Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MMS (Maximus, Inc.) | -29.18% | -13.19% | -7.89% | -6.35% | 1.91% | 9.23% | 16.89% | … | … |
Data as of 06/04/2026, Common starting date is 06/13/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MMS (Maximus, Inc.) | 06/13/1997 | 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 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.75 | -13.19 | -7.89 | -6.35 | 1.91 | 9.23 | 16.89 | … | … | -29.18 | 17.47 | -9.70 | 16.01 | -6.39 | 10.31 | -0.07 | 15.90 | -8.53 | 28.68 | -0.29 | 2.94 | 25.17 | 40.82 | 57.36 | 36.90 | 49.87 | 71.66 | 10.03 | 48.93 | 3.68 | 42.68 | -20.47 | 49.92 | -37.95 | 20.39 | 2.95 | -8.28 | 52.97 | 34.38 |
| Sharpe Ratio | NA | -0.47 | -0.36 | -0.32 | 0.02 | NA | NA | … | … | -1.36 | 0.52 | -0.56 | 0.54 | -0.26 | 0.44 | -0.01 | 0.68 | -0.49 | 1.56 | -0.01 | 0.08 | 0.82 | 1.67 | 2.51 | 1.27 | 2.05 | 2.54 | 0.22 | 1.40 | 0.01 | 1.53 | -0.78 | 1.28 | -0.89 | 0.40 | -0.03 | -0.20 | 1.14 | 1.58 |
| Standard Deviation(%) | NA | 32.43 | 27.91 | 27.72 | 27.71 | NA | NA | … | … | 41.92 | 27.93 | 23.59 | 23.21 | 30.49 | 23.39 | 40.11 | 21.19 | 20.28 | 18.08 | 35.06 | 35.89 | 30.49 | 24.47 | 23.09 | 29.02 | 24.33 | 28.12 | 40.11 | 32.85 | 36.37 | 26.40 | 27.53 | 38.54 | 43.86 | 45.12 | 47.48 | 57.72 | 43.31 | 42.42 |
| Draw Down(%) | NA | 39.65 | 39.65 | 39.75 | 40.40 | NA | NA | … | … | 39.65 | 18.89 | 24.79 | 16.66 | 30.46 | 21.35 | 34.63 | 9.79 | 15.34 | 8.36 | 24.69 | 26.41 | 22.85 | 14.54 | 12.44 | 24.86 | 11.51 | 12.34 | 26.93 | 20.55 | 35.01 | 13.12 | 35.36 | 37.37 | 56.02 | 27.12 | 51.72 | 46.20 | 34.92 | 30.44 |
| Yield(%) | 0.00 | 1.78 | 1.49 | 1.29 | 1.64 | 3.87 | 13.24 | … | … | 0.76 | 1.58 | 1.44 | 1.54 | 1.39 | 1.53 | 1.49 | 1.58 | 0.54 | 0.32 | 0.50 | 0.42 | 0.42 | 1.39 | 3.44 | 9.41 | 15.18 | 21.36 | 16.84 | 21.17 | 17.11 | 20.88 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 06/13/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MMS (Maximus, Inc.) |
-14.61%
Aug 1999 – Aug 2002 |
-6.65%
Mar 1998 – Mar 2003 |
1.32%
Mar 2015 – Mar 2025 |
8.90%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MMS (Maximus, Inc.) |
58.33%
Oct 2008 – Oct 2011 |
58.52%
Oct 2008 – Oct 2013 |
38.83%
Apr 2005 – Apr 2015 |
28.75%
Oct 2002 – Oct 2017 |
Annualized Rolling Returns Comparison Chart