Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MRJAX (REAL ASSETS PORTFOLIO CLASS A) | NA | 10.17% | 7.17% | 9.96% | NA | NA | NA | … | … |
Data as of 08/05/2025, Common starting date is 06/19/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MRJAX (REAL ASSETS PORTFOLIO CLASS A) | 06/19/2018 | 08/05/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 10.17 | 7.17 | 9.96 | NA | NA | NA | … | … | 11.79 | -0.55 | 5.09 | 2.74 | 21.57 | 0.50 | 17.93 | -6.53 |
| Sharpe Ratio | NA | 0.89 | 0.39 | 0.81 | NA | NA | NA | … | … | 2.16 | -0.61 | 0.16 | 0.10 | 2.71 | 0.01 | 2.53 | -1.58 |
| Standard Deviation(%) | NA | 7.90 | 9.72 | 9.71 | NA | NA | NA | … | … | 8.27 | 6.87 | 8.98 | 12.93 | 7.95 | 23.76 | 6.50 | 8.50 |
| Draw Down(%) | NA | 6.37 | 8.44 | 13.33 | NA | NA | NA | … | … | 5.43 | 6.37 | 8.44 | 13.33 | 3.26 | 28.36 | 4.69 | 10.90 |
| Yield(%) | 0.00 | 9.99 | 6.27 | 7.93 | 4.26 | 2.84 | 2.13 | … | … | 0.00 | 10.06 | 4.42 | 4.00 | 16.09 | 1.48 | 1.63 | 2.62 |
Data as of 08/05/2025, Common starting date is 06/19/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRJAX (REAL ASSETS PORTFOLIO CLASS A) |
2.40%
Dec 2021 – Dec 2024 |
5.58%
Dec 2019 – Dec 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRJAX (REAL ASSETS PORTFOLIO CLASS A) |
16.14%
Mar 2020 – Mar 2023 |
12.02%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart