Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MNRGX (GROWTH FUND GROWTH FUND) | 3.94% | 23.91% | 18.37% | 9.85% | 12.24% | 11.77% | 9.52% | … | … |
Data as of 06/10/2026, Common starting date is 05/10/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MNRGX (GROWTH FUND GROWTH FUND) | 05/10/2005 | 06/10/2026 |
| 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 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.47 | 23.91 | 18.37 | 9.85 | 12.24 | 11.77 | 9.52 | … | … | 3.94 | 15.40 | 24.36 | 22.77 | -21.52 | 22.07 | 13.39 | 30.79 | -6.01 | 25.18 | 4.49 | -0.15 | 13.13 | 35.05 | 13.36 | -1.60 | 19.18 | 39.11 | -41.12 | 6.31 | 4.43 | 14.29 |
| Sharpe Ratio | NA | 1.77 | 0.94 | 0.43 | 0.55 | NA | NA | … | … | 0.90 | 0.54 | 1.36 | 1.44 | -0.90 | 1.49 | 0.37 | 2.07 | -0.39 | 3.03 | 0.28 | -0.01 | 1.06 | 3.03 | 0.94 | -0.07 | 1.11 | 1.53 | -1.04 | 0.21 | 0.09 | 1.89 |
| Standard Deviation(%) | NA | 15.49 | 18.15 | 19.25 | 19.78 | NA | NA | … | … | 17.75 | 23.35 | 15.25 | 13.38 | 25.56 | 14.76 | 34.91 | 14.16 | 19.16 | 8.12 | 15.15 | 16.00 | 12.40 | 11.55 | 14.22 | 23.47 | 17.21 | 25.55 | 40.44 | 15.46 | 11.97 | 10.82 |
| Draw Down(%) | NA | 14.52 | 25.73 | 26.61 | 30.57 | NA | NA | … | … | 14.52 | 25.73 | 9.78 | 9.22 | 22.84 | 6.85 | 30.57 | 7.63 | 21.35 | 3.01 | 11.89 | 11.80 | 8.50 | 5.52 | 11.88 | 18.71 | 13.35 | 19.28 | 51.56 | 10.19 | 11.80 | 6.51 |
| Yield(%) | 0.00 | 9.41 | 7.21 | 4.19 | 5.17 | 5.97 | 5.22 | … | … | 0.00 | 9.09 | 6.34 | 3.57 | 0.10 | 0.00 | 0.00 | 3.81 | 7.77 | 0.78 | 0.06 | 3.34 | 0.61 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 3.09 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 05/10/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MNRGX (GROWTH FUND GROWTH FUND) |
-16.98%
Feb 2006 – Feb 2009 |
-1.86%
Aug 2005 – Aug 2010 |
5.21%
Jan 2006 – Jan 2016 |
7.36%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MNRGX (GROWTH FUND GROWTH FUND) |
26.38%
Feb 2009 – Feb 2012 |
23.03%
Feb 2009 – Feb 2014 |
15.71%
Feb 2009 – Feb 2019 |
13.90%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart