Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MUAIX (ULTRA SHORT INCOME PORTFOLIO CLASS A) | 1.37% | 4.08% | 4.23% | 2.56% | NA | NA | NA | 2.16% |
Data as of 05/30/2025, AR inception is 10/28/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MUAIX (ULTRA SHORT INCOME PORTFOLIO CLASS A) | 10/28/2016 | 05/30/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.08 | 4.23 | 2.56 | NA | NA | NA | 2.16 | 1.37 | 3.96 | 5.57 | 1.84 | 0.05 | 0.30 | 2.37 | 1.17 | 0.70 | 0.03 |
| Sharpe Ratio | NA | -0.68 | 0.37 | 0.26 | NA | NA | NA | 0.28 | -9.44 | -1.92 | 0.84 | 0.59 | 0.15 | 0.16 | 1.46 | -0.29 | 0.21 | -1.82 |
| Standard Deviation(%) | NA | 1.08 | 1.29 | 1.01 | NA | NA | NA | 0.84 | 0.35 | 1.37 | 1.57 | 0.79 | 0.14 | 0.43 | 0.66 | 0.47 | 0.34 | 0.07 |
| Draw Down(%) | NA | 0.10 | 0.20 | 0.29 | NA | NA | NA | 0.70 | 0.10 | 0.10 | 0.20 | 0.20 | 0.10 | 0.70 | 0.10 | 0.10 | 0.10 | 0.00 |
| Yield(%) | 0.00 | 4.00 | 4.07 | 2.49 | 1.70 | 1.13 | 0.85 | 2.13 | 1.46 | 3.87 | 5.21 | 1.69 | 0.04 | 0.70 | 2.25 | 1.07 | 0.70 | 0.03 |
Data as of 05/30/2025, AR inception is 10/28/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MUAIX (ULTRA SHORT INCOME PORTFOLIO CLASS A) |
0.50%
Jul 2019 - Jul 2022 |
0.86%
May 2017 - May 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MUAIX (ULTRA SHORT INCOME PORTFOLIO CLASS A) |
4.27%
Apr 2022 - Apr 2025 |
2.59%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart