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
VMAHX 1.75% 6.40% NA NA NA NA NA
Data as of 06/10/2026, Common starting date is 02/14/2025
More Performance Analytics Comparison
Name Start Date End Date
VMAHX 02/14/2025 06/10/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) -0.31 6.40 NA NA NA NA NA 1.75 3.83
Sharpe Ratio NA 1.29 NA NA NA NA NA 0.77 0.37
Standard Deviation(%) NA 3.09 NA NA NA NA NA 3.39 4.12
Draw Down(%) NA 2.04 NA NA NA NA NA 2.04 5.61
Yield(%) 0.00 6.53 2.56 1.54 0.77 0.51 0.38 2.33 5.38
Data as of 06/10/2026, Common starting date is 02/14/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
VMAHX (VMAHX) 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
VMAHX (VMAHX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return