Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MIGLX (GLOBAL ADVANTAGE PORTFOLIO CLASS L) | NA | 11.11% | 25.94% | -13.41% | 3.00% | 4.44% | NA | … | … |
Data as of 03/16/2026, Common starting date is 12/30/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MIGLX (GLOBAL ADVANTAGE PORTFOLIO CLASS L) | 12/30/2010 | 03/16/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.38 | 11.11 | 25.94 | -13.41 | 3.00 | 4.44 | NA | … | … | 6.37 | -7.60 | 28.79 | 21.89 | -0.50 | -0.10 |
| Sharpe Ratio | NA | 0.69 | 1.09 | NA | NA | NA | NA | … | … | 2.47 | -0.63 | 2.63 | 1.74 | -0.02 | NA |
| Standard Deviation(%) | NA | 11.29 | 11.69 | NA | NA | NA | NA | … | … | 11.98 | 12.51 | 10.92 | 12.65 | 21.48 | 0.00 |
| Draw Down(%) | NA | 8.55 | 11.61 | NA | NA | NA | NA | … | … | 3.28 | 10.42 | 7.48 | 11.61 | 18.55 | 0.10 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.86 | 1.37 | … | … | 0.00 | 6.84 | 8.93 | 7.79 | 0.00 | 0.00 |
Data as of 03/16/2026, Common starting date is 12/30/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIGLX (GLOBAL ADVANTAGE PORTFOLIO CLASS L) |
-33.77%
Oct 2020 – Oct 2023 |
-14.63%
Dec 2017 – Dec 2022 |
-4.56%
Oct 2013 – Oct 2023 |
4.13%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIGLX (GLOBAL ADVANTAGE PORTFOLIO CLASS L) |
36.30%
Sep 2022 – Sep 2025 |
24.32%
Feb 2016 – Feb 2021 |
14.80%
Sep 2011 – Sep 2021 |
4.56%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison Chart