Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MRJCX (REAL ASSETS PORTFOLIO CLASS C) | NA | 9.50% | 6.41% | 9.13% | 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 |
|---|---|---|
| MRJCX (REAL ASSETS PORTFOLIO CLASS C) | 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 | 9.50 | 6.41 | 9.13 | NA | NA | NA | … | … | 11.38 | -1.22 | 4.24 | 1.99 | 20.76 | -0.58 | 17.11 | -6.91 |
| Sharpe Ratio | NA | 0.80 | 0.31 | 0.73 | NA | NA | NA | … | … | 2.05 | -0.70 | 0.07 | 0.04 | 2.61 | -0.03 | 2.40 | -1.67 |
| Standard Deviation(%) | NA | 7.95 | 9.61 | 9.66 | NA | NA | NA | … | … | 8.33 | 6.88 | 8.88 | 12.70 | 7.95 | 23.69 | 6.51 | 8.47 |
| Draw Down(%) | NA | 6.48 | 8.96 | 13.75 | NA | NA | NA | … | … | 5.48 | 6.48 | 8.96 | 13.75 | 3.29 | 28.40 | 4.79 | 11.09 |
| Yield(%) | 0.00 | 9.33 | 5.64 | 7.20 | 3.78 | 2.52 | 1.89 | … | … | 0.00 | 9.36 | 3.69 | 3.54 | 15.29 | 0.68 | 1.17 | 2.22 |
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 |
|---|---|---|---|---|
| MRJCX (REAL ASSETS PORTFOLIO CLASS C) |
1.65%
Dec 2021 – Dec 2024 |
4.75%
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 |
|---|---|---|---|---|
| MRJCX (REAL ASSETS PORTFOLIO CLASS C) |
15.23%
Mar 2020 – Mar 2023 |
11.16%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart