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
MMZBX NA 17.00% NA NA NA NA NA
Data as of 09/22/2025, Common starting date is 06/14/2024
More Performance Analytics Comparison
Name Start Date End Date
MMZBX 06/14/2024 09/22/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024
Annualized Return (%) 0.00 17.00 NA NA NA NA NA 18.72 4.26
Sharpe Ratio NA 0.50 NA NA NA NA NA 1.37 0.14
Standard Deviation(%) NA 27.21 NA NA NA NA NA 17.53 32.31
Draw Down(%) NA 11.75 NA NA NA NA NA 2.54 10.53
Yield(%) 0.00 14.54 5.13 3.08 1.54 1.03 0.77 5.80 9.89
Data as of 09/22/2025, Common starting date is 06/14/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MMZBX (MMZBX) 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
MMZBX (MMZBX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return