MNRGX vs. MNRMX
MNRGX (Manor Investment Funds Growth Fund) and MNRMX (Manor Investment Funds Manor Fund) are both mutual funds - MNRGX is a Large Cap Growth Equities fund managed by Manor Investment Funds, while MNRMX is a Large Cap Blend Equities fund managed by Manor Investment Funds. Over the past 10 years, MNRGX returned 14.81%/yr vs 12.37%/yr for MNRMX. Their correlation of 0.90 suggests significant overlap in exposure. MNRGX charges 0.99%/yr vs 1.25%/yr for MNRMX.
Performance
MNRGX vs. MNRMX - Performance Comparison
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Returns By Period
In the year-to-date period, MNRGX achieves a 7.41% return, which is significantly lower than MNRMX's 19.81% return. Over the past 10 years, MNRGX has outperformed MNRMX with an annualized return of 14.81%, while MNRMX has yielded a comparatively lower 12.37% annualized return.
MNRGX
- 1D
- -0.29%
- 1M
- -0.08%
- YTD
- 7.41%
- 6M
- 6.08%
- 1Y
- 29.75%
- 3Y*
- 17.87%
- 5Y*
- 11.62%
- 10Y*
- 14.81%
MNRMX
- 1D
- 1.02%
- 1M
- 6.95%
- YTD
- 19.81%
- 6M
- 18.03%
- 1Y
- 40.00%
- 3Y*
- 22.11%
- 5Y*
- 12.63%
- 10Y*
- 12.37%
MNRGX vs. MNRMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MNRGX Manor Investment Funds Growth Fund | 7.41% | 15.41% | 18.27% | 22.77% | -17.43% | 27.93% | 26.64% | 30.79% | -6.01% | 24.44% |
MNRMX Manor Investment Funds Manor Fund | 19.81% | 20.62% | 12.32% | 13.77% | -10.73% | 29.52% | 5.94% | 31.64% | -19.36% | 21.55% |
Correlation
The correlation between MNRGX and MNRMX is 0.84, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.84 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.88 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.90 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.88 |
Correlation (All Time) Calculated using the full available price history since May 4, 2005 | 0.90 |
The correlation between MNRGX and MNRMX has been stable across timeframes, ranging from 0.84 to 0.90 - a consistent structural relationship.
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Return for Risk
MNRGX vs. MNRMX — Risk / Return Rank
MNRGX
MNRMX
MNRGX vs. MNRMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Manor Investment Funds Growth Fund (MNRGX) and Manor Investment Funds Manor Fund (MNRMX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| MNRGX | MNRMX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.78 | ||
| Sortino ratioReturn per unit of downside risk | -0.94 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.48 | -0.14 |
| Calmar ratioReturn relative to maximum drawdown | 2.12 | 5.71 | -3.60 |
| Martin ratioReturn relative to average drawdown | 7.42 | 23.74 | -16.31 |
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Drawdowns
MNRGX vs. MNRMX - Drawdown Comparison
The maximum MNRGX drawdown since its inception was -56.04%, smaller than the maximum MNRMX drawdown of -78.38%. Use the drawdown chart below to compare losses from any high point for MNRGX and MNRMX.
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Drawdown Indicators
| MNRGX | MNRMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.04% | -78.38% | +22.34% |
Max Drawdown (1Y)Largest decline over 1 year | -14.52% | -7.20% | -7.32% |
Max Drawdown (3Y)Largest decline over 3 years | -29.23% | -78.38% | +49.15% |
Max Drawdown (5Y)Largest decline over 5 years | -29.23% | -78.38% | +49.15% |
Max Drawdown (10Y)Largest decline over 10 years | -30.57% | -78.38% | +47.81% |
Current DrawdownCurrent decline from peak | -2.88% | -62.66% | +59.78% |
Average DrawdownAverage peak-to-trough decline | -13.48% | -12.65% | -0.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.14% | 1.73% | +2.41% |
Volatility
MNRGX vs. MNRMX - Volatility Comparison
Manor Investment Funds Growth Fund (MNRGX) and Manor Investment Funds Manor Fund (MNRMX) have volatilities of 5.19% and 5.16%, 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
| MNRGX | MNRMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.19% | 5.16% | +0.03% |
Volatility (6M)Calculated over the trailing 6-month period | 12.40% | 12.13% | +0.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.75% | 15.07% | +0.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.22% | 127.24% | -108.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.40% | 91.15% | -71.75% |
MNRGX vs. MNRMX - Expense Ratio Comparison
MNRGX has a 0.99% expense ratio, which is lower than MNRMX's 1.25% expense ratio.
Dividends
MNRGX vs. MNRMX - Dividend Comparison
MNRGX's dividend yield for the trailing twelve months is around 7.97%, more than MNRMX's 6.93% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MNRGX Manor Investment Funds Growth Fund | 7.97% | 8.56% | 0.00% | 2.98% | 5.34% | 4.81% | 11.66% | 3.00% | 9.20% | 0.03% | 0.06% | 3.46% |
MNRMX Manor Investment Funds Manor Fund | 6.93% | 8.30% | 0.00% | 1.00% | 4.66% | 3.46% | 1.77% | 1.14% | 4.92% | 1.03% | 10.51% | 5.71% |
Frequently Asked Questions
MNRGX and MNRMX have a correlation of 0.84, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MNRGX has higher volatility (5.19%) compared to MNRMX (5.16%). In terms of maximum drawdown, MNRGX dropped -56.04% vs MNRMX's -78.38%.
MNRMX currently has the higher Sharpe Ratio (2.74 vs 1.96), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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