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
VMAFX 1.40% 4.09% NA NA NA NA NA
Data as of 06/09/2026, Common starting date is 02/05/2025
More Performance Analytics Comparison
Name Start Date End Date
VMAFX 02/05/2025 06/09/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) -0.10 4.09 NA NA NA NA NA 1.40 2.45
Sharpe Ratio NA 0.55 NA NA NA NA NA 0.49 -0.05
Standard Deviation(%) NA 2.83 NA NA NA NA NA 2.12 3.08
Draw Down(%) NA 1.02 NA NA NA NA NA 0.83 3.10
Yield(%) 0.00 7.41 2.62 1.57 0.79 0.52 0.39 2.31 5.63
Data as of 06/09/2026, Common starting date is 02/05/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
VMAFX (VMAFX) 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
VMAFX (VMAFX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return