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
MSHWX 1.49% NA NA NA NA NA NA
Data as of 06/09/2026, Common starting date is 01/08/2026
More Performance Analytics Comparison
Name Start Date End Date
MSHWX 01/08/2026 06/09/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD
Annualized Return (%) -0.20 NA NA NA NA NA NA 1.49
Sharpe Ratio NA NA NA NA NA NA NA 0.30
Standard Deviation(%) NA NA NA NA NA NA NA 3.02
Draw Down(%) NA NA NA NA NA NA NA 2.20
Yield(%) 0.00 2.36 0.79 0.47 0.24 0.16 0.12 2.36
Data as of 06/09/2026, Common starting date is 01/08/2026
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MSHWX (MSHWX) 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
MSHWX (MSHWX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return