Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MRJIX (REAL ASSETS PORTFOLIO CLASS I) | NA | 10.61% | 7.58% | 10.38% | 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 |
|---|---|---|
| MRJIX (REAL ASSETS PORTFOLIO CLASS I) | 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 | 10.61 | 7.58 | 10.38 | NA | NA | NA | … | … | 11.98 | -0.04 | 5.41 | 3.10 | 22.06 | 0.90 | 18.36 | -7.07 |
| Sharpe Ratio | NA | 0.94 | 0.43 | 0.85 | NA | NA | NA | … | … | 2.18 | -0.53 | 0.20 | 0.13 | 2.76 | 0.03 | 2.57 | -1.67 |
| Standard Deviation(%) | NA | 7.97 | 9.73 | 9.75 | NA | NA | NA | … | … | 8.35 | 6.86 | 8.87 | 13.02 | 7.99 | 23.76 | 6.58 | 8.61 |
| Draw Down(%) | NA | 6.23 | 8.19 | 13.17 | NA | NA | NA | … | … | 5.41 | 6.23 | 8.19 | 13.17 | 3.26 | 28.39 | 4.69 | 11.52 |
| Yield(%) | 0.00 | 10.11 | 6.54 | 8.25 | 4.42 | 2.95 | 2.21 | … | … | 0.00 | 10.21 | 4.83 | 4.27 | 16.45 | 1.92 | 2.26 | 2.03 |
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 |
|---|---|---|---|---|
| MRJIX (REAL ASSETS PORTFOLIO CLASS I) |
2.80%
Dec 2021 – Dec 2024 |
5.91%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRJIX (REAL ASSETS PORTFOLIO CLASS I) |
16.60%
Mar 2020 – Mar 2023 |
12.47%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart