Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSGBEX | NA | -7.34% | NA | NA | NA | NA | NA | … | … |
Data as of 01/10/2025, Common starting date is 01/20/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSGBEX | 01/20/2022 | 01/10/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.49 | -7.34 | NA | NA | NA | NA | NA | … | … | -1.34 | -7.70 | 12.23 | -29.37 |
| Sharpe Ratio | NA | -0.67 | NA | NA | NA | NA | NA | … | … | -2.52 | -0.69 | 0.37 | -0.99 |
| Standard Deviation(%) | NA | 20.79 | NA | NA | NA | NA | NA | … | … | 16.42 | 20.88 | 21.93 | 32.48 |
| Draw Down(%) | NA | 17.45 | NA | NA | NA | NA | NA | … | … | 2.64 | 17.45 | 24.45 | 32.56 |
| Yield(%) | 0.00 | 4.15 | 1.51 | 0.90 | 0.45 | 0.30 | 0.23 | … | … | 0.00 | 4.05 | 2.00 | 0.00 |
Data as of 01/10/2025, Common starting date is 01/20/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSGBEX (MSGBEX) |
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 |
|---|---|---|---|---|
| MSGBEX (MSGBEX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart