | 11.79 | 20.53 |
| Draw Down(%) | NA | 352.11 | 352.11 | 352.11 | 352.11 | NA | NA | … | … | 353.17 | 11.16 | 34.31 | 7.02 | 18.82 | 3.04 | 8.39 | 10.75 | 8.12 | 5.09 | 7.51 | 16.11 | 11.27 | 21.89 | 33.90 | 7.33 | 7.95 | 5.43 | 5.26 | 9.93 | 22.81 | 13.70 | 11.84 |
| Yield(%) | 0.00 | 47.73 | 25.57 | 19.13 | 16.53 | 12.79 | 16.13 | … | … | 47.23 | 11.54 | 8.04 | 9.30 | 4.12 | 6.95 | 2.06 | 1.41 | 2.50 | 3.77 | 1.76 | 0.67 | 0.73 | 0.95 | 1.32 | 3.12 | 2.67 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.93 |
Data as of 12/23/2022, Common starting date is 03/28/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MVPFX (MARATHON VALUE PORTFOLIO MARATHON VALUE PORTFOLIO) |
-9.75%
Feb 2006 – Feb 2009 |
-2.79%
Feb 2004 – Feb 2009 |
4.03%
Aug 2000 – Aug 2010 |
5.75%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MVPFX (MARATHON VALUE PORTFOLIO MARATHON VALUE PORTFOLIO) |
22.78%
Dec 2018 – Dec 2021 |
18.48%
Feb 2009 – Feb 2014 |
13.31%
Dec 2011 – Dec 2021 |
9.56%
Aug 2006 – Aug 2021 |
Annualized Rolling Returns Comparison Chart