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
MCSYV -2.32% -10.53% NA NA NA NA NA
Data as of 06/12/2026, Common starting date is 06/06/2025
More Performance Analytics Comparison
Name Start Date End Date
MCSYV 06/06/2025 06/12/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) 5.61 -10.53 NA NA NA NA NA -2.32 -4.17
Sharpe Ratio NA -0.53 NA NA NA NA NA -0.32 -0.40
Standard Deviation(%) NA 24.89 NA NA NA NA NA 23.95 25.45
Draw Down(%) NA 28.91 NA NA NA NA NA 13.26 28.91
Yield(%) 0.00 9.11 3.14 1.88 0.94 0.63 0.47 3.31 6.50
Data as of 06/12/2026, Common starting date is 06/06/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MCSYV (MCSYV) 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
MCSYV (MCSYV) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return