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
MRP 3.38% 16.53% NA NA NA NA NA
Data as of 06/09/2026, Common starting date is 02/05/2025
More Performance Analytics Comparison
Name Start Date End Date
MRP 02/05/2025 06/09/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) 5.28 16.53 NA NA NA NA NA 3.38 44.77
Sharpe Ratio NA 0.51 NA NA NA NA NA 0.08 1.27
Standard Deviation(%) NA 26.61 NA NA NA NA NA 28.81 37.84
Draw Down(%) NA 19.39 NA NA NA NA NA 14.67 20.64
Yield(%) 0.00 10.55 5.03 3.02 1.51 1.01 0.75 5.06 8.20
Data as of 06/09/2026, Common starting date is 02/05/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MRP (MRP) 0.00%
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Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MRP (MRP) 0.00%
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Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return