Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MGVIX (Marshall Government Income A) | NA | 7.68% | 6.74% | 6.10% | 5.33% | NA | NA | … | … |
Data as of 12/30/2010, Common starting date is 04/23/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MGVIX (Marshall Government Income A) | 04/23/1999 | 12/30/2010 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.68 | 6.74 | 6.10 | 5.33 | NA | NA | … | … | 7.74 | 12.74 | 0.13 | 5.80 | 4.51 | 2.26 | 3.60 | 2.86 | 7.96 | 6.73 | 9.47 | -0.20 |
| Sharpe Ratio | NA | 3.05 | 1.25 | 1.02 | 1.01 | NA | NA | … | … | 3.07 | 2.73 | -0.11 | 0.82 | 0.44 | 0.04 | 0.79 | 0.76 | 2.21 | 1.20 | 1.65 | -0.98 |
| Standard Deviation(%) | NA | 2.49 | 5.28 | 4.53 | 3.88 | NA | NA | … | … | 2.50 | 4.63 | 7.45 | 3.41 | 2.79 | 2.35 | 3.35 | 2.87 | 3.11 | 3.72 | 3.30 | 3.64 |
| Draw Down(%) | NA | 1.12 | 8.03 | 8.03 | 8.03 | NA | NA | … | … | 1.12 | 2.39 | 8.03 | 2.08 | 1.20 | 1.80 | 3.08 | 1.33 | 1.78 | 2.76 | 1.91 | 2.46 |
| Yield(%) | 0.00 | 2.41 | 4.65 | 4.60 | 4.48 | 3.62 | 2.71 | … | … | 2.15 | 4.46 | 7.23 | 4.46 | 4.16 | 3.87 | 4.22 | 3.52 | 4.73 | 5.68 | 6.05 | 4.19 |
Data as of 12/30/2010, Common starting date is 04/23/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGVIX (Marshall Government Income A) |
2.66%
May 2003 – May 2006 |
2.85%
Feb 2004 – Feb 2009 |
4.82%
May 1999 – May 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGVIX (Marshall Government Income A) |
8.22%
Jan 2000 – Jan 2003 |
6.40%
Oct 2005 – Oct 2010 |
5.85%
May 2000 – May 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart