Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MBIEV | 11.84% | 15.92% | NA | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 11/18/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MBIEV | 11/18/2024 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.08 | 15.92 | NA | NA | NA | NA | NA | … | … | 11.84 | -1.69 | 2.18 |
| Sharpe Ratio | NA | 1.34 | NA | NA | NA | NA | NA | … | … | 3.09 | -0.46 | 3.19 |
| Standard Deviation(%) | NA | 9.92 | NA | NA | NA | NA | NA | … | … | 8.93 | 10.01 | 5.45 |
| Draw Down(%) | NA | 5.30 | NA | NA | NA | NA | NA | … | … | 4.90 | 8.79 | 1.45 |
| Yield(%) | 0.00 | 8.17 | 3.44 | 2.07 | 1.03 | 0.69 | 0.52 | … | … | 2.07 | 7.50 | 0.79 |
Data as of 06/09/2026, Common starting date is 11/18/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBIEV (MBIEV) |
0.00%
NA |
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 |
|---|---|---|---|---|
| MBIEV (MBIEV) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart