Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MNODF (Mondi plc) | -10.81% | -39.19% | -11.02% | -14.02% | -2.89% | 2.80% | NA | … | … |
Data as of 06/08/2026, Common starting date is 01/28/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MNODF (Mondi plc) | 01/28/2009 | 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 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -39.19 | -11.02 | -14.02 | -2.89 | 2.80 | NA | … | … | -10.81 | -15.53 | -22.67 | 16.19 | -26.27 | 9.51 | -7.38 | 11.94 | -5.12 | 30.06 | -0.09 | 31.16 | -7.85 | 70.09 | 48.59 | -12.50 | 42.86 | 115.38 |
| Sharpe Ratio | NA | -0.95 | -0.32 | -0.38 | -0.10 | NA | NA | … | … | -0.59 | -0.44 | -0.51 | 0.38 | -0.63 | 0.20 | -0.10 | 0.23 | -0.17 | 1.53 | -0.01 | 1.15 | -0.45 | 2.04 | 1.71 | -0.10 | 0.29 | 0.35 |
| Standard Deviation(%) | NA | 44.90 | 44.56 | 44.10 | 44.81 | NA | NA | … | … | 44.10 | 42.00 | 51.20 | 33.06 | 44.02 | 47.61 | 74.02 | 46.40 | 38.41 | 19.31 | 23.34 | 27.12 | 17.63 | 34.33 | 25.93 | 136.02 | 136.86 | 423.19 |
| Draw Down(%) | NA | 40.16 | 50.37 | 58.81 | 58.81 | NA | NA | … | … | 25.57 | 35.69 | 34.12 | 20.52 | 39.54 | 21.56 | 48.32 | 26.19 | 33.62 | 8.27 | 20.95 | 0.00 | 13.84 | 0.00 | 1.72 | 30.21 | 16.31 | 32.97 |
| Yield(%) | 0.00 | 1.99 | 7.59 | 3.90 | 5.58 | 7.79 | 22.18 | … | … | 0.51 | 5.70 | 13.29 | 4.56 | 2.80 | 2.65 | 3.89 | 3.58 | 12.61 | 3.16 | 2.58 | 0.00 | 3.09 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/08/2026, Common starting date is 01/28/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MNODF (Mondi plc) |
-13.69%
Aug 2021 – Aug 2024 |
-15.53%
May 2021 – May 2026 |
-2.89%
May 2016 – May 2026 |
5.86%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MNODF (Mondi plc) |
84.68%
Jul 2010 – Jul 2013 |
49.45%
Jul 2010 – Jul 2015 |
26.28%
Aug 2010 – Aug 2020 |
16.76%
Jul 2010 – Jul 2025 |
Annualized Rolling Returns Comparison Chart