Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MTCGX (M LARGE CAP GROWTH FUND M LARGE CAP GROWTH FUND) | 4.83% | 20.21% | 22.09% | 11.04% | 15.77% | 14.17% | 10.34% | … | … |
Data as of 06/04/2026, Common starting date is 01/10/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MTCGX (M LARGE CAP GROWTH FUND M LARGE CAP GROWTH FUND) | 01/10/1996 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.22 | 20.21 | 22.09 | 11.04 | 15.77 | 14.17 | 10.34 | … | … | 4.83 | 19.93 | 25.38 | 32.05 | -25.40 | 21.46 | 28.98 | 36.10 | -4.84 | 38.98 | -2.30 | 7.91 | 5.69 | 28.85 | 19.25 | -0.80 | 22.58 | 36.49 | -50.31 | 13.36 | 3.73 | 13.47 | 10.92 | 34.32 | -26.72 | -23.60 | -22.50 | 28.53 | 32.15 | 16.38 | 18.73 |
| Sharpe Ratio | NA | 1.33 | 0.94 | 0.42 | 0.66 | NA | NA | … | … | 0.71 | 0.71 | 1.09 | 1.65 | -0.97 | 1.24 | 0.81 | 2.14 | -0.28 | 3.87 | -0.15 | 0.44 | 0.35 | 2.10 | 1.35 | -0.03 | 1.19 | 1.33 | -1.21 | 0.51 | 0.02 | 0.90 | 0.76 | 1.78 | -1.07 | -1.03 | -0.84 | 1.15 | 1.31 | 0.63 | 1.15 |
| Standard Deviation(%) | NA | 15.60 | 20.50 | 21.54 | 21.64 | NA | NA | … | … | 17.54 | 24.66 | 19.98 | 17.35 | 27.65 | 17.30 | 35.15 | 16.15 | 21.93 | 9.96 | 17.20 | 17.83 | 16.23 | 13.70 | 14.30 | 24.76 | 18.92 | 27.38 | 42.38 | 20.20 | 14.73 | 12.49 | 13.13 | 18.84 | 26.16 | 25.73 | 31.67 | 21.86 | 21.92 | 20.01 | 13.48 |
| Draw Down(%) | NA | 14.99 | 23.46 | 30.96 | 30.96 | NA | NA | … | … | 13.39 | 23.46 | 14.49 | 10.73 | 29.88 | 8.78 | 29.83 | 8.52 | 21.63 | 3.07 | 16.30 | 14.41 | 11.09 | 7.73 | 11.77 | 19.42 | 14.05 | 20.25 | 58.35 | 11.42 | 13.38 | 8.79 | 12.67 | 13.77 | 35.01 | 38.72 | 33.54 | 13.60 | 24.14 | 10.96 | 9.11 |
| Yield(%) | 0.00 | 28.40 | 18.57 | 12.64 | 16.15 | 16.53 | 12.16 | … | … | 0.00 | 29.39 | 11.84 | 6.61 | 6.02 | 20.67 | 14.06 | 7.72 | 11.00 | 3.68 | 5.61 | 17.54 | 9.03 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.10 | 1.23 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 01/10/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTCGX (M LARGE CAP GROWTH FUND M LARGE CAP GROWTH FUND) |
-27.06%
Mar 2000 – Mar 2003 |
-10.60%
Mar 2000 – Mar 2005 |
-7.15%
Feb 1999 – Feb 2009 |
0.31%
Sep 2000 – Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTCGX (M LARGE CAP GROWTH FUND M LARGE CAP GROWTH FUND) |
31.07%
Mar 1997 – Mar 2000 |
24.36%
Feb 2009 – Feb 2014 |
17.62%
Sep 2011 – Sep 2021 |
16.56%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart