Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MGPOX (GLOBAL STRATEGIST PORTFOLIO CLASS IS) | 7.38% | 17.89% | 13.90% | 5.21% | 7.47% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MGPOX (GLOBAL STRATEGIST PORTFOLIO CLASS IS) | 06/01/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 17.89 | 13.90 | 5.21 | 7.47 | NA | NA | … | … | 7.38 | 17.72 | 7.60 | 14.35 | -16.70 | 8.61 | 11.48 | 18.06 | -6.20 | 16.63 | 5.61 | -6.56 |
| Sharpe Ratio | NA | 1.54 | 1.14 | 0.23 | 0.53 | NA | NA | … | … | 0.95 | 1.66 | 0.52 | 1.27 | -1.24 | 1.09 | 0.54 | 2.54 | -0.96 | 3.61 | 0.56 | -1.08 |
| Standard Deviation(%) | NA | 8.42 | 8.70 | 10.05 | 10.71 | NA | NA | … | … | 10.75 | 8.97 | 7.69 | 8.47 | 14.63 | 7.90 | 20.88 | 6.52 | 7.94 | 4.44 | 9.55 | 10.06 |
| Draw Down(%) | NA | 7.64 | 8.58 | 25.15 | 26.43 | NA | NA | … | … | 7.64 | 8.35 | 3.95 | 8.58 | 24.90 | 3.60 | 26.43 | 4.45 | 12.74 | 1.27 | 6.19 | 10.06 |
| Yield(%) | 0.00 | 7.03 | 3.91 | 3.44 | 4.65 | 3.02 | 2.27 | … | … | 0.00 | 7.55 | 2.91 | 0.00 | 0.51 | 7.98 | 1.49 | 2.05 | 11.97 | 7.15 | 1.24 | 0.10 |
Data as of 06/05/2026, Common starting date is 06/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGPOX (GLOBAL STRATEGIST PORTFOLIO CLASS IS) |
-0.76%
Apr 2021 – Apr 2024 |
1.10%
Sep 2017 – Sep 2022 |
5.87%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGPOX (GLOBAL STRATEGIST PORTFOLIO CLASS IS) |
15.73%
Sep 2022 – Sep 2025 |
9.91%
Feb 2016 – Feb 2021 |
7.95%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart