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
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

3-Year Annualized Rolling Return