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
MOALX 3.24% 9.64% NA NA NA NA NA
Data as of 06/10/2026, Common starting date is 12/23/2024
More Performance Analytics Comparison
Name Start Date End Date
MOALX 12/23/2024 06/10/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024
Annualized Return (%) 0.00 9.64 NA NA NA NA NA 3.24 6.57 0.66
Sharpe Ratio NA 1.74 NA NA NA NA NA 1.31 0.52 NA
Standard Deviation(%) NA 3.96 NA NA NA NA NA 4.18 7.05 NA
Draw Down(%) NA 2.98 NA NA NA NA NA 2.98 6.84 NA
Yield(%) 0.00 4.56 2.33 1.40 0.70 0.47 0.35 1.35 5.24 0.36
Data as of 06/10/2026, Common starting date is 12/23/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MOALX (MOALX) 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
MOALX (MOALX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return