Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MOS (Mosaic) | 54.11% | 42.18% | -3.80% | 27.60% | 0.07% | 0.50% | 5.73% | 4.73% |
Data as of 07/08/2025, AR inception is 01/26/1988
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MOS (Mosaic) | 01/26/1988 | 07/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.44 | 42.18 | -3.80 | 27.60 | 0.07 | 0.50 | 5.73 | 4.73 | 54.11 | -29.14 | -16.42 | 12.79 | 72.07 | 7.57 | -25.28 | 14.22 | -10.39 | 10.70 | -37.73 | 0.49 | -15.69 | 12.29 | -33.96 | 27.84 | 77.81 | -63.32 | 341.67 | 46.00 | -10.36 | 64.35 | -6.94 | -17.92 | -16.47 | -1.10 | -21.85 | -34.73 | -16.29 | -3.99 | 86.29 | -3.58 | 7.52 | -22.61 | 69.33 | 7.53 | -20.41 | 97.66 |
| Sharpe Ratio | NA | 0.99 | -0.22 | 0.56 | -0.04 | NA | NA | 0.06 | 3.54 | -1.01 | -0.54 | 0.21 | 1.71 | 0.09 | -0.71 | 0.38 | -0.38 | 0.23 | -1.22 | 0.03 | -0.49 | 0.47 | -0.74 | 0.67 | 1.27 | -0.58 | 6.87 | 1.42 | -0.44 | 1.61 | -0.17 | -0.37 | -0.43 | -0.11 | -0.54 | -1.04 | -0.66 | -0.21 | 3.08 | -0.20 | 0.14 | -0.82 | 2.22 | 0.08 | -1.03 | 2.92 |
| Standard Deviation(%) | NA | 36.81 | 38.09 | 43.26 | 45.33 | NA | NA | 43.28 | 37.88 | 32.48 | 37.33 | 54.47 | 42.20 | 79.92 | 37.70 | 34.20 | 28.89 | 45.19 | 30.90 | 17.53 | 31.94 | 26.44 | 45.66 | 41.19 | 61.32 | 110.40 | 49.67 | 30.06 | 28.95 | 39.35 | 44.38 | 50.87 | 44.66 | 47.55 | 46.43 | 36.57 | 30.27 | 35.85 | 26.70 | 32.91 | 37.14 | 30.55 | 29.35 | 23.90 | 25.69 | 34.92 |
| Draw Down(%) | NA | 23.78 | 60.58 | 68.69 | 83.41 | NA | NA | 94.75 | 20.25 | 32.92 | 43.88 | 44.01 | 23.19 | 68.07 | 47.09 | 25.20 | 41.92 | 24.30 | 47.60 | 18.95 | 36.73 | 23.02 | 47.08 | 41.68 | 28.49 | 86.15 | 17.11 | 18.41 | 28.83 | 24.34 | 47.65 | 41.44 | 50.59 | 36.81 | 51.86 | 53.14 | 26.81 | 23.77 | 14.18 | 34.64 | 43.45 | 42.75 | 22.29 | 20.26 | 34.10 | 16.80 |
| Yield(%) | 0.00 | 3.18 | 1.94 | 5.37 | 1.12 | 0.75 | 1.55 | 0.59 | 1.80 | 2.30 | 2.46 | 1.39 | 1.10 | 0.93 | 0.60 | 0.38 | 2.03 | 2.90 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/08/2025, AR inception is 01/26/1988
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MOS (Mosaic) |
-30.00%
Mar 1998 - Mar 2001 |
-25.05%
Jun 1998 - Jun 2003 |
-14.50%
Mar 2010 - Mar 2020 |
-7.62%
Jun 2008 - Jun 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MOS (Mosaic) |
112.39%
May 2005 - May 2008 |
84.82%
Jun 2003 - Jun 2008 |
23.51%
Jun 2003 - Jun 2013 |
16.94%
Jun 1993 - Jun 2008 |
Annualized Rolling Returns Comparison Chart