Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MMIEX (MM S&P 500 INDEX FUND SERVICE CLASS) | 11.19% | 28.06% | 22.25% | 5.44% | 9.44% | 10.40% | 8.25% | … | … |
Data as of 06/04/2026, Common starting date is 03/16/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MMIEX (MM S&P 500 INDEX FUND SERVICE CLASS) | 03/16/1998 | 06/04/2026 |
| 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 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.30 | 28.06 | 22.25 | 5.44 | 9.44 | 10.40 | 8.25 | … | … | 11.19 | 17.37 | 24.43 | 25.95 | -36.90 | 14.26 | 3.02 | 31.12 | -5.15 | 21.63 | 11.56 | 1.05 | 13.21 | 31.80 | 15.49 | 1.69 | 14.56 | 26.16 | -37.31 | 5.01 | 15.35 | 4.47 | 10.81 | 26.74 | -23.31 | -13.10 | -11.46 | 18.23 | 14.09 |
| Sharpe Ratio | NA | 2.23 | 1.32 | 0.14 | 0.38 | NA | NA | … | … | 1.97 | 0.78 | 1.64 | 1.71 | -1.08 | 0.78 | 0.07 | 2.37 | -0.38 | 3.13 | 0.86 | 0.07 | 1.16 | 2.79 | 1.22 | 0.07 | 0.80 | 0.96 | -0.93 | 0.12 | 1.20 | 0.21 | 0.88 | 1.53 | -0.94 | -0.73 | -0.70 | 0.82 | 0.67 |
| Standard Deviation(%) | NA | 11.90 | 14.84 | 21.35 | 20.82 | NA | NA | … | … | 13.57 | 18.68 | 12.68 | 13.12 | 35.68 | 18.21 | 37.45 | 12.53 | 17.17 | 6.73 | 13.16 | 15.58 | 11.39 | 11.40 | 12.77 | 23.46 | 18.10 | 27.18 | 41.02 | 16.09 | 9.99 | 10.31 | 11.19 | 17.03 | 25.96 | 21.54 | 22.30 | 18.08 | 21.59 |
| Draw Down(%) | NA | 8.92 | 18.85 | 43.96 | 43.96 | NA | NA | … | … | 8.92 | 18.85 | 8.49 | 10.03 | 38.23 | 13.62 | 33.70 | 6.67 | 19.78 | 2.65 | 10.35 | 12.11 | 7.35 | 5.64 | 9.58 | 18.82 | 15.73 | 27.23 | 47.94 | 10.01 | 7.48 | 6.99 | 7.58 | 13.73 | 33.18 | 29.32 | 17.02 | 12.07 | 19.21 |
| Yield(%) | 0.00 | 16.47 | 18.51 | 8.17 | 9.88 | 11.53 | 9.17 | … | … | 0.00 | 16.82 | 30.08 | 8.20 | 1.08 | 1.23 | 1.85 | 7.83 | 15.00 | 23.08 | 6.57 | 3.89 | 4.02 | 2.99 | 2.35 | 1.60 | 1.61 | 1.49 | 1.93 | 1.69 | 1.58 | 1.39 | 1.79 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 03/16/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MMIEX (MM S&P 500 INDEX FUND SERVICE CLASS) |
-17.59%
Mar 2000 – Mar 2003 |
-6.95%
Feb 2004 – Feb 2009 |
-4.49%
Feb 1999 – Feb 2009 |
3.01%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MMIEX (MM S&P 500 INDEX FUND SERVICE CLASS) |
25.03%
Feb 2009 – Feb 2012 |
22.48%
Feb 2009 – Feb 2014 |
16.19%
Feb 2009 – Feb 2019 |
11.74%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart
