Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/13/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MUOAX (US CORE PORTFOLIO CLASS A) | 1.20% | 12.80% | 13.75% | 18.92% | NA | NA | NA | 14.53% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MUOAX (US CORE PORTFOLIO CLASS A) | 06/08/2016 | 05/13/2025 |
The return data shown below all have the same latest date: 05/13/2025.
AR inception is since 06/08/2016.
AR inception is since 06/08/2016.
| 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 (%) | 4.63 | 12.80 | 13.75 | 18.92 | NA | NA | NA | 14.53 | 1.20 | 28.22 | 17.71 | -20.46 | 35.58 | 23.39 | 35.68 | -12.19 | 18.79 | 2.93 |
| Sharpe Ratio | NA | 0.14 | 0.43 | 0.74 | NA | NA | NA | 0.52 | -0.34 | 1.53 | 0.91 | -0.86 | 2.41 | 0.59 | 2.60 | -0.76 | 2.23 | 0.42 |
| Standard Deviation(%) | NA | 19.74 | 19.27 | 19.19 | NA | NA | NA | 20.48 | 27.08 | 14.14 | 14.99 | 25.46 | 14.78 | 39.36 | 13.18 | 17.85 | 8.18 | 11.80 |
| Draw Down(%) | NA | 18.63 | 18.63 | 25.08 | NA | NA | NA | 38.35 | 18.63 | 10.75 | 13.68 | 24.68 | 4.97 | 38.35 | 6.68 | 23.98 | 4.01 | 7.14 |
| Yield(%) | 0.00 | 0.00 | 0.02 | 0.02 | 0.28 | 0.19 | 0.14 | 0.35 | 0.00 | 0.00 | 0.08 | 0.00 | 0.00 | 0.00 | 1.39 | 0.09 | 0.21 | 0.88 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MUOAX (US CORE PORTFOLIO CLASS A) |
1.47%
Mar 2017 - Mar 2020 |
9.22%
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 |
|---|---|---|---|---|
| MUOAX (US CORE PORTFOLIO CLASS A) |
31.42%
Dec 2018 - Dec 2021 |
19.83%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart