Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MRJSX (REAL ASSETS PORTFOLIO CLASS IS) | NA | 10.54% | 7.59% | 10.41% | 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 |
|---|---|---|
| MRJSX (REAL ASSETS PORTFOLIO CLASS IS) | 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 | 10.54 | 7.59 | 10.41 | NA | NA | NA | … | … | 12.02 | -0.14 | 5.47 | 3.15 | 22.13 | 0.95 | 18.38 | -6.31 |
| Sharpe Ratio | NA | 0.93 | 0.43 | 0.85 | NA | NA | NA | … | … | 2.19 | -0.56 | 0.20 | 0.13 | 2.77 | 0.03 | 2.59 | -1.54 |
| Standard Deviation(%) | NA | 7.92 | 9.79 | 9.76 | NA | NA | NA | … | … | 8.36 | 6.76 | 8.95 | 13.10 | 7.99 | 23.71 | 6.53 | 8.50 |
| Draw Down(%) | NA | 6.23 | 8.19 | 13.17 | NA | NA | NA | … | … | 5.43 | 6.23 | 8.19 | 13.17 | 3.18 | 28.39 | 4.69 | 10.80 |
| Yield(%) | 0.00 | 10.39 | 6.67 | 8.35 | 4.56 | 3.04 | 2.28 | … | … | 0.00 | 10.50 | 4.88 | 4.32 | 16.51 | 1.96 | 2.28 | 2.84 |
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 |
|---|---|---|---|---|
| MRJSX (REAL ASSETS PORTFOLIO CLASS IS) |
2.80%
Dec 2021 – Dec 2024 |
6.02%
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 |
|---|---|---|---|---|
| MRJSX (REAL ASSETS PORTFOLIO CLASS IS) |
16.65%
Mar 2020 – Mar 2023 |
12.50%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart