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FMSGX vs. FMGIX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FMSGX vs. FMGIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Frontier MFG Global Sustainable Fund (FMSGX) and Frontier MFG Core Infrastructure Fund (FMGIX). The values are adjusted to include any dividend payments, if applicable.

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FMSGX vs. FMGIX - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
FMSGX
Frontier MFG Global Sustainable Fund
-10.23%23.05%20.91%31.65%-22.11%15.83%7.74%8.17%
FMGIX
Frontier MFG Core Infrastructure Fund
6.75%22.67%34.26%4.86%-9.46%13.84%-1.36%5.19%

Returns By Period

In the year-to-date period, FMSGX achieves a -10.23% return, which is significantly lower than FMGIX's 6.75% return.


FMSGX

1D
0.75%
1M
-10.29%
YTD
-10.23%
6M
-7.97%
1Y
6.72%
3Y*
16.33%
5Y*
9.22%
10Y*

FMGIX

1D
0.80%
1M
-5.22%
YTD
6.75%
6M
8.05%
1Y
20.40%
3Y*
20.79%
5Y*
13.22%
10Y*
10.03%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FMSGX vs. FMGIX - Expense Ratio Comparison

FMSGX has a 0.80% expense ratio, which is higher than FMGIX's 0.50% expense ratio.


Return for Risk

FMSGX vs. FMGIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FMSGX
FMSGX Risk / Return Rank: 1717
Overall Rank
FMSGX Sharpe Ratio Rank: 1919
Sharpe Ratio Rank
FMSGX Sortino Ratio Rank: 1818
Sortino Ratio Rank
FMSGX Omega Ratio Rank: 1717
Omega Ratio Rank
FMSGX Calmar Ratio Rank: 1515
Calmar Ratio Rank
FMSGX Martin Ratio Rank: 1818
Martin Ratio Rank

FMGIX
FMGIX Risk / Return Rank: 8888
Overall Rank
FMGIX Sharpe Ratio Rank: 8787
Sharpe Ratio Rank
FMGIX Sortino Ratio Rank: 8585
Sortino Ratio Rank
FMGIX Omega Ratio Rank: 8383
Omega Ratio Rank
FMGIX Calmar Ratio Rank: 9292
Calmar Ratio Rank
FMGIX Martin Ratio Rank: 9191
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FMSGX vs. FMGIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Frontier MFG Global Sustainable Fund (FMSGX) and Frontier MFG Core Infrastructure Fund (FMGIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


FMSGXFMGIXDifference

Sharpe ratio

Return per unit of total volatility

0.50

1.75

-1.25

Sortino ratio

Return per unit of downside risk

0.80

2.26

-1.46

Omega ratio

Gain probability vs. loss probability

1.11

1.34

-0.23

Calmar ratio

Return relative to maximum drawdown

0.43

2.81

-2.39

Martin ratio

Return relative to average drawdown

1.81

10.65

-8.84

FMSGX vs. FMGIX - Sharpe Ratio Comparison

The current FMSGX Sharpe Ratio is 0.50, which is lower than the FMGIX Sharpe Ratio of 1.75. The chart below compares the historical Sharpe Ratios of FMSGX and FMGIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


FMSGXFMGIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.50

1.75

-1.25

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.65

0.47

+0.19

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.19

Sharpe Ratio (All Time)

Calculated using the full available price history

0.61

0.24

+0.37

Correlation

The correlation between FMSGX and FMGIX is 0.58, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

FMSGX vs. FMGIX - Dividend Comparison

FMSGX's dividend yield for the trailing twelve months is around 9.86%, less than FMGIX's 31.50% yield.


TTM20252024202320222021202020192018201720162015
FMSGX
Frontier MFG Global Sustainable Fund
9.86%8.85%9.34%0.91%0.62%3.33%0.23%0.06%0.00%0.00%0.00%0.00%
FMGIX
Frontier MFG Core Infrastructure Fund
31.50%33.65%48.77%4.79%3.98%2.63%2.38%2.63%3.09%3.15%2.83%2.79%

Drawdowns

FMSGX vs. FMGIX - Drawdown Comparison

The maximum FMSGX drawdown since its inception was -28.73%, smaller than the maximum FMGIX drawdown of -57.57%. Use the drawdown chart below to compare losses from any high point for FMSGX and FMGIX.


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Drawdown Indicators


FMSGXFMGIXDifference

Max Drawdown

Largest peak-to-trough decline

-28.73%

-57.57%

+28.84%

Max Drawdown (1Y)

Largest decline over 1 year

-12.66%

-7.74%

-4.92%

Max Drawdown (5Y)

Largest decline over 5 years

-27.74%

-26.61%

-1.13%

Max Drawdown (10Y)

Largest decline over 10 years

-57.57%

Current Drawdown

Current decline from peak

-12.00%

-5.22%

-6.78%

Average Drawdown

Average peak-to-trough decline

-5.92%

-5.37%

-0.55%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.97%

2.04%

+0.93%

Volatility

FMSGX vs. FMGIX - Volatility Comparison

Frontier MFG Global Sustainable Fund (FMSGX) and Frontier MFG Core Infrastructure Fund (FMGIX) have volatilities of 4.08% and 3.97%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FMSGXFMGIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.08%

3.97%

+0.11%

Volatility (6M)

Calculated over the trailing 6-month period

8.21%

6.97%

+1.24%

Volatility (1Y)

Calculated over the trailing 1-year period

13.62%

11.91%

+1.71%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.18%

28.44%

-14.26%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.48%

52.56%

-36.08%