Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MMWIX (Retiresmart 2060 Fd Cl I) | NA | 270,980.62% | 1,483.71% | 432.86% | NA | NA | NA | … | … |
Data as of 09/23/2025, Common starting date is 11/24/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MMWIX (Retiresmart 2060 Fd Cl I) | 11/24/2015 | 09/23/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 270,980.62 | 1,483.71 | 432.86 | NA | NA | NA | … | … | 274,970.89 | 12.32 | 19.58 | -17.06 | 18.34 | 13.09 | 26.74 | -7.28 | 20.73 | 7.55 | -2.40 |
| Sharpe Ratio | NA | 341.45 | 3.23 | 1.21 | NA | NA | NA | … | … | 6,202.60 | 0.82 | 1.40 | -0.90 | 1.53 | 0.48 | 2.53 | -0.65 | 3.18 | 0.54 | -1.59 |
| Standard Deviation(%) | NA | 793.61 | 457.98 | 354.86 | NA | NA | NA | … | … | 932.67 | 10.57 | 11.51 | 20.69 | 11.95 | 26.91 | 9.98 | 13.44 | 6.34 | 13.49 | 13.75 |
| Draw Down(%) | NA | 5.23 | 11.03 | 24.85 | NA | NA | NA | … | … | 2.22 | 6.40 | 11.03 | 24.80 | 5.52 | 32.08 | 5.36 | 16.68 | 1.88 | 11.85 | 4.75 |
| Yield(%) | 0.00 | 101.77 | 47.46 | 29.96 | 18.44 | 12.29 | 9.22 | … | … | 103.41 | 9.83 | 7.76 | 10.81 | 13.61 | 6.09 | 14.60 | 12.92 | 5.95 | 4.60 | 1.49 |
Data as of 09/23/2025, Common starting date is 11/24/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MMWIX (Retiresmart 2060 Fd Cl I) |
1.51%
Mar 2017 – Mar 2020 |
4.54%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MMWIX (Retiresmart 2060 Fd Cl I) |
1,458.47%
Jun 2022 – Jun 2025 |
454.98%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart