Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MRSH (Marsh & McLennan Companies, Inc.) | -9.04% | NA | NA | NA | NA | NA | NA | … | … |
Data as of 06/12/2026, Common starting date is 01/05/2026
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MRSH (Marsh & McLennan Companies, Inc.) | 01/05/2026 | 06/12/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | |
|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.96 | NA | NA | NA | NA | NA | NA | … | … | -9.04 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | -0.78 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | 28.21 |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | NA | … | … | 16.66 |
| Yield(%) | 0.00 | 0.96 | 0.32 | 0.19 | 0.10 | 0.06 | 0.05 | … | … | 0.96 |
Data as of 06/12/2026, Common starting date is 01/05/2026
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRSH (Marsh & McLennan Companies, Inc.) |
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 |
|---|---|---|---|---|
| MRSH (Marsh & McLennan Companies, Inc.) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart