Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MFXAX (CORE PLUS FIXED INCOME PORTFOLIO CLASS A SHARES) | NA | 5.44% | -3.38% | -0.66% | 2.36% | 3.58% | 2.94% | … | … |
Data as of 09/03/2024, Common starting date is 12/10/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MFXAX (CORE PLUS FIXED INCOME PORTFOLIO CLASS A SHARES) | 12/10/1996 | 09/03/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.44 | -3.38 | -0.66 | 2.36 | 3.58 | 2.94 | … | … | 0.13 | 6.83 | -14.89 | -0.79 | 7.46 | 10.32 | -0.77 | 5.77 | 11.68 | -0.65 | 7.70 | -0.52 | 9.82 | 5.90 | 6.90 | 11.32 | -16.65 | 4.88 | 3.83 | 4.56 | 4.38 | 5.34 | 6.38 | 10.00 | 10.61 | -0.84 | 6.63 | 9.33 | -1.39 |
| Sharpe Ratio | NA | 0.18 | -1.00 | -0.44 | 0.25 | NA | NA | … | … | -1.10 | 0.37 | -2.27 | -0.26 | 1.32 | 2.89 | -0.75 | 1.97 | 2.09 | -0.22 | 3.75 | -0.18 | 3.91 | 1.63 | 1.70 | 2.50 | -2.54 | 0.61 | 0.26 | 1.08 | 1.38 | 2.01 | 2.01 | 2.04 | 1.57 | -0.87 | 0.92 | 1.71 | -3.14 |
| Standard Deviation(%) | NA | 4.93 | 6.13 | 5.54 | 4.63 | NA | NA | … | … | 3.30 | 7.04 | 7.19 | 3.12 | 5.47 | 3.09 | 2.76 | 2.62 | 5.48 | 3.17 | 2.05 | 3.00 | 2.52 | 3.59 | 4.01 | 4.49 | 6.89 | 3.10 | 2.18 | 2.22 | 2.49 | 2.31 | 2.62 | 3.83 | 4.14 | 4.65 | 3.61 | 3.39 | 8.20 |
| Draw Down(%) | NA | 4.02 | 19.27 | 19.27 | 19.27 | NA | NA | … | … | 2.44 | 6.58 | 18.23 | 3.20 | 9.52 | 2.14 | 2.89 | 1.37 | 3.87 | 2.85 | 0.77 | 5.36 | 0.98 | 2.06 | 3.31 | 1.56 | 20.89 | 1.76 | 1.46 | 1.46 | 2.60 | 2.01 | 1.53 | 1.68 | 3.64 | 5.33 | 3.08 | 2.25 | 1.90 |
| Yield(%) | 0.00 | 3.06 | 2.70 | 3.13 | 3.27 | 3.76 | 3.51 | … | … | 0.97 | 4.70 | 2.57 | 2.18 | 4.82 | 3.55 | 2.46 | 2.66 | 3.19 | 3.40 | 2.78 | 3.56 | 5.12 | 4.07 | 3.34 | 3.93 | 6.58 | 4.24 | 5.53 | 4.91 | 4.48 | 5.02 | 7.09 | 6.47 | 7.04 | 6.25 | 8.22 | 7.61 | 1.97 |
Data as of 09/03/2024, Common starting date is 12/10/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFXAX (CORE PLUS FIXED INCOME PORTFOLIO CLASS A SHARES) |
-5.26%
Oct 2020 – Oct 2023 |
-0.62%
Aug 2019 – Aug 2024 |
2.02%
Oct 2012 – Oct 2022 |
2.33%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFXAX (CORE PLUS FIXED INCOME PORTFOLIO CLASS A SHARES) |
10.13%
May 2000 – May 2003 |
7.82%
May 2000 – May 2005 |
6.15%
Mar 1997 – Mar 2007 |
4.88%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart