Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MIGIX (GLOBAL ADVANTAGE PORTFOLIO CLASS I) | -3.93% | -1.09% | 24.05% | -9.77% | 7.57% | 8.07% | NA | … | … |
Data as of 06/08/2026, Common starting date is 12/30/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MIGIX (GLOBAL ADVANTAGE PORTFOLIO CLASS I) | 12/30/2010 | 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 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -7.56 | -1.09 | 24.05 | -9.77 | 7.57 | 8.07 | NA | … | … | -3.93 | 16.07 | 48.18 | 50.84 | -57.70 | -45.83 | 102.46 | 31.53 | -5.74 | 41.70 | 0.22 | 3.85 | 0.83 | 29.72 | 22.83 | 0.28 | -0.10 |
| Sharpe Ratio | NA | -0.10 | 0.67 | -0.29 | 0.17 | NA | NA | … | … | -0.41 | 0.38 | 1.65 | 1.55 | -1.02 | -0.87 | 2.70 | 1.96 | -0.35 | 4.74 | 0.00 | 0.25 | 0.07 | 2.73 | 1.81 | 0.01 | NA |
| Standard Deviation(%) | NA | 28.96 | 30.76 | 42.61 | 34.30 | NA | NA | … | … | 33.04 | 34.41 | 27.06 | 30.76 | 58.26 | 52.79 | 37.67 | 15.36 | 20.14 | 8.69 | 14.66 | 15.38 | 11.77 | 10.86 | 12.67 | 21.56 | 0.00 |
| Draw Down(%) | NA | 28.44 | 31.83 | 79.44 | 80.45 | NA | NA | … | … | 20.24 | 31.83 | 12.29 | 24.36 | 59.22 | 54.25 | 29.99 | 10.51 | 23.13 | 3.37 | 14.08 | 14.49 | 8.32 | 7.44 | 11.48 | 18.32 | 0.10 |
| Yield(%) | 0.00 | 0.00 | 0.75 | 0.15 | 4.63 | 5.93 | 4.72 | … | … | 0.00 | 0.00 | 2.02 | 0.00 | 0.00 | 0.02 | 12.93 | 2.83 | 4.09 | 14.21 | 2.18 | 6.96 | 6.81 | 9.51 | 8.61 | 0.65 | 0.00 |
Data as of 06/08/2026, Common starting date is 12/30/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIGIX (GLOBAL ADVANTAGE PORTFOLIO CLASS I) |
-31.08%
Jan 2021 – Jan 2024 |
-12.26%
Feb 2021 – Feb 2026 |
0.15%
Oct 2013 – Oct 2023 |
7.53%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIGIX (GLOBAL ADVANTAGE PORTFOLIO CLASS I) |
37.85%
Sep 2022 – Sep 2025 |
32.50%
Feb 2016 – Feb 2021 |
19.82%
Sep 2011 – Sep 2021 |
8.33%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart