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
MMZKX NA 10.89% 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
MMZKX 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 (%) -0.72 10.89 NA NA NA NA NA 11.17 3.69
Sharpe Ratio NA 0.25 NA NA NA NA NA 0.82 0.09
Standard Deviation(%) NA 31.55 NA NA NA NA NA 17.47 39.50
Draw Down(%) NA 22.67 NA NA NA NA NA 15.58 12.94
Yield(%) 0.00 10.16 3.52 2.11 1.06 0.70 0.53 0.00 10.56
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
MMZKX (MMZKX) 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
MMZKX (MMZKX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return