Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FMVIX (MATSON MONEY INTERNATIONAL EQUITY VI PORTFOLIO INSTITUTIONAL CLASS) | 11.83% | 32.75% | 21.94% | 10.75% | 9.84% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/19/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FMVIX (MATSON MONEY INTERNATIONAL EQUITY VI PORTFOLIO INSTITUTIONAL CLASS) | 02/19/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.11 | 32.75 | 21.94 | 10.75 | 9.84 | NA | NA | … | … | 11.83 | 41.02 | 5.47 | 15.66 | -10.72 | 14.31 | 2.58 | 17.38 | -19.24 | 27.18 | 7.71 | -3.74 | -7.26 |
| Sharpe Ratio | NA | 2.38 | 1.39 | 0.57 | 0.51 | NA | NA | … | … | 1.80 | 2.64 | 0.15 | 0.94 | -0.60 | 1.08 | 0.08 | 1.46 | -1.54 | 3.47 | 0.43 | -0.26 | -0.78 |
| Standard Deviation(%) | NA | 13.44 | 13.81 | 15.18 | 16.33 | NA | NA | … | … | 16.83 | 14.52 | 12.25 | 12.87 | 20.38 | 13.26 | 29.89 | 10.91 | 13.46 | 7.68 | 17.59 | 14.58 | 10.67 |
| Draw Down(%) | NA | 11.07 | 13.36 | 26.65 | 46.98 | NA | NA | … | … | 11.07 | 13.36 | 8.56 | 10.43 | 26.65 | 7.90 | 40.42 | 11.15 | 27.46 | 2.73 | 13.36 | 18.33 | 15.57 |
| Yield(%) | 0.00 | 9.83 | 7.06 | 5.20 | 5.17 | 3.25 | 2.44 | … | … | 0.00 | 11.71 | 5.25 | 3.48 | 2.79 | 6.72 | 2.13 | 5.06 | 2.89 | 3.44 | 3.49 | 2.09 | 1.23 |
Data as of 06/04/2026, Common starting date is 02/19/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMVIX (MATSON MONEY INTERNATIONAL EQUITY VI PORTFOLIO INSTITUTIONAL CLASS) |
-8.36%
Mar 2017 – Mar 2020 |
-3.67%
Mar 2015 – Mar 2020 |
3.48%
Jun 2014 – Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMVIX (MATSON MONEY INTERNATIONAL EQUITY VI PORTFOLIO INSTITUTIONAL CLASS) |
23.78%
Sep 2022 – Sep 2025 |
15.35%
Oct 2020 – Oct 2025 |
11.16%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart