Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MUCMX (BNY Mellon US Core Equity 130/30 M) | NA | 13.60% | 10.55% | 4.46% | NA | NA | NA | … | … |
Data as of 09/03/2013, Common starting date is 08/06/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MUCMX (BNY Mellon US Core Equity 130/30 M) | 08/06/2007 | 09/03/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 13.60 | 10.55 | 4.46 | NA | NA | NA | … | … | 12.77 | 16.83 | -8.98 | 16.47 | 26.99 | -39.47 | 4.80 |
| Sharpe Ratio | NA | 1.03 | 0.56 | 0.16 | NA | NA | NA | … | … | 1.55 | 1.16 | -0.35 | 0.83 | 0.94 | -0.99 | 0.48 |
| Standard Deviation(%) | NA | 13.14 | 18.74 | 27.04 | NA | NA | NA | … | … | 12.67 | 14.62 | 25.63 | 19.78 | 28.59 | 40.66 | 20.20 |
| Draw Down(%) | NA | 8.52 | 24.37 | 46.77 | NA | NA | NA | … | … | 6.33 | 11.30 | 24.37 | 16.79 | 26.67 | 48.85 | 8.64 |
| Yield(%) | 0.00 | 0.48 | 0.53 | 0.29 | 0.13 | 0.09 | 0.07 | … | … | 0.00 | 0.55 | 0.50 | 0.47 | 0.00 | 0.00 | 0.00 |
Data as of 09/03/2013, Common starting date is 08/06/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MUCMX (BNY Mellon US Core Equity 130/30 M) |
-7.02%
Oct 2007 – Oct 2010 |
-2.03%
Oct 2007 – Oct 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MUCMX (BNY Mellon US Core Equity 130/30 M) |
22.16%
Feb 2009 – Feb 2012 |
4.89%
Jul 2008 – Jul 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart