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
MXGIX NA -19.48% 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
MXGIX 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 (%) 4.62 -19.48 NA NA NA NA NA -18.36 9.27 -9.43
Sharpe Ratio NA -0.45 NA NA NA NA NA -0.47 0.55 -0.65
Standard Deviation(%) NA 44.10 NA NA NA NA NA 50.07 14.25 44.58
Draw Down(%) NA 43.97 NA NA NA NA NA 43.97 12.12 17.93
Yield(%) 0.00 4.90 3.73 2.24 1.12 0.75 0.56 0.75 6.62 4.27
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
MXGIX (MXGIX) 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
MXGIX (MXGIX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return