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
MKSED NA 150.00% -36.74% -27.89% -12.38% NA NA
Data as of 06/10/2026, Common starting date is 04/19/2013
More Performance Analytics Comparison
Name Start Date End Date
MKSED 04/19/2013 06/10/2026
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) 150.00 -36.74 -27.89 -12.38 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 06/10/2026, Common starting date is 04/19/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MKSED (MKSED) -82.45%
Mar 2023 – Mar 2026
-68.15%
Mar 2021 – Mar 2026
-40.75%
Mar 2016 – Mar 2026
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MKSED (MKSED) 43.58%
Jul 2019 – Jul 2022
15.17%
Feb 2016 – Feb 2021
-10.71%
May 2013 – May 2023
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return