Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MMZJX | NA | 10.57% | NA | NA | NA | NA | NA | … | … |
Data as of 08/29/2025, Common starting date is 06/14/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MMZJX | 06/14/2024 | 08/29/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.80 | 10.57 | NA | NA | NA | NA | NA | … | … | 10.97 | 3.55 |
| Sharpe Ratio | NA | 0.24 | NA | NA | NA | NA | NA | … | … | 0.81 | 0.08 |
| Standard Deviation(%) | NA | 30.67 | NA | NA | NA | NA | NA | … | … | 17.44 | 38.20 |
| Draw Down(%) | NA | 22.33 | NA | NA | NA | NA | NA | … | … | 15.61 | 12.49 |
| Yield(%) | 0.00 | 9.65 | 3.34 | 2.01 | 1.00 | 0.67 | 0.50 | … | … | 0.00 | 10.03 |
Data as of 08/29/2025, 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 |
|---|---|---|---|---|
| MMZJX (MMZJX) |
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 |
|---|---|---|---|---|
| MMZJX (MMZJX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart