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
MBPG (Marelius Inc.) NA 42.86% -46.69% -58.16% -41.13% NA NA
Data as of 06/17/2026, Common starting date is 11/29/2012
More Performance Analytics Comparison
Name Start Date End Date
MBPG (Marelius Inc.) 11/29/2012 06/17/2026
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) 42.86 -46.69 -58.16 -41.13 NA NA
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 06/17/2026, Common starting date is 11/29/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MBPG (Marelius Inc.) -81.88%
Dec 2021 – Dec 2024
-65.15%
Jan 2013 – Jan 2018
-54.83%
Jul 2014 – Jul 2024
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MBPG (Marelius Inc.) 49.00%
May 2015 – May 2018
16.36%
Jun 2015 – Jun 2020
-24.62%
May 2015 – May 2025
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return