Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MBRFY | NA | -35.38% | 26.57% | -4.60% | 5.32% | -7.01% | NA | … | … |
Data as of 06/10/2026, Common starting date is 04/06/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MBRFY | 04/06/2011 | 06/10/2026 |
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -35.38 | 26.57 | -4.60 | 5.32 | -7.01 | NA | … | … |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | … | … |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | … | … |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | … | … |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … |
Data as of 06/10/2026, Common starting date is 04/06/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBRFY (MBRFY) |
-40.89%
Mar 2012 – Mar 2015 |
-29.13%
Jul 2011 – Jul 2016 |
-13.25%
Feb 2013 – Feb 2023 |
-6.89%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBRFY (MBRFY) |
49.70%
Sep 2018 – Sep 2021 |
22.92%
Sep 2016 – Sep 2021 |
10.91%
May 2015 – May 2025 |
-6.89%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart