Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MUOAX (US CORE PORTFOLIO CLASS A) | 2.85% | 15.69% | 20.50% | 11.10% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 06/08/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MUOAX (US CORE PORTFOLIO CLASS A) | 06/08/2016 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.27 | 15.69 | 20.50 | 11.10 | NA | NA | NA | … | … | 2.85 | 18.11 | 28.22 | 17.71 | -20.42 | 35.58 | 23.77 | 35.68 | -12.19 | 18.79 | 2.93 |
| Sharpe Ratio | NA | 1.28 | 1.18 | 0.50 | NA | NA | NA | … | … | 0.66 | 0.83 | 1.74 | 0.95 | -0.86 | 2.41 | 0.60 | 2.60 | -0.76 | 2.23 | 0.42 |
| Standard Deviation(%) | NA | 12.80 | 15.54 | 17.99 | NA | NA | NA | … | … | 14.97 | 18.70 | 14.14 | 14.99 | 25.46 | 14.78 | 39.36 | 13.18 | 17.85 | 8.18 | 11.80 |
| Draw Down(%) | NA | 13.78 | 18.63 | 25.08 | NA | NA | NA | … | … | 13.78 | 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 | 0.03 | 0.02 | 0.35 | 0.23 | 0.17 | … | … | 0.00 | 0.00 | 0.00 | 0.08 | 0.04 | 0.00 | 0.37 | 1.39 | 0.09 | 0.21 | 0.88 |
Data as of 06/03/2026, Common starting date is 06/08/2016
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 |
9.30%
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) |
31.56%
Dec 2018 – Dec 2021 |
19.92%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart