Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MOJAX (Power Momentum Index Fund Class A) | 37.94% | 57.26% | 32.74% | 14.65% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 12/30/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MOJAX (Power Momentum Index Fund Class A) | 12/30/2016 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.86 | 57.26 | 32.74 | 14.65 | NA | NA | NA | … | … | 37.94 | 22.64 | 21.97 | 18.74 | -22.95 | 28.49 | -2.16 | 7.39 | -3.39 | 14.99 | 0.00 |
| Sharpe Ratio | NA | 2.84 | 1.52 | 0.66 | NA | NA | NA | … | … | 4.45 | 0.91 | 1.10 | 1.06 | -1.81 | 1.52 | -0.11 | 0.61 | -0.44 | 2.29 | NA |
| Standard Deviation(%) | NA | 19.28 | 19.12 | 17.47 | NA | NA | NA | … | … | 23.72 | 21.82 | 16.70 | 14.30 | 13.50 | 18.73 | 21.53 | 9.73 | 10.97 | 6.28 | 0.00 |
| Draw Down(%) | NA | 8.13 | 22.61 | 25.51 | NA | NA | NA | … | … | 8.13 | 22.61 | 9.52 | 10.02 | 23.65 | 7.46 | 28.92 | 5.37 | 11.47 | 3.04 | 0.00 |
| Yield(%) | 0.00 | 24.74 | 12.99 | 6.60 | 5.63 | 3.76 | 2.82 | … | … | 0.00 | 26.52 | 2.64 | 0.00 | 0.00 | 0.00 | 0.00 | 4.60 | 5.24 | 5.15 | 0.00 |
Data as of 06/03/2026, Common starting date is 12/30/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MOJAX (Power Momentum Index Fund Class A) |
-5.08%
May 2017 – May 2020 |
0.10%
Dec 2017 – Dec 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MOJAX (Power Momentum Index Fund Class A) |
32.75%
May 2023 – May 2026 |
15.57%
Jun 2020 – Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart