Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MIEAX (MM S&P 500 INDEX FUND CLASS R4) | 8.12% | -12.36% | -4.91% | -3.24% | 3.53% | 7.22% | 5.26% | 4.02% |
Data as of 07/31/2025, AR inception is 12/28/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MIEAX (MM S&P 500 INDEX FUND CLASS R4) | 12/28/1998 | 07/31/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.41 | -12.36 | -4.91 | -3.24 | 3.53 | 7.22 | 5.26 | 4.02 | 8.12 | -5.80 | 18.11 | -37.92 | 13.37 | 2.25 | 30.73 | -5.37 | 21.33 | 11.27 | 0.78 | 12.92 | 31.53 | 15.28 | 1.42 | 14.29 | 25.83 | -37.44 | 4.81 | 14.95 | 4.17 | 10.68 | 26.45 | -23.32 | -13.31 | -11.88 | 18.52 | 0.43 |
| Sharpe Ratio | NA | -0.38 | -0.24 | -0.18 | 0.10 | NA | NA | 0.12 | 0.60 | -0.41 | 1.01 | -1.07 | 0.72 | 0.05 | 2.34 | -0.39 | 3.09 | 0.84 | 0.05 | 1.13 | 2.78 | 1.20 | 0.06 | 0.79 | 0.95 | -0.93 | 0.11 | 1.17 | 0.20 | 0.86 | 1.52 | -0.94 | -0.74 | -0.72 | 0.84 | 2.28 |
| Standard Deviation(%) | NA | 33.94 | 28.47 | 26.29 | 23.14 | NA | NA | 21.24 | 22.85 | 30.42 | 13.89 | 36.76 | 18.56 | 37.65 | 12.51 | 17.22 | 6.73 | 13.12 | 15.58 | 11.43 | 11.33 | 12.77 | 23.42 | 18.03 | 27.16 | 40.97 | 16.09 | 10.02 | 10.21 | 11.28 | 17.00 | 25.89 | 21.57 | 22.19 | 18.12 | 17.84 |
| Draw Down(%) | NA | 37.79 | 37.79 | 47.44 | 47.44 | NA | NA | 55.71 | 18.86 | 26.85 | 10.07 | 39.26 | 14.07 | 33.73 | 6.67 | 19.89 | 2.66 | 10.33 | 12.10 | 7.34 | 5.68 | 9.67 | 18.90 | 15.73 | 27.29 | 48.06 | 9.99 | 7.53 | 7.02 | 7.79 | 13.79 | 33.33 | 29.52 | 17.27 | 12.18 | 0.93 |
| Yield(%) | 0.00 | 0.88 | 0.93 | 1.04 | 5.87 | 8.09 | 5.87 | 4.50 | 0.00 | 1.03 | 1.21 | 0.93 | 0.93 | 1.63 | 7.79 | 15.17 | 23.31 | 6.51 | 3.73 | 3.80 | 2.83 | 2.16 | 1.42 | 1.44 | 1.30 | 1.79 | 1.28 | 1.32 | 1.04 | 1.81 | 0.00 | 0.00 | 0.00 | 0.00 | 0.89 | 0.26 |
Data as of 07/31/2025, AR inception is 12/28/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIEAX (MM S&P 500 INDEX FUND CLASS R4) |
-17.82%
Mar 2000 - Mar 2003 |
-7.19%
Feb 2004 - Feb 2009 |
-4.67%
Feb 1999 - Feb 2009 |
2.78%
Aug 2000 - Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIEAX (MM S&P 500 INDEX FUND CLASS R4) |
24.78%
Feb 2009 - Feb 2012 |
22.23%
Feb 2009 - Feb 2014 |
15.92%
Feb 2009 - Feb 2019 |
10.83%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart