Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MTRAF (Metro Inc) | -5.26% | -11.09% | 10.62% | 8.76% | 8.46% | 12.15% | NA | … | … |
Data as of 06/09/2026, Common starting date is 04/27/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MTRAF (Metro Inc) | 04/27/2010 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.48 | -11.09 | 10.62 | 8.76 | 8.46 | 12.15 | NA | … | … | -5.26 | 16.68 | 23.96 | -6.91 | 7.38 | 21.24 | 9.90 | 20.93 | 9.94 | 9.77 | 4.96 | 14.82 | 25.84 | 0.67 | 24.61 | 23.96 | 4.82 |
| Sharpe Ratio | NA | -0.73 | 0.36 | 0.30 | 0.37 | NA | NA | … | … | -0.71 | 0.70 | 1.33 | -0.50 | 0.28 | 1.45 | 0.39 | 1.16 | 0.45 | 0.60 | 0.21 | 0.76 | 1.59 | 0.03 | 1.32 | 1.02 | 0.29 |
| Standard Deviation(%) | NA | 20.25 | 18.64 | 19.62 | 19.36 | NA | NA | … | … | 23.62 | 19.90 | 15.30 | 21.10 | 21.29 | 14.62 | 24.96 | 16.80 | 19.00 | 15.25 | 22.45 | 19.34 | 16.21 | 18.35 | 18.79 | 23.55 | 23.79 |
| Draw Down(%) | NA | 17.38 | 18.31 | 18.31 | 19.72 | NA | NA | … | … | 13.73 | 15.75 | 8.54 | 14.46 | 14.51 | 11.91 | 14.40 | 6.76 | 10.65 | 9.41 | 18.96 | 11.57 | 10.15 | 19.43 | 9.59 | 16.11 | 8.90 |
| Yield(%) | 0.00 | 1.46 | 1.96 | 1.98 | 2.20 | 4.34 | 3.90 | … | … | 0.83 | 1.70 | 1.91 | 1.59 | 1.58 | 1.79 | 1.63 | 1.89 | 1.74 | 1.68 | 1.53 | 1.46 | 1.76 | 4.64 | 3.56 | 5.07 | 1.85 |
Data as of 06/09/2026, Common starting date is 04/27/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTRAF (Metro Inc) |
3.25%
Jul 2016 – Jul 2019 |
7.28%
Feb 2016 – Feb 2021 |
8.45%
May 2016 – May 2026 |
11.76%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTRAF (Metro Inc) |
23.54%
Jul 2010 – Jul 2013 |
21.06%
Feb 2011 – Feb 2016 |
15.39%
Aug 2011 – Aug 2021 |
14.75%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart
