Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MMTRS (Mills Music Trust) | 10.86% | 4.25% | -5.63% | -3.61% | 10.75% | 6.57% | NA | … | … |
Data as of 06/11/2026, Common starting date is 10/18/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MMTRS (Mills Music Trust) | 10/18/2010 | 06/11/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.81 | 4.25 | -5.63 | -3.61 | 10.75 | 6.57 | NA | … | … | 10.86 | -23.98 | 4.84 | 2.33 | -21.62 | 48.97 | 25.67 | 18.02 | 55.74 | 13.20 | 34.85 | 18.06 | -13.14 | -26.31 | -2.89 | 6.45 | 9.90 |
| Sharpe Ratio | NA | 0.22 | -0.23 | -0.14 | 0.18 | NA | NA | … | … | 0.85 | -0.56 | 0.03 | -0.05 | -0.55 | 0.83 | 0.29 | 0.23 | 0.83 | 0.41 | 0.64 | 0.55 | -0.48 | -1.63 | -0.11 | 0.24 | 2.95 |
| Standard Deviation(%) | NA | 47.70 | 40.28 | 45.11 | 55.71 | NA | NA | … | … | 26.38 | 48.74 | 42.88 | 28.91 | 42.22 | 59.31 | 86.90 | 70.91 | 65.47 | 30.36 | 54.04 | 32.90 | 27.20 | 16.13 | 26.61 | 26.92 | 19.62 |
| Draw Down(%) | NA | 28.21 | 52.07 | 59.31 | 59.31 | NA | NA | … | … | 8.67 | 41.67 | 20.88 | 19.48 | 39.61 | 28.68 | 40.05 | 29.21 | 24.50 | 21.01 | 29.68 | 15.53 | 25.47 | 32.58 | 12.50 | 9.88 | 4.49 |
| Yield(%) | 0.00 | 8.96 | 6.08 | 5.55 | 12.41 | 6.80 | 5.64 | … | … | 0.00 | 6.53 | 5.23 | 6.92 | 5.47 | 5.91 | 8.80 | 19.12 | 11.60 | 9.09 | 12.97 | 13.79 | 11.92 | 0.81 | 5.97 | 8.48 | 2.99 |
Data as of 06/11/2026, Common starting date is 10/18/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MMTRS (Mills Music Trust) |
-18.46%
Mar 2012 – Mar 2015 |
-7.63%
Nov 2010 – Nov 2015 |
9.08%
Aug 2012 – Aug 2022 |
5.91%
Dec 2010 – Dec 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MMTRS (Mills Music Trust) |
53.85%
Oct 2018 – Oct 2021 |
36.36%
May 2015 – May 2020 |
19.31%
Nov 2014 – Nov 2024 |
7.13%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison Chart