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
MMINX (MM S&P 500 INDEX FUND CLASS R3) 10.92% 27.37% 21.63% 4.11% 8.37% 9.49% 7.44%
Data as of 06/04/2026, Common starting date is 02/12/2003
More Performance Analytics Comparison
Name Start Date End Date
MMINX (MM S&P 500 INDEX FUND CLASS R3) 02/12/2003 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
Annualized Return (%) 0.30 27.37 21.63 4.11 8.37 9.49 7.44 10.92 16.77 23.90 25.25 -38.94 12.57 1.49 30.46 -5.65 21.06 11.01 0.56 12.68 31.11 14.90 1.13 13.94 25.46 -37.64 4.54 14.67 3.86 10.57 36.69
Sharpe Ratio NA 2.19 1.28 0.08 0.32 NA NA 1.93 0.75 1.60 1.66 -1.07 0.66 0.03 2.31 -0.41 3.04 0.82 0.03 1.11 2.77 1.18 0.05 0.77 0.93 -0.94 0.09 1.12 0.16 0.86 2.60
Standard Deviation(%) NA 11.87 14.81 22.18 21.32 NA NA 13.56 18.61 12.69 13.14 37.82 18.88 37.81 12.53 17.17 6.75 13.14 15.53 11.38 11.23 12.73 23.48 18.07 27.28 40.94 15.99 10.07 10.20 11.19 16.04
Draw Down(%) NA 9.08 18.86 46.35 46.35 NA NA 9.08 18.86 8.51 10.11 40.25 14.50 33.77 6.68 19.91 2.66 10.37 12.13 7.36 5.67 9.68 19.00 15.87 27.28 48.19 10.04 7.53 7.08 7.95 5.90
Yield(%) 0.00 19.14 20.38 8.48 9.84 11.26 8.85 0.00 19.51 33.69 8.71 0.78 0.81 1.48 7.70 15.33 23.62 6.53 3.93 3.66 2.46 1.84 1.14 1.09 0.98 1.48 1.05 0.99 0.88 1.83 1.35
Data as of 06/04/2026, Common starting date is 02/12/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MMINX (MM S&P 500 INDEX FUND CLASS R3) -15.92%
Feb 2006 – Feb 2009
-7.39%
Feb 2004 – Feb 2009
4.24%
Oct 2013 – Oct 2023
3.90%
Dec 2007 – Dec 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MMINX (MM S&P 500 INDEX FUND CLASS R3) 24.42%
Feb 2009 – Feb 2012
21.87%
Feb 2009 – Feb 2014
15.61%
Feb 2009 – Feb 2019
10.82%
Feb 2009 – Feb 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return