Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MHWIX (Blk Rk Sg Bf C) | -0.11% | 3.13% | 3.88% | -1.28% | 0.65% | 1.09% | NA | … | … |
Data as of 06/03/2026, Common starting date is 10/05/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MHWIX (Blk Rk Sg Bf C) | 10/05/2006 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.19 | 3.13 | 3.88 | -1.28 | 0.65 | 1.09 | NA | … | … | -0.11 | 7.66 | -0.93 | 5.87 | -15.56 | -2.08 | 4.71 | 7.40 | -1.99 | 6.25 | 4.04 | -5.63 | -0.03 | 0.85 | 7.61 | 1.82 | 2.90 | 10.26 | -2.99 | 7.03 | 2.37 |
| Sharpe Ratio | NA | 0.29 | 0.22 | -0.68 | -0.17 | NA | NA | … | … | -0.34 | 1.15 | -0.90 | 0.34 | -2.47 | -0.78 | 0.68 | 1.59 | -1.16 | 1.53 | 0.76 | -1.17 | -0.03 | 0.28 | 2.92 | 0.59 | 0.77 | 1.83 | -0.41 | 0.69 | 1.24 |
| Standard Deviation(%) | NA | 4.66 | 5.15 | 5.47 | 4.96 | NA | NA | … | … | 5.41 | 4.16 | 5.03 | 6.53 | 6.90 | 2.68 | 6.50 | 3.72 | 2.93 | 3.66 | 5.01 | 4.83 | 1.77 | 2.87 | 2.61 | 3.03 | 3.63 | 5.57 | 9.57 | 5.67 | 5.60 |
| Draw Down(%) | NA | 4.40 | 5.74 | 21.11 | 23.63 | NA | NA | … | … | 4.40 | 1.85 | 4.57 | 7.54 | 19.61 | 2.85 | 10.06 | 1.60 | 6.08 | 2.59 | 6.78 | 6.35 | 1.53 | 3.86 | 1.49 | 2.65 | 3.52 | 5.43 | 17.62 | 4.07 | 2.19 |
| Yield(%) | 0.00 | 3.29 | 2.49 | 1.85 | 1.70 | 1.83 | 2.40 | … | … | 1.19 | 3.49 | 1.91 | 1.88 | 1.78 | 0.75 | 0.60 | 1.66 | 1.53 | 2.24 | 1.77 | 4.28 | 0.60 | 1.46 | 2.03 | 2.12 | 2.89 | 8.02 | 4.68 | 4.29 | 0.41 |
Data as of 06/03/2026, Common starting date is 10/05/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MHWIX (Blk Rk Sg Bf C) |
-6.99%
Oct 2020 – Oct 2023 |
-2.55%
Sep 2017 – Sep 2022 |
-0.65%
Oct 2013 – Oct 2023 |
0.66%
Mar 2008 – Mar 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MHWIX (Blk Rk Sg Bf C) |
7.44%
Oct 2008 – Oct 2011 |
5.88%
Oct 2008 – Oct 2013 |
3.14%
Oct 2008 – Oct 2018 |
2.58%
Dec 2006 – Dec 2021 |
Annualized Rolling Returns Comparison Chart