Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MPT | NA | 16.18% | -11.06% | -19.16% | -3.73% | 1.66% | NA | … | … |
Data as of 06/10/2026, Common starting date is 12/28/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MPT | 12/28/2007 | 06/10/2026 |
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 16.18 | -11.06 | -19.16 | -3.73 | 1.66 | NA | … | … |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | … | … |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | … | … |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | … | … |
| Yield(%) | 7.39 | 5.32 | 3.44 | 5.82 | 7.55 | 7.84 | … | … |
Data as of 06/10/2026, Common starting date is 12/28/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MPT (MPT) |
-42.66%
Jan 2021 – Jan 2024 |
-24.61%
Jan 2019 – Jan 2024 |
-7.25%
Jan 2014 – Jan 2024 |
1.07%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MPT (MPT) |
54.40%
Feb 2009 – Feb 2012 |
41.83%
Feb 2009 – Feb 2014 |
27.32%
Feb 2009 – Feb 2019 |
9.21%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart