Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MLMAX (GLOBAL CORE PORTFOLIO CLASS A) | 4.28% | 17.26% | 18.03% | 8.69% | 10.74% | NA | NA | … | … |
Data as of 06/12/2026, Common starting date is 05/31/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MLMAX (GLOBAL CORE PORTFOLIO CLASS A) | 05/31/2016 | 06/12/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.06 | 17.26 | 18.03 | 8.69 | 10.74 | NA | NA | … | … | 4.28 | 17.60 | 23.54 | 17.61 | -19.64 | 17.07 | 20.88 | 30.36 | -16.41 | 21.82 | 0.93 |
| Sharpe Ratio | NA | 0.98 | 0.92 | 0.33 | 0.46 | NA | NA | … | … | 0.40 | 0.77 | 1.45 | 0.97 | -0.81 | 1.13 | 0.58 | 2.18 | -1.03 | 2.53 | 0.10 |
| Standard Deviation(%) | NA | 14.98 | 16.11 | 18.42 | 19.30 | NA | NA | … | … | 18.12 | 19.07 | 13.71 | 14.53 | 26.11 | 15.13 | 35.54 | 13.24 | 17.33 | 8.39 | 13.14 |
| Draw Down(%) | NA | 13.39 | 19.58 | 29.02 | 35.71 | NA | NA | … | … | 13.39 | 19.58 | 9.44 | 12.42 | 27.91 | 7.06 | 35.71 | 7.74 | 27.65 | 2.80 | 8.68 |
| Yield(%) | 0.00 | 2.51 | 1.33 | 1.60 | 1.62 | 1.06 | 0.79 | … | … | 0.00 | 2.63 | 0.00 | 0.52 | 0.08 | 4.84 | 0.00 | 0.60 | 0.25 | 0.25 | 0.63 |
Data as of 06/12/2026, Common starting date is 05/31/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MLMAX (GLOBAL CORE PORTFOLIO CLASS A) |
-0.92%
Mar 2017 – Mar 2020 |
3.62%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MLMAX (GLOBAL CORE PORTFOLIO CLASS A) |
23.23%
Sep 2022 – Sep 2025 |
15.63%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart