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
MXGCX NA 9.77% NA NA NA NA NA
Data as of 08/19/2020, Common starting date is 05/03/2019
More Performance Analytics Comparison
Name Start Date End Date
MXGCX 05/03/2019 08/19/2020
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2020 2019
Annualized Return (%) -0.48 9.77 NA NA NA NA NA 0.38 3.05
Sharpe Ratio NA 0.10 NA NA NA NA NA -0.10 0.23
Standard Deviation(%) NA 27.14 NA NA NA NA NA 33.28 14.34
Draw Down(%) NA 32.55 NA NA NA NA NA 31.26 6.50
Yield(%) 2.00 4.55 1.68 1.01 0.50 0.34 0.25 2.33 2.56
Data as of 08/19/2020, Common starting date is 05/03/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MXGCX (MXGCX) 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
MXGCX (MXGCX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return