Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MAEQX (EQUITY INDEX FUND EQUITY INDEX FUND CLASS) | NA | 36.59% | 11.47% | 15.03% | 11.39% | 8.13% | 6.60% | … | … |
Data as of 03/09/2021, Common starting date is 06/29/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MAEQX (EQUITY INDEX FUND EQUITY INDEX FUND CLASS) | 06/29/1999 | 03/09/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | 0.00 | 36.59 | 11.47 | 15.03 | 11.39 | 8.13 | 6.60 | … | … | 0.00 | 16.44 | 30.24 | -4.99 | 22.25 | 11.06 | 1.87 | 1.44 | 32.45 | 13.80 | 1.64 | 14.85 | 26.23 | -37.09 | 1.24 | 15.51 | 4.76 | 10.74 | 28.21 | -22.13 | -12.10 | -10.61 | 8.90 |
| Sharpe Ratio | NA | 1.15 | 0.46 | 0.75 | 0.46 | NA | NA | … | … | 0.00 | 0.47 | 2.29 | -0.36 | 3.18 | 0.82 | 0.10 | 0.03 | 2.86 | 1.12 | 0.07 | 0.81 | 0.96 | -0.93 | -0.10 | 1.18 | 0.26 | 0.83 | 1.59 | -0.90 | -0.68 | -0.66 | 0.88 |
| Standard Deviation(%) | NA | 31.87 | 22.99 | 18.97 | 23.93 | NA | NA | … | … | NA | 34.60 | 12.60 | 17.28 | 6.84 | 13.17 | 19.02 | 52.12 | 11.34 | 12.37 | 22.85 | 18.22 | 27.19 | 40.92 | 17.17 | 10.42 | 10.06 | 11.79 | 17.33 | 25.86 | 21.53 | 22.11 | 16.74 |
| Draw Down(%) | NA | 22.31 | 33.85 | 33.85 | 39.25 | NA | NA | … | … | 0.00 | 33.85 | 6.57 | 19.39 | 2.59 | 10.84 | 12.05 | 35.95 | 5.64 | 9.49 | 19.32 | 15.66 | 27.05 | 47.79 | 10.89 | 7.46 | 6.97 | 7.43 | 12.61 | 32.97 | 29.21 | 16.78 | 11.75 |
| Yield(%) | 0.00 | 7.42 | 6.45 | 6.95 | 9.82 | 7.13 | 5.86 | … | … | 0.00 | 6.27 | 6.36 | 7.65 | 4.27 | 3.77 | 4.79 | 38.84 | 3.29 | 1.02 | 0.86 | 1.93 | 2.29 | 0.93 | 1.88 | 1.89 | 1.77 | 1.89 | 1.60 | 1.24 | 0.93 | 0.93 | 0.78 |
Data as of 03/09/2021, Common starting date is 06/29/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MAEQX (EQUITY INDEX FUND EQUITY INDEX FUND CLASS) |
-16.63%
Mar 2000 – Mar 2003 |
-7.50%
Feb 2004 – Feb 2009 |
-2.51%
Aug 2000 – Aug 2010 |
2.31%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MAEQX (EQUITY INDEX FUND EQUITY INDEX FUND CLASS) |
24.96%
Feb 2009 – Feb 2012 |
22.41%
Feb 2009 – Feb 2014 |
14.95%
Feb 2009 – Feb 2019 |
9.09%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart