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
MCSAV -5.04% -2.14% NA NA NA NA NA
Data as of 06/10/2026, Common starting date is 03/21/2025
More Performance Analytics Comparison
Name Start Date End Date
MCSAV 03/21/2025 06/10/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) -2.25 -2.14 NA NA NA NA NA -5.04 29.32
Sharpe Ratio NA -0.03 NA NA NA NA NA -0.77 1.40
Standard Deviation(%) NA 24.60 NA NA NA NA NA 20.67 26.45
Draw Down(%) NA 24.01 NA NA NA NA NA 11.61 24.01
Yield(%) 0.00 9.63 3.84 2.30 1.15 0.77 0.58 2.41 8.68
Data as of 06/10/2026, Common starting date is 03/21/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MCSAV (MCSAV) 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
MCSAV (MCSAV) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return