Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TMFGX (MOTLEY FOOL GREAT AMERICA FUND INVESTOR SHARES) | NA | 2.84% | 20.20% | 14.87% | 13.68% | NA | NA | … | … |
Data as of 01/06/2022, Common starting date is 11/05/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TMFGX (MOTLEY FOOL GREAT AMERICA FUND INVESTOR SHARES) | 11/05/2010 | 01/06/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.84 | 20.20 | 14.87 | 13.68 | NA | NA | … | … | 0.00 | 2.29 | 32.57 | 30.12 | -11.34 | 29.19 | 7.28 | -2.89 | 8.49 | 37.70 | 17.15 | 0.91 | 5.44 |
| Sharpe Ratio | NA | 0.16 | 0.88 | 0.69 | 0.76 | NA | NA | … | … | 0.00 | 0.13 | 0.98 | 1.81 | -0.67 | 2.78 | 0.43 | -0.21 | 0.69 | 3.26 | 1.12 | 0.03 | 3.76 |
| Standard Deviation(%) | NA | 17.16 | 23.19 | 20.51 | 17.53 | NA | NA | … | … | NA | 17.32 | 32.97 | 15.83 | 18.97 | 10.32 | 16.29 | 13.65 | 12.21 | 11.56 | 15.35 | 27.13 | 11.19 |
| Draw Down(%) | NA | 11.54 | 31.47 | 31.47 | 31.47 | NA | NA | … | … | 0.00 | 11.54 | 31.47 | 8.65 | 27.43 | 5.01 | 13.91 | 12.99 | 8.21 | 4.36 | 11.42 | 22.76 | 2.17 |
| Yield(%) | 0.00 | 7.09 | 11.18 | 9.41 | 8.62 | 6.25 | 4.69 | … | … | 0.00 | 7.18 | 13.43 | 7.20 | 4.70 | 6.70 | 0.00 | 0.15 | 0.23 | 1.93 | 0.26 | 0.01 | 0.00 |
Data as of 01/06/2022, Common starting date is 11/05/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TMFGX (MOTLEY FOOL GREAT AMERICA FUND INVESTOR SHARES) |
2.59%
Oct 2013 – Oct 2016 |
4.53%
Mar 2015 – Mar 2020 |
12.60%
Mar 2011 – Mar 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TMFGX (MOTLEY FOOL GREAT AMERICA FUND INVESTOR SHARES) |
22.15%
Sep 2011 – Sep 2014 |
19.35%
Oct 2016 – Oct 2021 |
15.70%
Sep 2011 – Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart