Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
MLUZF NA 0.00% 6.36% NA NA NA NA
Data as of 04/01/2024, Common starting date is 09/17/2020
More Performance Analytics Comparison
Name Start Date End Date
MLUZF 09/17/2020 04/01/2024
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2024 2023 2022 2021 2020
Annualized Return (%) 3.04 0.00 6.36 NA NA NA NA 3.04 -12.41 33.30 35.96 2.14
Sharpe Ratio NA -0.26 0.39 NA NA NA NA 1.50 -1.04 0.18 NA 0.26
Standard Deviation(%) NA 9.50 41.13 NA NA NA NA 6.04 15.53 102.31 0.00 51.28
Draw Down(%) NA 5.35 19.78 NA NA NA NA 0.00 13.70 7.79 0.00 2.22
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 04/01/2024, Common starting date is 09/17/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MLUZF (MLUZF) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MLUZF (MLUZF) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return