Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MUOSX (US CORE PORTFOLIO CLASS IS) | 4.66% | 18.14% | 21.56% | 11.66% | 14.22% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/31/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MUOSX (US CORE PORTFOLIO CLASS IS) | 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 | 18.14 | 21.56 | 11.66 | 14.22 | NA | NA | … | … | 4.66 | 18.53 | 28.69 | 18.05 | -20.16 | 36.06 | 24.27 | 36.16 | -11.04 | 19.37 | 5.52 |
| Sharpe Ratio | NA | 1.32 | 1.21 | 0.52 | 0.64 | NA | NA | … | … | 0.69 | 0.85 | 1.77 | 0.97 | -0.85 | 2.47 | 0.61 | 2.63 | -0.70 | 2.28 | 0.80 |
| Standard Deviation(%) | NA | 12.79 | 15.53 | 17.95 | 19.80 | NA | NA | … | … | 14.96 | 18.69 | 14.15 | 14.96 | 25.42 | 14.62 | 39.41 | 13.20 | 17.87 | 8.25 | 11.59 |
| Draw Down(%) | NA | 13.73 | 18.59 | 24.90 | 38.35 | NA | NA | … | … | 13.73 | 18.59 | 10.73 | 13.63 | 24.50 | 4.93 | 38.35 | 6.66 | 23.03 | 4.00 | 7.14 |
| Yield(%) | 0.00 | 0.00 | 0.20 | 0.18 | 0.77 | 0.52 | 0.39 | … | … | 0.00 | 0.00 | 0.15 | 0.44 | 0.20 | 0.09 | 0.37 | 1.83 | 1.35 | 0.61 | 1.02 |
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 |
|---|---|---|---|---|
| MUOSX (US CORE PORTFOLIO CLASS IS) |
2.16%
Mar 2017 – Mar 2020 |
9.88%
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 |
|---|---|---|---|---|
| MUOSX (US CORE PORTFOLIO CLASS IS) |
32.04%
Dec 2018 – Dec 2021 |
20.34%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart