Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
MGYR (Magyar Bancorp, Inc.) -0.21% 8.96% 20.78% 10.56% 8.95% 10.59% 3.43%
Data as of 06/05/2026, Common starting date is 01/24/2006
More Performance Analytics Comparison
Name Start Date End Date
MGYR (Magyar Bancorp, Inc.) 01/24/2006 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 2009 2008 2007 2006
Annualized Return (%) -1.45 8.96 20.78 10.56 8.95 10.59 3.43 -0.21 19.88 32.58 -10.70 6.10 57.15 -21.63 0.41 -4.30 6.67 19.88 18.60 13.14 77.62 70.73 -38.50 0.00 -32.66 -44.23 -22.60 29.20
Sharpe Ratio NA 0.29 0.73 0.38 0.24 NA NA -0.12 0.83 1.15 -0.57 0.30 1.57 -0.44 -0.04 -0.26 0.25 0.84 0.61 0.49 1.72 0.82 -0.45 0.00 -0.24 -0.58 -1.36 1.34
Standard Deviation(%) NA 21.66 23.97 22.70 28.14 NA NA 24.96 20.62 25.23 25.21 15.71 36.43 49.34 27.55 21.72 24.11 23.31 30.31 27.03 45.23 86.67 85.43 76.98 135.93 78.16 18.95 20.87
Draw Down(%) NA 12.88 20.00 30.37 45.32 NA NA 12.88 8.59 9.19 30.37 8.56 16.09 39.68 8.96 11.18 13.60 7.67 12.20 9.93 13.64 29.36 63.28 37.00 60.67 57.52 31.67 10.45
Yield(%) 0.00 1.76 2.54 1.68 1.20 1.54 0.50 1.14 1.38 2.12 1.56 1.62 1.18 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 06/05/2026, Common starting date is 01/24/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MGYR (Magyar Bancorp, Inc.) -35.87%
Oct 2006 – Oct 2009
-29.13%
Dec 2006 – Dec 2011
-2.63%
Sep 2006 – Sep 2016
-0.08%
Apr 2007 – Apr 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MGYR (Magyar Bancorp, Inc.) 50.82%
Dec 2011 – Dec 2014
37.29%
Dec 2011 – Dec 2016
19.93%
Dec 2011 – Dec 2021
13.36%
Aug 2010 – Aug 2025
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return