Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MTNOF (MTN Group Limited) | 47.10% | 94.83% | 33.00% | 21.72% | 21.83% | 45.63% | NA | … | … |
Data as of 06/08/2026, Common starting date is 01/27/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MTNOF (MTN Group Limited) | 01/27/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 16.58 | 94.83 | 33.00 | 21.72 | 21.83 | 45.63 | NA | … | … | 47.10 | 118.74 | -25.59 | -14.93 | -6.99 | 164.56 | -18.46 | 122.93 | -42.24 | 29.31 | 1,042.59 | 19.91 | -4.96 | 67.60 | 94.82 | 37.18 |
| Sharpe Ratio | NA | 2.53 | 0.68 | 0.41 | 0.37 | NA | NA | … | … | 4.22 | 2.53 | -0.65 | -0.43 | -0.15 | 2.71 | -0.20 | 1.62 | -0.81 | 0.98 | 4.47 | 0.26 | -0.18 | 1.48 | 2.08 | 0.91 |
| Standard Deviation(%) | NA | 36.43 | 43.46 | 46.91 | 57.80 | NA | NA | … | … | 34.04 | 46.05 | 44.72 | 43.84 | 55.01 | 60.74 | 94.19 | 74.77 | 54.15 | 29.41 | 233.39 | 75.93 | 27.23 | 45.59 | 45.96 | 44.77 |
| Draw Down(%) | NA | 11.83 | 45.34 | 67.38 | 74.43 | NA | NA | … | … | 4.36 | 15.48 | 32.60 | 39.92 | 53.65 | 16.00 | 67.58 | 22.63 | 57.03 | 14.53 | 26.52 | 44.90 | 27.39 | 18.17 | 13.59 | 18.70 |
| Yield(%) | 0.00 | 7.41 | 4.61 | 10.96 | 10.92 | 15.93 | 14.82 | … | … | 5.60 | 4.02 | 2.75 | 2.38 | 30.67 | 0.00 | 6.76 | 62.64 | 4.66 | 6.12 | 102.24 | 69.57 | 5.00 | 42.13 | 44.75 | 33.86 |
Data as of 06/08/2026, Common starting date is 01/27/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTNOF (MTN Group Limited) |
-22.56%
Mar 2022 – Mar 2025 |
-0.65%
Jun 2019 – Jun 2024 |
17.75%
Apr 2016 – Apr 2026 |
43.98%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTNOF (MTN Group Limited) |
176.65%
Jun 2013 – Jun 2016 |
116.06%
Jan 2012 – Jan 2017 |
69.17%
Jan 2012 – Jan 2022 |
46.90%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart