Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MGGPX (GLOBAL OPPORTUNITY PORTFOLIO CLASS A) | 3.85% | 2.97% | 19.58% | 4.67% | 14.15% | 12.81% | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/25/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MGGPX (GLOBAL OPPORTUNITY PORTFOLIO CLASS A) | 05/25/2010 | 06/05/2026 |
| 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 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.29 | 2.97 | 19.58 | 4.67 | 14.15 | 12.81 | NA | … | … | 3.85 | 12.06 | 27.16 | 49.29 | -41.77 | -0.05 | 55.05 | 35.03 | -5.96 | 49.03 | 0.63 | 18.17 | 8.54 | 39.80 | 9.65 | -11.68 | 36.64 |
| Sharpe Ratio | NA | 0.02 | 0.83 | 0.09 | 0.55 | NA | NA | … | … | 0.29 | 0.42 | 1.41 | 2.40 | -1.06 | 0.00 | 1.73 | 2.38 | -0.38 | 5.53 | 0.03 | 1.09 | 0.54 | 3.23 | 0.67 | -0.46 | 3.55 |
| Standard Deviation(%) | NA | 18.63 | 19.61 | 25.24 | 22.67 | NA | NA | … | … | 22.97 | 21.72 | 16.64 | 19.22 | 40.74 | 19.38 | 31.51 | 14.07 | 19.35 | 8.79 | 15.96 | 16.61 | 15.88 | 12.30 | 14.43 | 25.41 | 18.89 |
| Draw Down(%) | NA | 20.29 | 21.34 | 51.14 | 51.83 | NA | NA | … | … | 17.31 | 21.34 | 8.88 | 15.02 | 46.85 | 13.66 | 27.19 | 7.70 | 23.92 | 3.60 | 14.35 | 14.15 | 11.21 | 6.89 | 14.65 | 25.04 | 6.84 |
| Yield(%) | 0.00 | 9.93 | 10.11 | 6.49 | 9.97 | 10.16 | 11.25 | … | … | 0.00 | 11.16 | 11.83 | 3.28 | 11.35 | 4.89 | 1.81 | 0.00 | 0.75 | 0.59 | 6.99 | 1.50 | 6.49 | 12.65 | 4.20 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 05/25/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGGPX (GLOBAL OPPORTUNITY PORTFOLIO CLASS A) |
-6.02%
Oct 2020 – Oct 2023 |
2.06%
Mar 2021 – Mar 2026 |
11.52%
Oct 2013 – Oct 2023 |
11.80%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGGPX (GLOBAL OPPORTUNITY PORTFOLIO CLASS A) |
32.41%
Sep 2022 – Sep 2025 |
27.22%
Feb 2016 – Feb 2021 |
19.29%
Sep 2011 – Sep 2021 |
15.62%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart