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
MXGZX NA 6.37% NA NA NA NA NA
Data as of 10/07/2020, Common starting date is 05/03/2019
More Performance Analytics Comparison
Name Start Date End Date
MXGZX 05/03/2019 10/07/2020
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2020 2019
Annualized Return (%) 0.39 6.37 NA NA NA NA NA -2.71 4.50
Sharpe Ratio NA 0.20 NA NA NA NA NA -0.11 0.44
Standard Deviation(%) NA 29.68 NA NA NA NA NA 33.66 12.62
Draw Down(%) NA 33.18 NA NA NA NA NA 33.18 6.68
Yield(%) 0.00 1.59 0.72 0.43 0.22 0.14 0.11 0.36 1.77
Data as of 10/07/2020, 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
MXGZX (MXGZX) 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
MXGZX (MXGZX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return