Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
MAIUX NA 30.56% NA NA NA NA NA
Data as of 03/09/2021, Common starting date is 05/02/2019
More Performance Analytics Comparison
Name Start Date End Date
MAIUX 05/02/2019 03/09/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020 2019
Annualized Return (%) 0.00 30.56 NA NA NA NA NA 0.00 6.78 4.21
Sharpe Ratio NA 1.06 NA NA NA NA NA 0.00 0.21 0.45
Standard Deviation(%) NA 28.82 NA NA NA NA NA NA 31.06 11.41
Draw Down(%) NA 21.33 NA NA NA NA NA 0.00 34.06 8.19
Yield(%) 0.00 1.04 0.68 0.41 0.21 0.14 0.10 0.00 0.85 1.15
Data as of 03/09/2021, Common starting date is 05/02/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MAIUX (MAIUX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MAIUX (MAIUX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return