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
MMZDX NA 16.85% NA NA NA NA NA
Data as of 09/22/2025, Common starting date is 06/14/2024
More Performance Analytics Comparison
Name Start Date End Date
MMZDX 06/14/2024 09/22/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024
Annualized Return (%) 0.00 16.85 NA NA NA NA NA 18.64 4.11
Sharpe Ratio NA 0.50 NA NA NA NA NA 1.38 0.13
Standard Deviation(%) NA 26.92 NA NA NA NA NA 17.33 31.99
Draw Down(%) NA 11.60 NA NA NA NA NA 2.44 10.47
Yield(%) 0.00 14.42 5.08 3.05 1.52 1.02 0.76 5.81 9.75
Data as of 09/22/2025, Common starting date is 06/14/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MMZDX (MMZDX) 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
MMZDX (MMZDX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return