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
MFMS (MFAM Small-Cap Growth ETF) NA 13.53% -7.70% 9.90% NA NA NA
Data as of 01/29/2024, Common starting date is 11/06/2018
More Performance Analytics Comparison
Name Start Date End Date
MFMS (MFAM Small-Cap Growth ETF) 11/06/2018 01/29/2024
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2024 2023 2022 2021 2020 2019 2018
Annualized Return (%) 0.97 13.53 -7.70 9.90 NA NA NA -1.47 26.59 -32.82 -2.86 58.56 38.30 -11.61
Sharpe Ratio NA 0.41 -0.39 0.31 NA NA NA -1.11 1.24 -1.08 -0.13 1.54 1.88 -1.58
Standard Deviation(%) NA 18.36 24.75 27.02 NA NA NA 19.30 18.26 31.74 22.83 37.76 19.60 36.84
Draw Down(%) NA 15.29 48.79 48.79 NA NA NA 4.83 15.29 39.52 20.56 35.14 12.97 20.28
Yield(%) 0.00 0.00 0.80 3.32 1.62 1.08 0.81 0.00 0.00 0.22 2.31 8.34 1.82 0.00
Data as of 01/29/2024, Common starting date is 11/06/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MFMS (MFAM Small-Cap Growth ETF) -7.53%
Nov 2020 – Nov 2023
12.41%
Dec 2018 – Dec 2023
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MFMS (MFAM Small-Cap Growth ETF) 28.67%
Dec 2018 – Dec 2021
12.41%
Dec 2018 – Dec 2023
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return