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
MDKIX (MM S&P MID CAP INDEX FUND CLASS R5) NA -17.16% -15.21% -6.92% 3.30% NA NA
Data as of 07/27/2022, Common starting date is 07/26/2012
More Performance Analytics Comparison
Name Start Date End Date
MDKIX (MM S&P MID CAP INDEX FUND CLASS R5) 07/26/2012 07/27/2022
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Annualized Return (%) 0.00 -17.16 -15.21 -6.92 3.30 NA NA -21.79 3.62 -35.55 21.12 -17.84 15.78 20.25 -2.39 9.38 33.08 10.46
Sharpe Ratio NA -0.63 -0.36 -0.22 0.11 NA NA -1.40 0.16 -0.53 1.34 -1.02 1.59 1.27 -0.16 0.72 2.50 1.98
Standard Deviation(%) NA 27.71 43.10 34.59 26.33 NA NA 25.70 22.55 66.96 14.87 18.78 9.56 15.67 15.06 13.03 13.22 13.33
Draw Down(%) NA 30.11 44.62 44.62 44.62 NA NA 24.19 17.96 43.31 8.46 28.86 5.50 11.36 12.61 10.58 7.28 7.75
Yield(%) 0.00 11.41 8.55 7.81 10.09 6.87 5.16 0.00 13.45 7.44 4.74 6.58 7.27 12.04 5.48 4.19 19.07 1.58
Data as of 07/27/2022, Common starting date is 07/26/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MDKIX (MM S&P MID CAP INDEX FUND CLASS R5) -14.78%
Jun 2019 – Jun 2022
-6.65%
Jun 2017 – Jun 2022
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MDKIX (MM S&P MID CAP INDEX FUND CLASS R5) 15.31%
Sep 2015 – Sep 2018
15.06%
Nov 2012 – Nov 2017
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return