Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MGPUF (M&G Plc) | 17.12% | 41.50% | 30.25% | 12.93% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/24/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MGPUF (M&G Plc) | 10/24/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.70 | 41.50 | 30.25 | 12.93 | NA | NA | NA | … | … | 17.12 | 64.48 | 1.00 | 33.30 | -11.27 | 13.25 | -13.96 | 14.49 |
| Sharpe Ratio | NA | 1.00 | 0.55 | 0.21 | NA | NA | NA | … | … | 0.74 | 1.23 | -0.05 | 0.78 | -0.24 | 0.36 | -0.17 | 5.45 |
| Standard Deviation(%) | NA | 43.08 | 47.37 | 46.76 | NA | NA | NA | … | … | 43.26 | 50.32 | 52.99 | 38.52 | 53.22 | 36.33 | 83.55 | 19.96 |
| Draw Down(%) | NA | 19.38 | 24.13 | 46.46 | NA | NA | NA | … | … | 19.38 | 20.46 | 21.71 | 17.94 | 39.69 | 30.39 | 59.63 | 2.13 |
| Yield(%) | 0.00 | 8.55 | 10.77 | 6.88 | 5.23 | 3.49 | 2.62 | … | … | 4.88 | 10.11 | 10.74 | 8.84 | 6.77 | 7.21 | 3.36 | 0.00 |
Data as of 06/05/2026, Common starting date is 10/24/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGPUF (M&G Plc) |
-4.73%
Dec 2019 – Dec 2022 |
3.09%
Dec 2019 – Dec 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGPUF (M&G Plc) |
35.32%
Sep 2022 – Sep 2025 |
24.96%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart