Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MGAG (Mortgage Oil Corp) | NA | 3.81% | -1.62% | 3.51% | 23.33% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 02/25/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MGAG (Mortgage Oil Corp) | 02/25/2015 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.81 | -1.62 | 3.51 | 23.33 | NA | NA | … | … | -10.45 | 41.42 | -25.88 | 34.63 | -7.49 | 61.35 | 198.51 | 14.71 | 14.71 | 9.86 | 8.33 |
| Sharpe Ratio | NA | 0.06 | -0.23 | 0.04 | 0.47 | NA | NA | … | … | -1.31 | 1.43 | -1.15 | 1.86 | -0.15 | 1.02 | 1.71 | 0.98 | 1.03 | 1.03 | 1.13 |
| Standard Deviation(%) | NA | 13.68 | 21.82 | 33.92 | 46.36 | NA | NA | … | … | 12.91 | 24.63 | 26.42 | 17.97 | 48.59 | 59.88 | 115.37 | 13.75 | 13.75 | 9.40 | 8.67 |
| Draw Down(%) | NA | 10.45 | 26.91 | 27.14 | 27.14 | NA | NA | … | … | 10.45 | 8.96 | 26.91 | 2.78 | 22.39 | 19.39 | 17.01 | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 5.25 | 2.95 | 3.80 | 13.85 | 9.74 | 7.31 | … | … | 0.00 | 6.40 | 4.23 | 5.44 | 3.87 | 6.00 | 14.10 | 12.82 | 12.82 | 8.97 | 7.69 |
Data as of 09/26/2025, Common starting date is 02/25/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGAG (Mortgage Oil Corp) |
-2.63%
Dec 2020 – Dec 2023 |
4.00%
Jun 2020 – Jun 2025 |
23.33%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGAG (Mortgage Oil Corp) |
82.59%
Jan 2017 – Jan 2020 |
50.26%
Jun 2017 – Jun 2022 |
25.70%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart