Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MGAMX (McCarthy Multi-Cap Stock Instl ) | NA | 10.59% | 5.57% | 2.41% | NA | NA | NA | … | … |
Data as of 03/14/2011, Common starting date is 08/10/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MGAMX (McCarthy Multi-Cap Stock Instl ) | 08/10/2001 | 03/14/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 10.59 | 5.57 | 2.41 | NA | NA | NA | … | … | 3.96 | 9.03 | 36.75 | -31.87 | 1.47 | 7.14 | 8.04 | 11.12 | 32.26 | -25.12 | 3.19 |
| Sharpe Ratio | NA | 0.80 | 0.18 | 0.04 | NA | NA | NA | … | … | 3.39 | 0.65 | 1.37 | -0.82 | -0.08 | 0.40 | 0.66 | 1.00 | 2.06 | -1.09 | 0.40 |
| Standard Deviation(%) | NA | 13.09 | 28.70 | 24.77 | NA | NA | NA | … | … | 6.50 | 13.66 | 26.69 | 39.71 | 19.71 | 9.59 | 8.91 | 10.18 | 15.29 | 23.98 | 18.16 |
| Draw Down(%) | NA | 11.69 | 45.96 | 50.88 | NA | NA | NA | … | … | 1.60 | 11.69 | 25.73 | 46.25 | 10.18 | 9.76 | 5.84 | 8.14 | 15.99 | 39.39 | 15.66 |
| Yield(%) | 0.00 | 0.72 | 0.72 | 3.26 | 2.57 | 1.71 | 1.28 | … | … | 0.00 | 0.73 | 0.59 | 0.85 | 9.74 | 4.80 | 5.66 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 03/14/2011, Common starting date is 08/10/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGAMX (McCarthy Multi-Cap Stock Instl ) |
-14.74%
Feb 2006 – Feb 2009 |
-5.61%
Feb 2004 – Feb 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGAMX (McCarthy Multi-Cap Stock Instl ) |
21.17%
Mar 2003 – Mar 2006 |
14.56%
Sep 2002 – Sep 2007 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart