Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MACMX (Brf Clf Mpl Opf) | 1.46% | 5.95% | 3.88% | 1.11% | 2.37% | 3.77% | 3.87% | … | … |
Data as of 06/05/2026, Common starting date is 10/28/1988
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MACMX (Brf Clf Mpl Opf) | 10/28/1988 | 06/05/2026 |
| 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 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.25 | 5.95 | 3.88 | 1.11 | 2.37 | 3.77 | 3.87 | … | … | 1.46 | 3.18 | 3.31 | 5.25 | -8.13 | 4.71 | 1.45 | 6.84 | 1.25 | 7.23 | 0.41 | 4.88 | 12.42 | -5.41 | 11.69 | 12.96 | 1.64 | 12.96 | -3.61 | 2.27 | 4.37 | 3.15 | 3.37 | 4.46 | 9.28 | 4.77 | 13.47 | -5.04 | 6.06 | 8.68 | 4.40 | 17.78 | -7.11 | 10.26 | 6.76 | 10.34 | 6.15 | 10.10 | 1.21 |
| Sharpe Ratio | NA | 1.10 | 0.20 | -0.34 | 0.18 | NA | NA | … | … | 0.15 | 0.05 | -0.10 | 0.43 | -1.91 | 2.78 | 0.16 | 2.98 | -0.08 | 2.78 | 0.07 | 2.58 | 5.69 | -1.05 | 3.69 | 3.17 | 0.35 | 2.85 | -0.51 | -0.35 | 0.42 | 0.38 | 0.65 | 1.00 | 2.38 | 0.88 | 3.13 | -2.35 | 0.80 | 1.56 | 0.16 | 3.36 | -1.50 | 1.97 | 1.27 | 1.74 | 0.18 | 1.20 | 0.34 |
| Standard Deviation(%) | NA | 2.87 | 4.23 | 4.12 | 4.04 | NA | NA | … | … | 3.03 | 5.66 | 2.95 | 3.72 | 5.03 | 1.68 | 7.61 | 1.80 | 1.69 | 2.38 | 2.78 | 1.88 | 2.18 | 5.21 | 3.18 | 4.08 | 4.39 | 4.52 | 8.99 | 2.55 | 2.26 | 2.30 | 3.64 | 3.74 | 3.42 | 2.68 | 2.96 | 3.58 | 3.24 | 3.19 | 4.61 | 4.11 | 6.78 | 4.09 | 3.34 | 3.68 | 3.53 | 3.46 | 4.19 |
| Draw Down(%) | NA | 2.50 | 5.24 | 13.06 | 13.37 | NA | NA | … | … | 2.50 | 5.24 | 1.64 | 5.11 | 13.06 | 1.77 | 13.37 | 0.74 | 1.52 | 1.49 | 5.30 | 1.50 | 1.00 | 11.80 | 3.02 | 4.64 | 8.06 | 3.98 | 12.86 | 2.33 | 1.09 | 1.71 | 5.82 | 5.15 | 4.03 | 3.66 | 3.35 | 7.73 | 2.26 | 2.65 | 4.72 | 2.94 | 12.61 | 2.75 | 3.84 | 1.85 | 4.13 | 2.47 | 1.91 |
| Yield(%) | 0.00 | 3.45 | 3.38 | 2.70 | 2.88 | 3.59 | 3.73 | … | … | 1.28 | 3.58 | 3.34 | 3.00 | 2.31 | 1.85 | 2.00 | 2.89 | 4.45 | 3.31 | 2.75 | 3.48 | 3.81 | 4.44 | 4.20 | 5.04 | 4.41 | 4.81 | 4.12 | 4.20 | 4.43 | 4.61 | 4.13 | 4.77 | 5.12 | 5.11 | 5.44 | 4.98 | 7.29 | 5.52 | 5.40 | 6.01 | 5.48 | 5.89 | 6.30 | 6.53 | 6.68 | 6.90 | 1.83 |
Data as of 06/05/2026, Common starting date is 10/28/1988
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MACMX (Brf Clf Mpl Opf) |
-1.94%
Oct 2019 – Oct 2022 |
0.46%
Oct 2017 – Oct 2022 |
1.93%
Oct 2012 – Oct 2022 |
3.32%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MACMX (Brf Clf Mpl Opf) |
11.07%
Sep 1990 – Sep 1993 |
9.09%
Nov 1988 – Nov 1993 |
7.35%
Nov 1988 – Nov 1998 |
6.60%
Nov 1988 – Nov 2003 |
Annualized Rolling Returns Comparison Chart