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
MMZGX NA 16.45% NA NA NA NA NA
Data as of 09/22/2025, Common starting date is 06/14/2024
More Performance Analytics Comparison
Name Start Date End Date
MMZGX 06/14/2024 09/22/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024
Annualized Return (%) 0.00 16.45 NA NA NA NA NA 18.34 3.94
Sharpe Ratio NA 0.50 NA NA NA NA NA 1.37 0.13
Standard Deviation(%) NA 26.38 NA NA NA NA NA 17.14 31.31
Draw Down(%) NA 11.38 NA NA NA NA NA 2.44 10.24
Yield(%) 0.00 14.11 4.97 2.98 1.49 0.99 0.75 5.81 9.41
Data as of 09/22/2025, Common starting date is 06/14/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MMZGX (MMZGX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MMZGX (MMZGX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return