Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PEGAX (CMG GLOBAL MACRO STRATEGY FUND CMG GLOBAL MACRO STRATEGY FUND CLASS A SHARES) | NA | 6.31% | 4.55% | NA | NA | NA | NA | … | … |
Data as of 06/20/2025, Common starting date is 10/01/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PEGAX (CMG GLOBAL MACRO STRATEGY FUND CMG GLOBAL MACRO STRATEGY FUND CLASS A SHARES) | 10/01/2020 | 06/20/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.11 | 6.31 | 4.55 | NA | NA | NA | NA | … | … | 3.39 | 4.76 | 5.20 | -6.86 | 2.57 | 3.30 |
| Sharpe Ratio | NA | 0.81 | 0.27 | NA | NA | NA | NA | … | … | 1.06 | 0.30 | 0.32 | -2.09 | 2.18 | 8.50 |
| Standard Deviation(%) | NA | 3.77 | 4.37 | NA | NA | NA | NA | … | … | 4.13 | 3.85 | 4.90 | 3.98 | 1.17 | 1.63 |
| Draw Down(%) | NA | 2.44 | 5.88 | NA | NA | NA | NA | … | … | 2.44 | 2.12 | 5.14 | 10.65 | 1.07 | 0.30 |
| Yield(%) | 0.00 | 5.08 | 4.90 | 3.49 | 1.74 | 1.16 | 0.87 | … | … | 2.06 | 5.20 | 3.74 | 4.47 | 2.19 | 0.41 |
Data as of 06/20/2025, Common starting date is 10/01/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEGAX (CMG GLOBAL MACRO STRATEGY FUND CMG GLOBAL MACRO STRATEGY FUND CLASS A SHARES) |
-0.40%
Apr 2021 – Apr 2024 |
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 |
|---|---|---|---|---|
| PEGAX (CMG GLOBAL MACRO STRATEGY FUND CMG GLOBAL MACRO STRATEGY FUND CLASS A SHARES) |
3.43%
May 2022 – May 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart