Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MRF (American Income Fund Common) | NA | 11.58% | 7.54% | 9.42% | 6.84% | 8.31% | 11.30% | … | … |
Data as of 09/05/2014, Common starting date is 07/03/1989
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MRF (American Income Fund Common) | 07/03/1989 | 09/05/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.49 | 11.58 | 7.54 | 9.42 | 6.84 | 8.31 | 11.30 | … | … | 8.10 | -6.31 | 17.15 | -0.45 | 23.07 | 41.30 | -19.87 | 2.62 | 14.83 | -1.83 | 4.07 | 7.80 | 10.23 | 9.06 | 33.57 | -1.97 | 9.44 | 34.17 | 25.27 | 37.94 | 4.12 | 15.25 | 29.38 | 59.88 | 54.12 | 12.79 |
| Sharpe Ratio | NA | 1.73 | 0.61 | 0.72 | 0.29 | NA | NA | … | … | 2.19 | -0.56 | 1.37 | -0.03 | 1.43 | 1.40 | -0.48 | -0.03 | 0.94 | -0.32 | 0.31 | 0.63 | 0.60 | 0.50 | 1.94 | -0.34 | 0.48 | -1.42 | 1.14 | 1.82 | 0.06 | 0.82 | 1.32 | 3.34 | 2.31 | 0.95 |
| Standard Deviation(%) | NA | 6.67 | 11.47 | 13.33 | 20.27 | NA | NA | … | … | 5.55 | 11.33 | 12.60 | 15.47 | 16.05 | 29.52 | 43.18 | 13.26 | 12.32 | 12.54 | 10.18 | 11.32 | 15.21 | 13.59 | 15.19 | 15.31 | 12.83 | 14.76 | 18.93 | 18.71 | 19.66 | 16.06 | 20.20 | 16.71 | 21.06 | 23.23 |
| Draw Down(%) | NA | 4.88 | 16.18 | 17.59 | 40.47 | NA | NA | … | … | 2.43 | 16.18 | 6.94 | 13.73 | 13.38 | 13.49 | 40.47 | 13.64 | 5.14 | 9.88 | 9.80 | 7.36 | 5.09 | 6.05 | 4.58 | 9.66 | 10.63 | 3.15 | 6.31 | 4.17 | 13.29 | 8.32 | 13.38 | 6.90 | 4.83 | 5.56 |
| Yield(%) | 0.53 | 6.67 | 7.33 | 8.62 | 7.00 | 8.33 | 12.50 | … | … | 4.38 | 6.30 | 7.75 | 7.57 | 9.93 | 11.94 | 7.14 | 6.39 | 6.85 | 6.50 | 7.46 | 7.84 | 8.19 | 8.01 | 10.18 | 9.30 | 9.55 | 12.61 | 13.86 | 17.06 | 16.75 | 17.26 | 21.93 | 28.19 | 32.29 | 15.33 |
Data as of 09/05/2014, Common starting date is 07/03/1989
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRF (American Income Fund Common) |
-3.21%
Sep 2005 – Sep 2008 |
-1.29%
Mar 2004 – Mar 2009 |
4.93%
Mar 1999 – Mar 2009 |
7.86%
Dec 1998 – Dec 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRF (American Income Fund Common) |
53.50%
Sep 1989 – Sep 1992 |
32.74%
Sep 1989 – Sep 1994 |
26.73%
Sep 1989 – Sep 1999 |
21.64%
Sep 1989 – Sep 2004 |
Annualized Rolling Returns Comparison Chart