Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MACGX (MID CAP GROWTH PORTFOLIO CLASS A SHARES) | -1.15% | -2.09% | 23.15% | -5.30% | 13.73% | 9.90% | 9.86% | … | … |
Data as of 06/05/2026, Common starting date is 02/03/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MACGX (MID CAP GROWTH PORTFOLIO CLASS A SHARES) | 02/03/1997 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -7.71 | -2.09 | 23.15 | -5.30 | 13.73 | 9.90 | 9.86 | … | … | -1.15 | 17.34 | 42.06 | 46.30 | -63.51 | -12.84 | 142.01 | 39.42 | 11.85 | 38.99 | -13.69 | -5.91 | 0.86 | 38.04 | 9.21 | -7.09 | 32.68 | 59.71 | -47.37 | 22.48 | 9.87 | 18.07 | 21.70 | 42.24 | -31.01 | -29.78 | -7.76 | 68.80 | 37.19 | 8.68 |
| Sharpe Ratio | NA | 0.02 | 0.74 | -0.16 | 0.37 | NA | NA | … | … | 0.25 | 0.47 | 1.37 | 1.24 | -1.03 | -0.38 | 3.41 | 1.59 | 0.38 | 3.11 | -0.81 | -0.38 | 0.05 | 2.99 | 0.64 | -0.28 | 1.59 | 1.97 | -1.05 | 1.06 | 0.41 | 1.22 | 1.48 | 2.17 | -1.16 | -1.05 | -0.28 | 2.79 | 1.24 | 0.21 |
| Standard Deviation(%) | NA | 27.97 | 30.64 | 40.19 | 34.59 | NA | NA | … | … | 31.05 | 32.75 | 28.07 | 34.66 | 63.47 | 33.76 | 41.33 | 23.85 | 27.63 | 12.37 | 17.21 | 15.59 | 17.71 | 12.73 | 14.39 | 25.66 | 20.44 | 30.32 | 45.78 | 18.23 | 15.66 | 12.99 | 14.00 | 19.09 | 27.66 | 31.04 | 42.76 | 23.42 | 27.29 | 28.35 |
| Draw Down(%) | NA | 27.55 | 28.55 | 73.15 | 75.49 | NA | NA | … | … | 20.09 | 28.55 | 12.96 | 25.08 | 65.07 | 33.00 | 36.59 | 17.90 | 26.78 | 4.35 | 21.78 | 16.28 | 18.15 | 5.61 | 15.47 | 24.32 | 10.81 | 20.10 | 58.24 | 10.89 | 16.11 | 8.40 | 11.39 | 11.39 | 38.32 | 45.28 | 32.88 | 11.53 | 34.88 | 23.38 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 6.26 | 13.26 | 9.20 | 10.94 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 30.36 | 21.45 | 18.77 | 25.36 | 44.81 | 38.46 | 11.59 | 14.38 | 7.77 | 3.96 | 4.97 | 0.13 | 0.00 | 0.00 | 0.24 | 0.21 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 12.42 | 20.12 | 19.14 | 0.00 |
Data as of 06/05/2026, Common starting date is 02/03/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MACGX (MID CAP GROWTH PORTFOLIO CLASS A SHARES) |
-27.85%
Feb 2000 – Feb 2003 |
-8.76%
Feb 2021 – Feb 2026 |
-1.26%
Feb 2000 – Feb 2010 |
3.04%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MACGX (MID CAP GROWTH PORTFOLIO CLASS A SHARES) |
56.83%
Feb 2018 – Feb 2021 |
42.83%
Feb 2016 – Feb 2021 |
20.64%
Oct 2011 – Oct 2021 |
16.25%
Feb 2006 – Feb 2021 |
Annualized Rolling Returns Comparison Chart