Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DRIPX (MP63 FUND MP63 FUND) | 11.48% | 23.92% | 15.00% | 6.83% | 9.85% | 10.44% | 8.47% | … | … |
Data as of 06/04/2026, Common starting date is 03/26/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DRIPX (MP63 FUND MP63 FUND) | 03/26/1999 | 06/04/2026 |
| 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 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.50 | 23.92 | 15.00 | 6.83 | 9.85 | 10.44 | 8.47 | … | … | 11.48 | 13.89 | 10.90 | 5.93 | -10.64 | 17.95 | 6.17 | 28.67 | -5.54 | 18.52 | 14.94 | -3.73 | 13.29 | 32.57 | 13.82 | -0.67 | 13.16 | 24.72 | -31.10 | 5.65 | 12.15 | 3.12 | 9.21 | 26.43 | -15.62 | -1.64 | 4.97 | -1.60 |
| Sharpe Ratio | NA | 1.97 | 0.99 | 0.30 | 0.50 | NA | NA | … | … | 2.06 | 0.76 | 0.71 | 0.19 | -0.64 | 1.46 | 0.17 | 2.39 | -0.46 | 2.74 | 1.22 | -0.26 | 1.28 | 2.99 | 1.16 | -0.03 | 0.73 | 0.89 | -0.84 | 0.16 | 0.89 | 0.08 | 0.76 | 1.63 | -0.73 | -0.24 | 0.04 | -0.41 |
| Standard Deviation(%) | NA | 10.49 | 12.15 | 13.88 | 16.36 | NA | NA | … | … | 12.21 | 14.48 | 10.20 | 12.09 | 19.00 | 12.29 | 34.38 | 11.39 | 14.96 | 6.55 | 12.03 | 14.25 | 10.35 | 10.90 | 12.01 | 23.21 | 17.95 | 27.64 | 38.27 | 15.70 | 9.83 | 10.30 | 10.88 | 15.75 | 23.09 | 17.59 | 18.61 | 13.26 |
| Draw Down(%) | NA | 7.70 | 14.86 | 20.89 | 35.20 | NA | NA | … | … | 7.70 | 13.63 | 6.49 | 11.85 | 19.97 | 5.55 | 35.20 | 6.02 | 16.86 | 3.01 | 7.74 | 13.33 | 6.15 | 5.36 | 7.24 | 19.51 | 16.37 | 31.28 | 42.19 | 8.36 | 7.23 | 6.65 | 5.97 | 13.92 | 27.78 | 20.04 | 12.47 | 12.43 |
| Yield(%) | 0.00 | 7.31 | 6.01 | 3.81 | 4.95 | 6.35 | 5.44 | … | … | 0.00 | 7.53 | 6.24 | 3.21 | 1.53 | 1.68 | 1.72 | 4.33 | 5.53 | 2.26 | 4.78 | 6.15 | 4.25 | 3.26 | 2.68 | 0.00 | 2.27 | 2.37 | 1.61 | 6.97 | 3.37 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 03/26/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DRIPX (MP63 FUND MP63 FUND) |
-14.49%
Feb 2006 – Feb 2009 |
-6.66%
Feb 2004 – Feb 2009 |
-0.84%
Apr 1999 – Apr 2009 |
5.08%
Apr 1999 – Apr 2014 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DRIPX (MP63 FUND MP63 FUND) |
23.91%
Feb 2009 – Feb 2012 |
22.13%
Feb 2009 – Feb 2014 |
15.52%
Feb 2009 – Feb 2019 |
12.68%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart