Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MCRUF (Morgan Advanced Materials plc) | 3.85% | 27.74% | -0.88% | -2.73% | 2.22% | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MCRUF (Morgan Advanced Materials plc) | 06/19/2012 | 06/11/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 27.74 | -0.88 | -2.73 | 2.22 | NA | NA | … | … | 3.85 | -4.06 | -3.62 | 48.17 | -42.84 | 15.31 | 10.69 | -9.22 | 8.67 | 16.48 | -1.25 | -16.00 | -2.16 | 56.35 | 1.29 |
| Sharpe Ratio | NA | 0.73 | -0.09 | -0.14 | 0.02 | NA | NA | … | … | 0.24 | -0.19 | -0.25 | 0.85 | -1.60 | 0.55 | 0.21 | -0.27 | 0.46 | 1.29 | -0.04 | -0.57 | -0.08 | 1.91 | 1.36 |
| Standard Deviation(%) | NA | 34.18 | 37.70 | 36.83 | 34.47 | NA | NA | … | … | 27.69 | 36.80 | 29.20 | 52.64 | 27.70 | 27.78 | 50.21 | 39.43 | 15.91 | 12.36 | 39.13 | 28.04 | 27.05 | 29.53 | 1.76 |
| Draw Down(%) | NA | 16.37 | 41.71 | 56.27 | 56.27 | NA | NA | … | … | 8.87 | 27.08 | 20.80 | 40.65 | 44.47 | 16.24 | 37.89 | 29.53 | 7.51 | 6.32 | 23.81 | 28.75 | 22.21 | 3.42 | 0.00 |
| Yield(%) | 0.00 | 6.70 | 4.52 | 3.55 | 3.68 | 3.66 | 2.75 | … | … | 3.08 | 4.96 | 4.39 | 6.40 | 3.28 | 2.23 | 2.55 | 2.54 | 2.69 | 3.05 | 3.17 | 2.39 | 2.29 | 3.49 | 1.27 |
Data as of 06/11/2026, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCRUF (Morgan Advanced Materials plc) |
-13.86%
May 2017 – May 2020 |
-11.79%
Mar 2015 – Mar 2020 |
-4.65%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCRUF (Morgan Advanced Materials plc) |
22.24%
Jul 2012 – Jul 2015 |
14.39%
Sep 2016 – Sep 2021 |
5.21%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart