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
MAGN (Magnera Corp placeholder) NA -4.39% -31.40% -41.63% -26.20% -16.44% -12.91%
Data as of 06/15/2026, Common starting date is 03/17/1980
More Performance Analytics Comparison
Name Start Date End Date
MAGN (Magnera Corp placeholder) 03/17/1980 06/15/2026
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) -4.39 -31.40 -41.63 -26.20 -16.44 -12.91
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/15/2026, Common starting date is 03/17/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MAGN (Magnera Corp placeholder) -56.69%
Dec 2021 – Dec 2024
-46.79%
Mar 2021 – Mar 2026
-28.80%
Apr 2016 – Apr 2026
-17.59%
Mar 2011 – Mar 2026
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MAGN (Magnera Corp placeholder) 64.11%
Jul 1982 – Jul 1985
54.57%
Aug 1982 – Aug 1987
30.00%
Feb 1982 – Feb 1992
16.96%
Aug 1980 – Aug 1995
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return