Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MABOX (BOND FUND BOND FUND CLASS) | NA | -0.13% | 4.69% | 3.56% | 3.44% | 4.28% | 4.17% | 4.52% |
Data as of 03/09/2021, AR inception is 06/27/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MABOX (BOND FUND BOND FUND CLASS) | 06/27/1996 | 03/09/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -0.13 | 4.69 | 3.56 | 3.44 | 4.28 | 4.17 | 4.52 | 0.00 | 6.07 | 5.71 | 0.46 | 3.12 | 2.42 | 2.26 | 6.49 | -2.34 | 4.85 | 5.38 | 6.65 | 9.51 | 3.05 | 6.73 | 4.19 | 1.76 | 3.75 | 4.44 | 5.29 | 7.84 | 5.79 | -3.54 | 6.01 | 8.80 | 4.80 |
| Sharpe Ratio | NA | -0.05 | 1.05 | 0.79 | 0.82 | NA | NA | 0.64 | 0.00 | 1.34 | 1.15 | -0.31 | 0.77 | 0.55 | 0.54 | 1.90 | -0.56 | 1.60 | 1.24 | 1.79 | 2.18 | 0.28 | 1.08 | 0.23 | -0.08 | 0.73 | 1.04 | 1.09 | 1.02 | 0.39 | -1.45 | 0.56 | 1.47 | 0.43 |
| Standard Deviation(%) | NA | 3.89 | 3.60 | 3.55 | 3.73 | NA | NA | 4.68 | NA | 4.33 | 3.73 | 2.79 | 3.24 | 4.03 | 4.10 | 3.40 | 4.27 | 3.02 | 4.32 | 3.67 | 4.31 | 7.54 | 3.46 | 3.86 | 5.32 | 3.84 | 3.60 | 3.85 | 5.48 | 4.50 | 4.67 | 4.80 | 3.58 | 14.36 |
| Draw Down(%) | NA | 4.34 | 4.34 | 4.34 | 5.08 | NA | NA | 7.64 | 0.00 | 4.34 | 1.95 | 2.65 | 1.41 | 3.62 | 2.94 | 1.50 | 5.08 | 1.33 | 2.31 | 2.80 | 1.65 | 5.42 | 2.22 | 2.17 | 4.26 | 4.41 | 4.31 | 2.09 | 4.27 | 3.95 | 4.78 | 4.25 | 2.14 | 7.15 |
| Yield(%) | 0.00 | 1.67 | 2.03 | 2.36 | 3.04 | 3.64 | 3.76 | 4.20 | 0.00 | 1.77 | 1.33 | 2.88 | 2.82 | 3.05 | 3.23 | 5.63 | 5.30 | 2.81 | 1.51 | 3.24 | 4.47 | 4.89 | 4.54 | 4.02 | 3.88 | 3.81 | 4.02 | 5.59 | 6.30 | 6.99 | 5.73 | 5.92 | 5.88 | 3.77 |
Data as of 03/09/2021, AR inception is 06/27/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MABOX (BOND FUND BOND FUND CLASS) |
1.29%
Apr 2015 - Apr 2018 |
1.89%
Apr 2013 - Apr 2018 |
3.28%
Oct 2010 - Oct 2020 |
3.71%
May 2003 - May 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MABOX (BOND FUND BOND FUND CLASS) |
8.23%
Oct 2008 - Oct 2011 |
6.58%
May 2006 - May 2011 |
5.70%
Oct 2000 - Oct 2010 |
5.15%
Aug 1996 - Aug 2011 |
Annualized Rolling Returns Comparison Chart