Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MRGO (Margo Caribe Inc) | -18.82% | -10.97% | 5.06% | -2.42% | -0.63% | 18.96% | -0.24% | … | … |
Data as of 04/27/2026, Common starting date is 03/18/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MRGO (Margo Caribe Inc) | 03/18/1993 | 04/27/2026 |
| 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 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -10.97 | 5.06 | -2.42 | -0.63 | 18.96 | -0.24 | … | … | -18.82 | 82.80 | -33.57 | 16.67 | -57.14 | 37.50 | 58.42 | -19.20 | -3.85 | -13.22 | 7.00 | 75.00 | 66.67 | -52.76 | 104.02 | 283.08 | -7.14 | -41.67 | -40.00 | -57.89 | -31.16 | 1.95 | 19.15 | 88.33 | 18.49 | 86.67 | -18.92 | 2.78 | 28.57 | -50.00 | -12.50 | 56.10 | -46.05 | 35.71 |
| Sharpe Ratio | NA | -0.27 | 0.01 | -0.04 | -0.02 | NA | NA | … | … | -1.36 | 1.37 | -0.19 | 0.08 | -0.94 | 0.76 | 1.00 | -0.50 | -0.23 | -1.20 | -1.47 | 2.50 | 0.97 | -0.64 | 1.37 | 1.97 | -0.12 | -0.17 | -0.26 | -1.85 | -1.08 | -0.20 | 0.00 | 1.09 | -0.01 | 0.60 | -0.53 | 0.34 | 0.51 | -1.06 | -0.10 | -0.06 | -0.84 | 0.48 |
| Standard Deviation(%) | NA | 51.25 | 133.34 | 129.85 | 104.70 | NA | NA | … | … | 37.25 | 59.82 | 216.63 | 157.60 | 62.62 | 75.27 | 58.00 | 84.39 | 111.97 | 27.12 | 18.38 | 22.60 | 49.54 | 110.92 | 62.92 | 134.61 | 213.41 | 359.02 | 227.83 | 43.32 | 49.68 | 94.39 | 99.97 | 63.41 | 91.33 | 111.35 | 166.08 | 82.05 | 121.25 | 90.57 | 105.64 | 97.64 | 53.08 | 98.46 |
| Draw Down(%) | NA | 42.50 | 87.50 | 92.86 | 92.86 | NA | NA | … | … | 18.82 | 29.17 | 87.50 | 69.23 | 57.14 | 25.00 | 25.58 | 52.00 | 53.85 | 23.57 | 10.31 | 5.00 | 33.33 | 61.71 | 20.81 | 57.14 | 74.00 | 79.86 | 78.00 | 63.64 | 51.58 | 49.91 | 51.97 | 30.00 | 37.24 | 42.86 | 94.07 | 46.55 | 56.25 | 58.62 | 48.65 | 35.14 | 47.37 | 37.14 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 04/27/2026, Common starting date is 03/18/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRGO (Margo Caribe Inc) |
-68.01%
Feb 2006 – Feb 2009 |
-45.76%
Jan 2004 – Jan 2009 |
-28.99%
Mar 2000 – Mar 2010 |
-16.04%
Mar 1994 – Mar 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRGO (Margo Caribe Inc) |
177.76%
May 2009 – May 2012 |
90.11%
Jun 2011 – Jun 2016 |
44.61%
Jul 2011 – Jul 2021 |
24.92%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart