Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
MXGJX NA 7.18% NA NA NA NA NA
Data as of 08/19/2020, Common starting date is 05/03/2019
More Performance Analytics Comparison
Name Start Date End Date
MXGJX 05/03/2019 08/19/2020
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2020 2019
Annualized Return (%) -0.48 7.18 NA NA NA NA NA -1.99 3.06
Sharpe Ratio NA 0.10 NA NA NA NA NA -0.10 0.23
Standard Deviation(%) NA 27.04 NA NA NA NA NA 33.15 14.31
Draw Down(%) NA 32.54 NA NA NA NA NA 31.26 6.49
Yield(%) 0.00 2.03 0.85 0.51 0.26 0.17 0.13 0.00 2.55
Data as of 08/19/2020, Common starting date is 05/03/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MXGJX (MXGJX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MXGJX (MXGJX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return