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
MMPPX (MULTI-ASSET PORTFOLIO CLASS A) NA -9.72% -3.53% -4.03% NA NA NA
Data as of 08/06/2020, Common starting date is 06/25/2012
More Performance Analytics Comparison
Name Start Date End Date
MMPPX (MULTI-ASSET PORTFOLIO CLASS A) 06/25/2012 08/06/2020
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2020 2019 2018 2017 2016 2015 2014 2013 2012
Annualized Return (%) 0.00 -9.72 -3.53 -4.03 NA NA NA -10.95 5.00 -0.59 -1.24 -2.95 -11.00 0.55 17.86 4.86
Sharpe Ratio NA -0.58 -0.44 -0.58 NA NA NA -1.39 0.40 -0.40 -0.48 -0.59 -1.70 0.09 2.56 1.39
Standard Deviation(%) NA 13.01 8.37 7.31 NA NA NA 12.95 8.91 4.86 3.94 5.32 6.47 6.23 6.96 6.94
Draw Down(%) NA 17.65 17.65 19.98 NA NA NA 15.12 5.11 4.83 4.95 7.38 12.78 6.95 2.85 5.70
Yield(%) 0.00 3.13 2.20 1.37 1.74 1.16 0.87 0.00 4.31 2.44 0.00 1.00 1.41 1.68 4.79 1.52
Data as of 08/06/2020, Common starting date is 06/25/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MMPPX (MULTI-ASSET PORTFOLIO CLASS A) -6.22%
Feb 2014 – Feb 2017
-5.24%
Mar 2015 – Mar 2020
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MMPPX (MULTI-ASSET PORTFOLIO CLASS A) 4.87%
Jul 2012 – Jul 2015
0.96%
Nov 2012 – Nov 2017
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return