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
MMZHX NA 16.25% 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
MMZHX 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 16.25 NA NA NA NA NA 18.25 3.85
Sharpe Ratio NA 0.50 NA NA NA NA NA 1.37 0.12
Standard Deviation(%) NA 26.06 NA NA NA NA NA 16.95 30.95
Draw Down(%) NA 11.23 NA NA NA NA NA 2.44 10.18
Yield(%) 0.00 13.95 4.91 2.95 1.47 0.98 0.74 5.81 9.23
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
MMZHX (MMZHX) 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
MMZHX (MMZHX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return