Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MUSDX (U.S. REAL ESTATE PORTFOLIO CLASS A) | NA | 35.16% | -2.40% | 0.42% | 2.30% | 6.74% | 5.30% | … | … |
Data as of 11/13/2024, Common starting date is 12/29/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MUSDX (U.S. REAL ESTATE PORTFOLIO CLASS A) | 12/29/1995 | 11/13/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 35.16 | -2.40 | 0.42 | 2.30 | 6.74 | 5.30 | … | … | 16.56 | 14.45 | -32.74 | 36.49 | -18.43 | 17.82 | -8.69 | 2.97 | 6.60 | 2.26 | 30.26 | 0.65 | 16.03 | 5.27 | 29.03 | 29.36 | -38.39 | -16.79 | 38.35 | 17.37 | 36.95 | 37.24 | -0.07 | 7.78 | 29.35 | -6.87 | -17.35 | 6.53 | 25.13 | 0.00 |
| Sharpe Ratio | NA | 1.85 | -0.29 | -0.07 | 0.03 | NA | NA | … | … | 0.84 | 0.54 | -1.35 | 2.33 | -0.36 | 1.30 | -0.60 | 0.22 | 0.40 | 0.13 | 2.82 | 0.04 | 1.21 | 0.18 | 1.12 | 0.47 | -0.54 | -0.78 | 2.50 | 1.02 | 2.25 | 3.18 | -0.08 | 0.50 | 2.31 | -1.02 | -1.52 | 0.18 | 2.45 | NA |
| Standard Deviation(%) | NA | 15.42 | 20.43 | 28.68 | 22.85 | NA | NA | … | … | 14.51 | 19.20 | 25.43 | 15.66 | 51.38 | 12.62 | 16.78 | 10.90 | 16.12 | 17.13 | 10.72 | 14.74 | 13.34 | 28.51 | 25.74 | 62.34 | 71.96 | 25.49 | 14.10 | 14.92 | 15.99 | 11.49 | 14.42 | 11.00 | 10.95 | 9.88 | 13.59 | 16.43 | 8.75 | 0.00 |
| Draw Down(%) | NA | 9.55 | 37.10 | 47.57 | 47.57 | NA | NA | … | … | 9.33 | 16.48 | 34.24 | 7.25 | 47.57 | 5.97 | 15.92 | 7.99 | 14.23 | 16.29 | 6.97 | 15.82 | 9.17 | 23.17 | 16.05 | 39.91 | 62.55 | 28.25 | 7.68 | 10.39 | 16.27 | 7.17 | 21.21 | 13.14 | 7.17 | 21.03 | 26.16 | 16.79 | 5.47 | 0.00 |
| Yield(%) | 0.00 | 2.12 | 1.30 | 3.59 | 6.86 | 9.81 | 7.25 | … | … | 1.55 | 2.32 | 0.86 | 1.18 | 1.89 | 16.34 | 23.00 | 14.50 | 10.57 | 14.68 | 6.32 | 3.01 | 3.01 | 0.75 | 0.86 | 2.34 | 8.51 | 28.21 | 16.76 | 16.55 | 6.97 | 4.59 | 7.48 | 6.97 | 6.51 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 11/13/2024, Common starting date is 12/29/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MUSDX (U.S. REAL ESTATE PORTFOLIO CLASS A) |
-24.02%
Mar 2006 – Mar 2009 |
-6.29%
Mar 2004 – Mar 2009 |
0.84%
Oct 2013 – Oct 2023 |
1.93%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MUSDX (U.S. REAL ESTATE PORTFOLIO CLASS A) |
40.36%
Feb 2009 – Feb 2012 |
27.07%
Feb 2009 – Feb 2014 |
16.47%
Feb 2009 – Feb 2019 |
12.83%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart