Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MMKBX (EMERGING MARKETS PORTFOLIO CLASS A) | 15.94% | 11.54% | 11.44% | 3.04% | 2.95% | 2.88% | 4.94% | 5.02% |
Data as of 07/18/2025, AR inception is 07/01/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MMKBX (EMERGING MARKETS PORTFOLIO CLASS A) | 07/01/1996 | 07/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.18 | 11.54 | 11.44 | 3.04 | 2.95 | 2.88 | 4.94 | 5.02 | 15.94 | 7.40 | 11.73 | -28.04 | -4.13 | 14.18 | 19.13 | -17.58 | 34.54 | 6.42 | -10.63 | -4.82 | -1.07 | 19.87 | -18.63 | 18.32 | 69.10 | -56.52 | 41.37 | 37.65 | 34.33 | 23.84 | 54.31 | -6.33 | -4.62 | -38.34 | 100.42 | -25.65 | -1.68 | -6.80 |
| Sharpe Ratio | NA | 0.49 | 0.51 | 0.07 | 0.08 | NA | NA | 0.16 | 1.54 | 0.06 | 0.56 | -1.29 | -0.21 | 0.46 | 1.47 | -1.16 | 3.74 | 0.37 | -0.69 | -0.43 | -0.09 | 1.44 | -0.84 | 0.89 | 2.30 | -1.16 | 1.52 | 1.77 | 2.74 | 1.35 | 3.79 | -0.42 | -0.34 | -1.54 | 5.40 | -0.81 | -0.29 | -2.02 |
| Standard Deviation(%) | NA | 17.15 | 15.91 | 17.80 | 18.15 | NA | NA | 21.39 | 18.53 | 13.74 | 13.54 | 22.85 | 19.53 | 29.99 | 12.10 | 16.31 | 9.11 | 16.81 | 15.51 | 11.13 | 12.61 | 13.87 | 22.28 | 20.40 | 29.95 | 49.46 | 25.39 | 19.49 | 11.73 | 16.91 | 14.15 | 17.76 | 20.98 | 27.57 | 18.00 | 35.76 | 17.58 | 8.17 |
| Draw Down(%) | NA | 16.92 | 16.92 | 43.26 | 43.26 | NA | NA | 69.16 | 13.10 | 10.10 | 12.86 | 34.26 | 18.46 | 34.59 | 8.97 | 27.25 | 4.34 | 12.62 | 21.75 | 16.53 | 15.36 | 13.89 | 25.58 | 16.88 | 23.71 | 66.31 | 18.47 | 26.51 | 10.82 | 22.47 | 11.84 | 29.30 | 36.76 | 47.75 | 10.17 | 45.37 | 30.82 | 10.62 |
| Yield(%) | 0.00 | 0.63 | 1.17 | 1.10 | 2.24 | 2.40 | 5.45 | 5.44 | 0.00 | 0.71 | 2.39 | 0.27 | 1.41 | 0.82 | 14.04 | 1.58 | 0.44 | 0.54 | 0.43 | 5.41 | 3.86 | 0.47 | 1.52 | 0.74 | 1.71 | 4.94 | 24.11 | 20.88 | 1.66 | 0.70 | 1.57 | 0.00 | 0.00 | 2.98 | 0.00 | 0.69 | 9.55 | 0.35 |
Data as of 07/18/2025, AR inception is 07/01/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MMKBX (EMERGING MARKETS PORTFOLIO CLASS A) |
-22.23%
Mar 2000 - Mar 2003 |
-9.61%
Sep 1997 - Sep 2002 |
-0.98%
Oct 2007 - Oct 2017 |
-2.51%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MMKBX (EMERGING MARKETS PORTFOLIO CLASS A) |
48.16%
Oct 2004 - Oct 2007 |
40.97%
Oct 2002 - Oct 2007 |
16.96%
Aug 1998 - Aug 2008 |
12.19%
Mar 2003 - Mar 2018 |
Annualized Rolling Returns Comparison Chart