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
MXGEX NA 5.72% 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
MXGEX 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 5.72 NA NA NA NA NA 5.59 0.52 -1.65
Sharpe Ratio NA 1.13 NA NA NA NA NA 1.39 -0.17 -0.58
Standard Deviation(%) NA 4.64 NA NA NA NA NA 5.08 5.35 11.73
Draw Down(%) NA 7.55 NA NA NA NA NA 7.55 5.30 4.24
Yield(%) 0.00 2.51 1.03 0.62 0.31 0.21 0.16 0.00 2.68 0.45
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
MXGEX (MXGEX) 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
MXGEX (MXGEX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return