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
MARXX NA -63.05% -82.62% -57.65% 0.69% -33.57% -21.97%
Data as of 07/22/2022, Common starting date is 08/27/1993
More Performance Analytics Comparison
Name Start Date End Date
MARXX 08/27/1993 07/22/2022
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) -63.05 -82.62 -57.65 0.69 -33.57 -21.97
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 0.00 0.19 0.30 11.60 0.02 0.04
Data as of 07/22/2022, Common starting date is 08/27/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MARXX (MARXX) -87.38%
Feb 2007 – Feb 2010
-71.18%
Sep 2007 – Sep 2012
-47.54%
Nov 2000 – Nov 2010
-34.95%
Nov 2000 – Nov 2015
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MARXX (MARXX) 492.02%
Dec 2015 – Dec 2018
192.62%
Apr 2014 – Apr 2019
63.75%
Dec 2009 – Dec 2019
8.05%
Mar 2004 – Mar 2019
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return