Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MBPG | NA | 31.58% | -47.72% | -55.45% | -41.19% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 11/29/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MBPG | 11/29/2012 | 06/10/2026 |
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 31.58 | -47.72 | -55.45 | -41.19 | NA | NA | … | … |
| 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … |
Data as of 06/10/2026, Common starting date is 11/29/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBPG (MBPG) |
-81.88%
Dec 2021 – Dec 2024 |
-65.15%
Jan 2013 – Jan 2018 |
-54.83%
Jul 2014 – Jul 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBPG (MBPG) |
49.00%
May 2015 – May 2018 |
16.36%
Jun 2015 – Jun 2020 |
-24.62%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart