Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MMCP (Morningstar US Mid Cap PR USD) | 95.65% | 36.36% | 321.72% | 114.11% | 33.51% | -15.86% | 25.23% | … | … |
Data as of 06/10/2026, Common starting date is 07/16/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MMCP (Morningstar US Mid Cap PR USD) | 07/16/2001 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 36.36 | 321.72 | 114.11 | 33.51 | -15.86 | 25.23 | … | … | 95.65 | -99.58 | 0.00 | 0.00 | 549,900.00 | 150.00 | 33.33 | -25.00 | -20.00 | -50.00 | -33.33 | -95.00 | -41.18 | -66.00 | 49,900.00 | -40.00 | 400.00 | -80.00 | -28.57 | 40.00 | -90.00 | -68.75 |
| Sharpe Ratio | NA | 0.15 | 0.13 | 0.02 | 0.01 | NA | NA | … | … | 1.27 | -0.22 | 0.00 | 0.00 | 150.69 | 0.29 | 0.15 | -0.07 | -0.12 | -0.12 | -0.08 | -0.29 | -0.02 | -0.08 | 37.87 | -0.14 | 0.45 | -0.16 | -0.32 | 0.69 | -0.27 | -0.24 |
| Standard Deviation(%) | NA | 217.59 | 2,471.29 | 3,060.40 | 2,177.01 | NA | NA | … | … | 296.62 | 474.15 | NA | 5,701.25 | 3,776.62 | 510.38 | 225.29 | 352.57 | 173.78 | 424.81 | 400.56 | 330.59 | 529.32 | 869.42 | 1,285.45 | 312.41 | 898.54 | 523.01 | 92.60 | 57.12 | 335.24 | 400.19 |
| Draw Down(%) | NA | 80.00 | 99.99 | 99.99 | 99.99 | NA | NA | … | … | 69.57 | 99.75 | 0.00 | 99.99 | 99.99 | 86.21 | 66.67 | 84.21 | 78.95 | 90.48 | 86.67 | 96.29 | 95.83 | 68.13 | 89.80 | 70.00 | 80.00 | 90.00 | 37.50 | 0.00 | 94.44 | 75.00 |
| 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 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 06/10/2026, Common starting date is 07/16/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MMCP (Morningstar US Mid Cap PR USD) |
-83.89%
Dec 2022 – Dec 2025 |
-72.18%
Jun 2014 – Jun 2019 |
-41.37%
Aug 2013 – Aug 2023 |
-16.72%
Nov 2006 – Nov 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MMCP (Morningstar US Mid Cap PR USD) |
2,918.41%
Jul 2020 – Jul 2023 |
612.28%
Dec 2019 – Dec 2024 |
166.88%
Dec 2012 – Dec 2022 |
83.72%
Jul 2008 – Jul 2023 |
Annualized Rolling Returns Comparison Chart