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
MMIZX (MM S&P 500 INDEX FUND CLASS I) 11.29% 28.34% 22.53% 5.60% 9.65% NA NA
Data as of 06/04/2026, Common starting date is 12/09/2011
More Performance Analytics Comparison
Name Start Date End Date
MMIZX (MM S&P 500 INDEX FUND CLASS I) 12/09/2011 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
Annualized Return (%) 0.31 28.34 22.53 5.60 9.65 NA NA 11.29 17.63 24.73 26.29 -36.93 14.46 3.13 31.45 -4.94 21.98 11.80 1.32 13.55 32.27 15.93 -1.35
Sharpe Ratio NA 2.26 1.34 0.15 0.39 NA NA 2.00 0.79 1.66 1.75 -1.07 0.79 0.08 2.39 -0.37 3.19 0.88 0.08 1.19 2.79 1.26 -1.09
Standard Deviation(%) NA 11.93 14.82 21.44 20.88 NA NA 13.59 18.62 12.71 13.08 35.94 18.29 37.52 12.54 17.21 6.71 13.12 15.50 11.42 11.57 12.74 19.98
Draw Down(%) NA 8.91 18.79 44.03 44.03 NA NA 8.91 18.79 8.49 9.96 38.26 13.73 33.71 6.66 19.75 2.61 10.33 12.08 7.31 5.58 9.60 5.50
Yield(%) 0.00 17.03 19.01 8.46 10.17 12.05 9.03 0.00 17.41 30.80 8.61 1.33 1.57 2.14 8.20 15.38 23.48 6.92 4.16 4.31 3.42 2.74 0.00
Data as of 06/04/2026, Common starting date is 12/09/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MMIZX (MM S&P 500 INDEX FUND CLASS I) -9.37%
Dec 2019 – Dec 2022
-1.44%
Dec 2017 – Dec 2022
5.47%
Oct 2013 – Oct 2023
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MMIZX (MM S&P 500 INDEX FUND CLASS I) 23.42%
May 2023 – May 2026
15.83%
Jan 2013 – Jan 2018
12.41%
Jan 2012 – Jan 2022
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return