Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FMVUX (MATSON MONEY U.S. EQUITY VI PORTFOLIO INSTITUTIONAL CLASS) | 15.00% | 32.27% | 18.22% | 9.53% | 11.39% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/19/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FMVUX (MATSON MONEY U.S. 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 (%) | 0.85 | 32.27 | 18.22 | 9.53 | 11.39 | NA | NA | … | … | 15.00 | 11.62 | 12.07 | 16.39 | -9.92 | 31.26 | 5.56 | 22.67 | -11.98 | 13.32 | 20.58 | -4.29 | 7.46 |
| Sharpe Ratio | NA | 2.07 | 0.90 | 0.39 | 0.50 | NA | NA | … | … | 2.43 | 0.45 | 0.55 | 0.80 | -0.50 | 1.77 | 0.14 | 1.44 | -0.81 | 1.31 | 1.27 | -0.28 | 0.66 |
| Standard Deviation(%) | NA | 13.82 | 16.56 | 17.97 | 19.57 | NA | NA | … | … | 14.14 | 19.35 | 15.35 | 16.03 | 22.65 | 17.62 | 36.71 | 14.73 | 16.64 | 9.70 | 15.98 | 15.70 | 12.97 |
| Draw Down(%) | NA | 7.53 | 22.35 | 22.35 | 42.35 | NA | NA | … | … | 7.53 | 19.58 | 8.03 | 12.68 | 20.60 | 7.63 | 42.35 | 9.49 | 23.70 | 4.99 | 12.51 | 14.04 | 10.86 |
| Yield(%) | 0.00 | 8.17 | 9.57 | 7.79 | 8.51 | 6.15 | 4.61 | … | … | 0.00 | 7.95 | 10.99 | 8.60 | 8.92 | 9.16 | 4.22 | 6.53 | 6.17 | 5.62 | 5.06 | 3.75 | 0.38 |
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 |
|---|---|---|---|---|
| FMVUX (MATSON MONEY U.S. EQUITY VI PORTFOLIO INSTITUTIONAL CLASS) |
-6.67%
Mar 2017 – Mar 2020 |
-1.30%
Mar 2015 – Mar 2020 |
7.60%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMVUX (MATSON MONEY U.S. EQUITY VI PORTFOLIO INSTITUTIONAL CLASS) |
23.58%
Mar 2020 – Mar 2023 |
18.15%
Mar 2020 – Mar 2025 |
11.83%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart