Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MGHL (Morgan Group Holding Co) | 28.21% | 106.61% | 13.72% | -13.39% | -18.77% | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 09/26/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MGHL (Morgan Group Holding Co) | 09/26/2012 | 06/08/2026 |
| 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 | 106.61 | 13.72 | -13.39 | -18.77 | NA | NA | … | … | 28.21 | 18.90 | 72.63 | -52.50 | -6.98 | -69.29 | -88.58 | 513.00 | 0.00 | -76.19 | 162.50 | -54.29 | 87.37 | -53.30 | 207.69 |
| Sharpe Ratio | NA | 2.75 | 0.05 | -0.09 | -0.11 | NA | NA | … | … | 3.32 | 0.26 | 0.19 | -0.42 | -0.06 | -0.76 | -0.40 | 1.92 | -0.01 | -0.40 | 0.75 | -0.53 | 0.50 | -0.36 | 23.55 |
| Standard Deviation(%) | NA | 37.79 | 214.28 | 183.27 | 187.93 | NA | NA | … | … | 22.90 | 63.06 | 353.76 | 136.19 | 138.21 | 90.98 | 220.58 | 266.26 | 110.49 | 194.75 | 214.15 | 101.83 | 175.46 | 147.54 | 350.59 |
| Draw Down(%) | NA | 2.03 | 94.59 | 98.33 | 99.89 | NA | NA | … | … | 0.50 | 45.00 | 89.58 | 70.00 | 55.56 | 74.02 | 89.98 | 59.62 | 52.38 | 86.36 | 82.57 | 72.73 | 77.89 | 56.10 | 50.00 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/08/2026, Common starting date is 09/26/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGHL (Morgan Group Holding Co) |
-70.81%
Nov 2019 – Nov 2022 |
-60.64%
Nov 2019 – Nov 2024 |
-37.00%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGHL (Morgan Group Holding Co) |
40.76%
Jan 2013 – Jan 2016 |
12.65%
Nov 2014 – Nov 2019 |
-18.77%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart