Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MRIDX | NA | 33.09% | 21.46% | 7.38% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 09/20/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MRIDX | 09/20/2018 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.58 | 33.09 | 21.46 | 7.38 | NA | NA | NA | … | … | 1.50 | 24.94 | -18.13 |
| Sharpe Ratio | NA | 0.56 | NA | NA | NA | NA | NA | … | … | 3.60 | 0.69 | -2.72 |
| Standard Deviation(%) | NA | 34.20 | NA | NA | NA | NA | NA | … | … | 9.87 | 34.41 | 19.45 |
| Draw Down(%) | NA | 22.00 | NA | NA | NA | NA | NA | … | … | 1.40 | 22.00 | 21.20 |
| Yield(%) | 0.00 | 3.03 | 1.36 | 0.85 | 0.59 | 0.39 | 0.29 | … | … | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 09/20/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRIDX (MRIDX) |
-7.04%
Jan 2021 – Jan 2024 |
2.91%
Oct 2018 – Oct 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRIDX (MRIDX) |
24.52%
Oct 2022 – Oct 2025 |
11.04%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart