Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MGLD (Marygold Companies Inc) | 19.32% | 17.98% | -4.88% | NA | NA | NA | NA | … | … |
Data as of 06/18/2026, Common starting date is 03/07/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MGLD (Marygold Companies Inc) | 03/07/2022 | 06/18/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -10.26 | 17.98 | -4.88 | NA | NA | NA | NA | … | … | 19.32 | -45.45 | 70.75 | -29.33 | -51.61 |
| Sharpe Ratio | NA | 0.39 | -0.06 | NA | NA | NA | NA | … | … | 0.72 | -0.51 | 0.50 | -0.38 | -0.50 |
| Standard Deviation(%) | NA | 103.34 | 111.25 | NA | NA | NA | NA | … | … | 115.08 | 95.67 | 131.00 | 88.68 | 120.66 |
| Draw Down(%) | NA | 33.98 | 66.83 | NA | NA | NA | NA | … | … | 25.38 | 65.13 | 36.00 | 47.37 | 74.72 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/18/2026, Common starting date is 03/07/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGLD (Marygold Companies Inc) |
-19.65%
Jul 2022 – Jul 2025 |
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 |
|---|---|---|---|---|
| MGLD (Marygold Companies Inc) |
-3.75%
Oct 2022 – Oct 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart