Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
MXGAX NA 7.81% NA NA NA NA NA
Data as of 10/07/2020, Common starting date is 09/10/2018
More Performance Analytics Comparison
Name Start Date End Date
MXGAX 09/10/2018 10/07/2020
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2020 2019 2018
Annualized Return (%) 0.09 7.81 NA NA NA NA NA 7.81 -0.86 -2.00
Sharpe Ratio NA 1.69 NA NA NA NA NA 2.10 -0.50 -0.53
Standard Deviation(%) NA 4.35 NA NA NA NA NA 4.76 4.52 14.90
Draw Down(%) NA 6.14 NA NA NA NA NA 6.14 4.41 4.19
Yield(%) 0.00 1.75 1.34 0.80 0.40 0.27 0.20 0.00 4.09 0.00
Data as of 10/07/2020, Common starting date is 09/10/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MXGAX (MXGAX) 0.00%
NA
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
MXGAX (MXGAX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return