Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
MCHPP 29.23% 20.84% NA NA NA NA NA
Data as of 06/10/2026, Common starting date is 03/21/2025
More Performance Analytics Comparison
Name Start Date End Date
MCHPP 03/21/2025 06/10/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) -8.50 20.84 NA NA NA NA NA 29.23 20.14
Sharpe Ratio NA 0.75 NA NA NA NA NA 2.00 0.47
Standard Deviation(%) NA 36.30 NA NA NA NA NA 41.65 50.34
Draw Down(%) NA 29.93 NA NA NA NA NA 22.26 29.93
Yield(%) 0.00 4.36 2.39 1.44 0.72 0.48 0.36 1.58 5.34
Data as of 06/10/2026, Common starting date is 03/21/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MCHPP (MCHPP) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MCHPP (MCHPP) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return