Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MDMTX (Blrc Sgy Mnp A1) | 1.79% | 6.80% | 3.61% | 0.28% | 1.94% | 3.14% | 3.48% | … | … |
Data as of 06/05/2026, Common starting date is 10/21/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MDMTX (Blrc Sgy Mnp A1) | 10/21/1994 | 06/05/2026 |
| 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 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.29 | 6.80 | 3.61 | 0.28 | 1.94 | 3.14 | 3.48 | … | … | 1.79 | 2.61 | 3.21 | 5.11 | -11.60 | 5.75 | 0.57 | 6.64 | 1.19 | 7.98 | 0.71 | 3.57 | 9.52 | -2.93 | 8.33 | 11.21 | 3.29 | 13.28 | -4.08 | 3.24 | 3.98 | 1.09 | 2.32 | 4.83 | 10.37 | 3.42 | 9.93 | -2.15 | 6.44 | 8.55 | 3.29 | 12.02 | -0.81 |
| Sharpe Ratio | NA | 1.27 | 0.13 | -0.48 | 0.06 | NA | NA | … | … | 0.37 | -0.04 | -0.10 | 0.34 | -2.52 | 2.90 | 0.03 | 2.74 | -0.11 | 3.18 | 0.17 | 1.79 | 4.72 | -0.71 | 2.85 | 4.12 | 1.10 | 4.27 | -1.13 | 0.04 | 0.25 | -0.49 | 0.38 | 1.21 | 2.50 | 0.31 | 2.61 | -2.24 | 1.06 | 1.70 | -0.09 | 2.44 | -2.17 |
| Standard Deviation(%) | NA | 3.12 | 4.98 | 4.67 | 4.79 | NA | NA | … | … | 3.24 | 6.26 | 4.22 | 4.33 | 5.19 | 1.97 | 9.94 | 1.88 | 1.74 | 2.31 | 2.95 | 1.97 | 2.01 | 4.16 | 2.93 | 2.71 | 2.91 | 3.09 | 4.44 | 2.38 | 2.24 | 2.41 | 3.51 | 3.39 | 3.69 | 3.12 | 2.19 | 2.46 | 2.80 | 2.86 | 3.92 | 3.29 | 3.75 |
| Draw Down(%) | NA | 2.76 | 6.35 | 16.32 | 16.76 | NA | NA | … | … | 2.76 | 5.93 | 2.92 | 7.04 | 16.32 | 2.02 | 16.76 | 0.85 | 1.57 | 1.45 | 6.04 | 2.32 | 1.28 | 7.95 | 2.62 | 2.23 | 5.23 | 2.67 | 8.92 | 1.75 | 1.26 | 2.70 | 5.98 | 4.65 | 4.48 | 5.06 | 2.32 | 4.96 | 2.23 | 2.13 | 4.09 | 1.60 | 3.60 |
| Yield(%) | 0.00 | 3.63 | 3.47 | 2.67 | 2.94 | 3.34 | 3.51 | … | … | 1.39 | 3.64 | 3.55 | 2.95 | 2.19 | 1.99 | 2.27 | 2.87 | 4.50 | 2.97 | 3.70 | 2.78 | 3.13 | 3.54 | 3.79 | 3.78 | 3.42 | 3.87 | 3.67 | 3.56 | 3.61 | 5.45 | 3.57 | 3.98 | 4.58 | 4.46 | 4.47 | 3.85 | 6.29 | 4.35 | 4.54 | 5.35 | 1.03 |
Data as of 06/05/2026, Common starting date is 10/21/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDMTX (Blrc Sgy Mnp A1) |
-3.22%
Oct 2019 – Oct 2022 |
-0.55%
Oct 2018 – Oct 2023 |
1.55%
Oct 2012 – Oct 2022 |
2.76%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDMTX (Blrc Sgy Mnp A1) |
9.17%
Dec 2008 – Dec 2011 |
6.84%
Feb 2008 – Feb 2013 |
5.83%
Nov 1994 – Nov 2004 |
5.20%
Nov 1997 – Nov 2012 |
Annualized Rolling Returns Comparison Chart