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
MXGFX NA -8.72% 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
MXGFX 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 (%) 2.08 -8.72 NA NA NA NA NA -15.14 19.18 -29.60
Sharpe Ratio NA -0.23 NA NA NA NA NA -0.43 0.94 -1.55
Standard Deviation(%) NA 39.56 NA NA NA NA NA 44.93 18.97 44.67
Draw Down(%) NA 45.53 NA NA NA NA NA 45.53 14.86 30.84
Yield(%) 0.00 0.00 2.69 1.61 0.81 0.54 0.40 0.00 0.45 7.72
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
MXGFX (MXGFX) 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
MXGFX (MXGFX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return