Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MBSAX (Multisector Bond SMA Completion Portfolio) | 2.17% | 8.97% | 10.37% | 6.70% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/29/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MBSAX (Multisector Bond SMA Completion Portfolio) | 10/29/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.21 | 8.97 | 10.37 | 6.70 | NA | NA | NA | … | … | 2.17 | 11.00 | 8.30 | 14.41 | -0.67 | 3.11 | 2.64 | 1.52 |
| Sharpe Ratio | NA | 1.38 | 1.26 | 0.60 | NA | NA | NA | … | … | 0.46 | 1.69 | 0.81 | 1.23 | -0.23 | 0.80 | 0.19 | 4.92 |
| Standard Deviation(%) | NA | 5.14 | 6.26 | 6.98 | NA | NA | NA | … | … | 6.36 | 4.83 | 5.77 | 8.80 | 9.13 | 3.87 | 12.39 | 1.66 |
| Draw Down(%) | NA | 4.13 | 5.15 | 10.29 | NA | NA | NA | … | … | 4.13 | 3.15 | 3.70 | 5.21 | 9.95 | 3.13 | 13.26 | 0.41 |
| Yield(%) | 0.00 | 6.88 | 6.05 | 4.66 | 2.63 | 1.76 | 1.32 | … | … | 1.72 | 6.93 | 5.30 | 5.02 | 2.75 | 1.40 | 0.92 | 0.35 |
Data as of 06/04/2026, Common starting date is 10/29/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBSAX (Multisector Bond SMA Completion Portfolio) |
1.68%
Dec 2019 – Dec 2022 |
5.43%
Dec 2019 – Dec 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBSAX (Multisector Bond SMA Completion Portfolio) |
13.64%
Sep 2022 – Sep 2025 |
8.18%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart