Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MAMQX (MID-CAP EQUITY INDEX FUND MID-CAP EQUITY INDEX FUND CLASS) | NA | 41.39% | 7.43% | 12.25% | 9.75% | 6.99% | 7.26% | … | … |
Data as of 03/09/2021, Common starting date is 12/28/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MAMQX (MID-CAP EQUITY INDEX FUND MID-CAP EQUITY INDEX FUND CLASS) | 12/28/2000 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 41.39 | 7.43 | 12.25 | 9.75 | 6.99 | 7.26 | … | … | 0.00 | 12.18 | 28.09 | -11.82 | 15.85 | 8.94 | 7.13 | 3.60 | 30.38 | 14.28 | -3.78 | 34.39 | 37.06 | -38.76 | -1.59 | 0.71 | 6.70 | 12.70 | 35.24 | -14.52 | -0.87 | -2.05 |
| Sharpe Ratio | NA | 1.07 | 0.24 | 0.50 | 0.38 | NA | NA | … | … | 0.00 | 0.29 | 1.84 | -0.68 | 0.99 | 0.40 | 0.40 | 0.09 | 2.17 | 0.92 | -0.13 | 1.39 | 1.15 | -0.92 | -0.25 | -0.17 | 0.31 | 0.79 | 2.06 | -0.63 | -0.15 | NA |
| Standard Deviation(%) | NA | 38.67 | 27.25 | 23.14 | 24.48 | NA | NA | … | … | NA | 41.14 | 14.44 | 19.46 | 15.38 | 21.96 | 17.58 | 38.91 | 13.98 | 15.51 | 28.64 | 24.60 | 32.13 | 43.18 | 19.19 | 16.30 | 14.54 | 14.85 | 16.78 | 24.97 | 22.82 | 0.00 |
| Draw Down(%) | NA | 28.12 | 42.34 | 42.34 | 42.34 | NA | NA | … | … | 0.00 | 42.03 | 8.41 | 28.45 | 8.53 | 19.84 | 12.58 | 26.61 | 7.27 | 11.03 | 26.65 | 20.69 | 27.44 | 53.47 | 16.69 | 12.65 | 9.32 | 10.41 | 13.53 | 31.67 | 25.81 | 2.05 |
| Yield(%) | 0.00 | 6.48 | 6.16 | 8.53 | 9.98 | 7.16 | 7.82 | … | … | 0.00 | 5.14 | 7.67 | 7.72 | 10.43 | 7.23 | 12.96 | 28.87 | 7.06 | 4.58 | 4.83 | 13.32 | 1.63 | 0.74 | 1.55 | 1.68 | 1.31 | 1.12 | 1.08 | 0.99 | 0.88 | 0.24 |
Data as of 03/09/2021, Common starting date is 12/28/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MAMQX (MID-CAP EQUITY INDEX FUND MID-CAP EQUITY INDEX FUND CLASS) |
-21.50%
Feb 2006 – Feb 2009 |
-10.19%
Feb 2004 – Feb 2009 |
3.65%
Jan 2001 – Jan 2011 |
4.40%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MAMQX (MID-CAP EQUITY INDEX FUND MID-CAP EQUITY INDEX FUND CLASS) |
30.98%
Feb 2009 – Feb 2012 |
26.56%
Feb 2009 – Feb 2014 |
16.20%
Feb 2009 – Feb 2019 |
9.40%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart
