Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MIEZX (MM S&P 500 INDEX FUND CLASS R5) | 8.29% | 25.48% | 21.32% | 5.01% | 9.28% | 10.36% | 8.28% | … | … |
Data as of 06/05/2026, Common starting date is 08/22/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MIEZX (MM S&P 500 INDEX FUND CLASS R5) | 08/22/2001 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.57 | 25.48 | 21.32 | 5.01 | 9.28 | 10.36 | 8.28 | … | … | 8.29 | 17.53 | 24.68 | 26.11 | -36.89 | 14.38 | 3.12 | 31.33 | -5.01 | 21.87 | 11.65 | 1.20 | 13.46 | 32.04 | 15.75 | 1.85 | 14.92 | 26.31 | -37.16 | 5.27 | 15.58 | 4.72 | 10.81 | 26.74 | -23.31 | -1.05 |
| Sharpe Ratio | NA | 2.26 | 1.33 | 0.15 | 0.38 | NA | NA | … | … | 2.00 | 0.79 | 1.66 | 1.72 | -1.07 | 0.79 | 0.08 | 2.38 | -0.37 | 3.17 | 0.87 | 0.08 | 1.18 | 2.79 | 1.24 | 0.08 | 0.82 | 0.96 | -0.92 | 0.13 | 1.22 | 0.24 | 0.87 | 1.52 | -0.94 | -0.22 |
| Standard Deviation(%) | NA | 11.85 | 14.83 | 21.38 | 20.85 | NA | NA | … | … | 13.47 | 18.67 | 12.70 | 13.15 | 35.75 | 18.25 | 37.46 | 12.56 | 17.22 | 6.73 | 13.17 | 15.51 | 11.37 | 11.47 | 12.77 | 23.48 | 17.98 | 27.20 | 41.10 | 16.12 | 10.02 | 10.34 | 11.28 | 17.09 | 25.99 | 21.41 |
| Draw Down(%) | NA | 8.93 | 18.79 | 43.94 | 43.94 | NA | NA | … | … | 8.93 | 18.79 | 8.48 | 10.01 | 38.18 | 13.64 | 33.71 | 6.63 | 19.77 | 2.60 | 10.36 | 12.06 | 7.30 | 5.58 | 9.58 | 18.75 | 15.66 | 27.18 | 47.87 | 9.93 | 7.48 | 6.98 | 7.57 | 13.82 | 33.00 | 18.38 |
| Yield(%) | 0.00 | 16.83 | 18.76 | 8.34 | 10.04 | 11.78 | 9.41 | … | … | 0.00 | 17.11 | 30.42 | 8.42 | 1.23 | 1.44 | 2.01 | 8.04 | 15.19 | 23.30 | 6.78 | 4.04 | 4.18 | 3.26 | 2.59 | 1.83 | 1.84 | 1.72 | 2.15 | 1.95 | 1.81 | 1.65 | 1.79 | 0.00 | 0.00 | 1.14 |
Data as of 06/05/2026, Common starting date is 08/22/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIEZX (MM S&P 500 INDEX FUND CLASS R5) |
-15.28%
Feb 2006 – Feb 2009 |
-6.78%
Feb 2004 – Feb 2009 |
2.36%
Sep 2001 – Sep 2011 |
4.94%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIEZX (MM S&P 500 INDEX FUND CLASS R5) |
25.33%
Feb 2009 – Feb 2012 |
22.75%
Feb 2009 – Feb 2014 |
16.40%
Feb 2009 – Feb 2019 |
11.91%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart