Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MRAIX | NA | -1.33% | 3.07% | 6.52% | NA | NA | NA | … | … |
Data as of 08/21/2013, Common starting date is 06/05/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MRAIX | 06/05/2007 | 08/21/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.48 | -1.33 | 3.07 | 6.52 | NA | NA | NA | … | … | -3.49 | 6.38 | 6.71 | 7.80 | 21.52 | -4.25 | 5.57 |
| Sharpe Ratio | NA | -0.42 | 0.82 | 1.22 | NA | NA | NA | … | … | -1.49 | 2.31 | 1.64 | 1.92 | 3.03 | -0.64 | 1.53 |
| Standard Deviation(%) | NA | 3.29 | 3.69 | 5.28 | NA | NA | NA | … | … | 3.66 | 2.76 | 4.07 | 4.02 | 7.06 | 8.07 | 4.61 |
| Draw Down(%) | NA | 4.99 | 4.99 | 13.53 | NA | NA | NA | … | … | 4.99 | 1.46 | 1.69 | 3.28 | 7.56 | 13.53 | 1.46 |
| Yield(%) | 0.00 | 4.86 | 5.05 | 5.63 | 3.37 | 2.25 | 1.68 | … | … | 1.30 | 5.13 | 4.64 | 6.10 | 5.11 | 7.81 | 2.71 |
Data as of 08/21/2013, Common starting date is 06/05/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRAIX (MRAIX) |
3.71%
Jul 2010 – Jul 2013 |
6.55%
Jun 2008 – Jun 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRAIX (MRAIX) |
13.97%
Feb 2009 – Feb 2012 |
8.10%
Jul 2007 – Jul 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart