Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MMTHF (Momentum Group Limited) | NA | 21.31% | -17.67% | -11.01% | 11.33% | 9.50% | 8.45% | … | … |
Data as of 09/26/2025, Common starting date is 02/12/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MMTHF (Momentum Group Limited) | 02/12/2004 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 21.31 | -17.67 | -11.01 | 11.33 | 9.50 | 8.45 | … | … | 14.92 | -53.65 | 4.79 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 60.97 | 363.07 | 54.92 | -47.51 | 40.85 | 36.43 |
| Sharpe Ratio | NA | 1.63 | -0.42 | -0.34 | 0.31 | NA | NA | … | … | 1.55 | -0.66 | 0.34 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.96 | 3.21 | 0.07 | NA | NA | 0.02 |
| Standard Deviation(%) | NA | 11.24 | 50.46 | 39.06 | 58.08 | NA | NA | … | … | 11.49 | 86.60 | 3.32 | NA | NA | NA | NA | NA | 63.04 | 112.95 | 114.62 | 0.00 | 0.00 | 656.24 |
| Draw Down(%) | NA | 0.00 | 57.83 | 57.83 | 57.83 | NA | NA | … | … | 0.00 | 57.83 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 32.76 | 27.75 | 35.57 | 47.51 | 0.00 | 35.79 |
| Yield(%) | 0.00 | 18.70 | 5.50 | 3.30 | 18.83 | 8.41 | 8.19 | … | … | 13.43 | 6.22 | 4.62 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 43.77 | 124.60 | 33.33 | 0.00 | 0.00 | 0.00 |
Data as of 09/26/2025, Common starting date is 02/12/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MMTHF (Momentum Group Limited) |
-22.80%
Jun 2021 – Jun 2024 |
-14.38%
Jun 2019 – Jun 2024 |
26.32%
Aug 2015 – Aug 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MMTHF (Momentum Group Limited) |
163.86%
Feb 2015 – Feb 2018 |
79.30%
Aug 2015 – Aug 2020 |
26.32%
Aug 2015 – Aug 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart