Performance Comparison
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
