Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MUOIX (US CORE PORTFOLIO CLASS I) | 4.64% | 18.10% | 21.49% | 11.61% | 14.17% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/31/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MUOIX (US CORE PORTFOLIO CLASS I) | 05/31/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.30 | 18.10 | 21.49 | 11.61 | 14.17 | NA | NA | … | … | 4.64 | 18.44 | 28.61 | 18.07 | -20.21 | 35.99 | 24.20 | 36.01 | -11.00 | 19.33 | 5.51 |
| Sharpe Ratio | NA | 1.31 | 1.21 | 0.52 | 0.64 | NA | NA | … | … | 0.69 | 0.85 | 1.77 | 0.97 | -0.85 | 2.46 | 0.60 | 2.62 | -0.70 | 2.26 | 0.80 |
| Standard Deviation(%) | NA | 12.80 | 15.53 | 17.93 | 19.80 | NA | NA | … | … | 14.96 | 18.69 | 14.12 | 14.94 | 25.40 | 14.60 | 39.44 | 13.20 | 17.86 | 8.28 | 11.61 |
| Draw Down(%) | NA | 13.75 | 18.60 | 24.92 | 38.35 | NA | NA | … | … | 13.75 | 18.60 | 10.77 | 13.64 | 24.52 | 4.94 | 38.35 | 6.66 | 23.07 | 4.00 | 7.14 |
| Yield(%) | 0.00 | 0.00 | 0.16 | 0.14 | 0.72 | 0.48 | 0.36 | … | … | 0.00 | 0.00 | 0.10 | 0.39 | 0.17 | 0.06 | 0.37 | 1.80 | 1.31 | 0.57 | 1.01 |
Data as of 06/04/2026, Common starting date is 05/31/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MUOIX (US CORE PORTFOLIO CLASS I) |
2.12%
Mar 2017 – Mar 2020 |
9.84%
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 |
|---|---|---|---|---|
| MUOIX (US CORE PORTFOLIO CLASS I) |
31.95%
Dec 2018 – Dec 2021 |
20.28%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart