Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MFCPX (M CAPITAL APPRECIATION FUND M CAPITAL APPRECIATION FUND) | 21.40% | 48.86% | 20.95% | 10.41% | 13.00% | 9.74% | 7.67% | … | … |
Data as of 06/03/2026, Common starting date is 01/11/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MFCPX (M CAPITAL APPRECIATION FUND M CAPITAL APPRECIATION FUND) | 01/11/1996 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.26 | 48.86 | 20.95 | 10.41 | 13.00 | 9.74 | 7.67 | … | … | 21.40 | 20.06 | 9.84 | 23.55 | -18.15 | 17.73 | 17.75 | 28.79 | -14.11 | 19.09 | 21.06 | -6.50 | 11.44 | 27.07 | 9.61 | -17.77 | 26.72 | 48.55 | -44.30 | 1.94 | 5.75 | 6.45 | 9.33 | 55.89 | -25.28 | -0.99 | 8.68 | 39.96 | 1.14 | 19.17 | 26.85 |
| Sharpe Ratio | NA | 2.30 | 0.80 | 0.32 | 0.46 | NA | NA | … | … | 2.44 | 0.65 | 0.31 | 0.96 | -0.63 | 0.81 | 0.40 | 1.57 | -0.78 | 1.48 | 1.05 | -0.37 | 0.67 | 1.58 | 0.51 | -0.54 | 1.20 | 1.49 | -1.02 | -0.06 | 0.13 | 0.25 | 0.50 | 2.88 | -0.99 | -0.14 | 0.16 | 2.36 | -0.10 | 1.11 | 1.65 |
| Standard Deviation(%) | NA | 20.45 | 22.82 | 24.33 | 24.75 | NA | NA | … | … | 22.92 | 26.83 | 19.84 | 20.91 | 31.34 | 21.86 | 43.38 | 17.40 | 19.85 | 12.51 | 19.78 | 17.71 | 16.95 | 17.11 | 18.80 | 32.77 | 22.11 | 32.60 | 44.11 | 20.06 | 18.06 | 16.83 | 16.75 | 19.15 | 26.58 | 25.89 | 27.32 | 15.51 | 22.62 | 13.93 | 14.56 |
| Draw Down(%) | NA | 11.52 | 30.22 | 30.22 | 47.65 | NA | NA | … | … | 11.52 | 29.19 | 10.86 | 19.03 | 27.95 | 9.91 | 47.65 | 10.74 | 25.97 | 6.33 | 15.86 | 20.91 | 15.23 | 8.28 | 12.05 | 28.22 | 17.41 | 24.27 | 58.15 | 13.89 | 16.30 | 11.95 | 18.59 | 13.61 | 41.51 | 31.48 | 22.23 | 11.97 | 38.77 | 14.90 | 13.37 |
| Yield(%) | 0.00 | 19.14 | 12.19 | 9.75 | 11.25 | 8.74 | 7.13 | … | … | 0.00 | 18.38 | 9.40 | 8.06 | 6.88 | 19.58 | 2.34 | 10.15 | 18.31 | 12.16 | 4.68 | 10.60 | 9.90 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.88 | 26.71 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 01/11/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFCPX (M CAPITAL APPRECIATION FUND M CAPITAL APPRECIATION FUND) |
-21.38%
Feb 2006 – Feb 2009 |
-9.80%
Feb 2004 – Feb 2009 |
-0.07%
Aug 2000 – Aug 2010 |
2.69%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFCPX (M CAPITAL APPRECIATION FUND M CAPITAL APPRECIATION FUND) |
29.20%
Sep 2002 – Sep 2005 |
20.60%
Feb 2009 – Feb 2014 |
13.92%
Feb 2009 – Feb 2019 |
12.37%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart