Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MPGVX (Mondrian Global Equity Value Fund) | 2.78% | 15.83% | 16.11% | 9.02% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 07/01/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MPGVX (Mondrian Global Equity Value Fund) | 07/01/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.29 | 15.83 | 16.11 | 9.02 | NA | NA | NA | … | … | 2.78 | 28.63 | 6.64 | 22.43 | -9.49 | 10.90 | 18.34 |
| Sharpe Ratio | NA | 1.37 | 1.14 | 0.49 | NA | NA | NA | … | … | 0.51 | 1.84 | 0.29 | 1.73 | -0.58 | 1.05 | 2.91 |
| Standard Deviation(%) | NA | 11.72 | 12.16 | 13.60 | NA | NA | NA | … | … | 13.72 | 14.07 | 10.50 | 10.94 | 18.96 | 10.40 | 13.60 |
| Draw Down(%) | NA | 10.43 | 13.27 | 22.83 | NA | NA | NA | … | … | 10.43 | 11.72 | 10.12 | 8.78 | 22.83 | 6.64 | 6.41 |
| Yield(%) | 0.00 | 8.72 | 6.25 | 4.27 | 2.99 | 1.99 | 1.49 | … | … | 0.00 | 9.99 | 5.31 | 2.15 | 2.23 | 1.69 | 1.88 |
Data as of 06/10/2026, Common starting date is 07/01/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MPGVX (Mondrian Global Equity Value Fund) |
5.05%
May 2021 – May 2024 |
9.41%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MPGVX (Mondrian Global Equity Value Fund) |
22.05%
Sep 2022 – Sep 2025 |
13.41%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart