Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MBOVX (M LARGE CAP VALUE FUND M LARGE CAP VALUE FUND) | 11.03% | 27.94% | 19.70% | 11.28% | 10.84% | 8.93% | 5.78% | … | … |
Data as of 06/04/2026, Common starting date is 04/24/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MBOVX (M LARGE CAP VALUE FUND M LARGE CAP VALUE FUND) | 04/24/2002 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.80 | 27.94 | 19.70 | 11.28 | 10.84 | 8.93 | 5.78 | … | … | 11.03 | 18.05 | 18.50 | 7.62 | -0.90 | 30.01 | -3.15 | 21.51 | -12.07 | 14.99 | 7.69 | -10.40 | -1.98 | 34.22 | 17.29 | -4.11 | 8.42 | 23.54 | -36.50 | -3.51 | 4.06 | -1.39 | 21.21 | 28.86 | -22.93 |
| Sharpe Ratio | NA | 2.32 | 1.28 | 0.60 | 0.52 | NA | NA | … | … | 2.14 | 1.00 | 1.27 | 0.30 | -0.12 | 2.05 | -0.09 | 1.62 | -0.84 | 1.75 | 0.46 | -0.60 | -0.12 | 2.82 | 1.30 | -0.17 | 0.44 | 0.92 | -1.05 | -0.36 | 0.05 | -0.28 | 1.76 | 1.78 | -1.19 |
| Standard Deviation(%) | NA | 10.63 | 12.95 | 14.76 | 17.79 | NA | NA | … | … | 11.40 | 15.47 | 11.72 | 13.12 | 19.45 | 14.63 | 37.16 | 12.36 | 16.04 | 8.23 | 16.11 | 17.41 | 16.43 | 12.11 | 13.42 | 25.04 | 18.73 | 25.35 | 35.66 | 18.65 | 12.86 | 13.09 | 11.46 | 15.79 | 27.29 |
| Draw Down(%) | NA | 6.77 | 14.01 | 17.30 | 40.78 | NA | NA | … | … | 6.77 | 13.32 | 8.07 | 10.55 | 17.30 | 6.16 | 40.78 | 7.53 | 21.83 | 5.09 | 15.62 | 15.35 | 11.52 | 5.49 | 11.26 | 22.01 | 19.30 | 24.69 | 45.48 | 13.51 | 14.29 | 8.29 | 7.94 | 14.37 | 30.75 |
| Yield(%) | 0.00 | 8.45 | 8.77 | 6.52 | 6.82 | 6.31 | 4.03 | … | … | 0.00 | 8.60 | 11.63 | 3.83 | 6.92 | 1.99 | 2.72 | 5.78 | 8.51 | 6.90 | 0.00 | 0.00 | 1.10 | 13.22 | 0.90 | 0.37 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 04/24/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBOVX (M LARGE CAP VALUE FUND M LARGE CAP VALUE FUND) |
-18.77%
Feb 2006 – Feb 2009 |
-9.40%
Feb 2004 – Feb 2009 |
0.00%
Feb 2006 – Feb 2016 |
0.49%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBOVX (M LARGE CAP VALUE FUND M LARGE CAP VALUE FUND) |
23.06%
Sep 2011 – Sep 2014 |
18.60%
Feb 2009 – Feb 2014 |
11.29%
Feb 2016 – Feb 2026 |
9.39%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart