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
MOILX 4.25% 10.74% NA NA NA NA NA
Data as of 06/17/2026, Common starting date is 11/27/2024
More Performance Analytics Comparison
Name Start Date End Date
MOILX 11/27/2024 06/17/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024
Annualized Return (%) 0.29 10.74 NA NA NA NA NA 4.25 7.36 -0.46
Sharpe Ratio NA 1.86 NA NA NA NA NA 1.51 0.63 -1.57
Standard Deviation(%) NA 4.12 NA NA NA NA NA 4.30 7.11 5.37
Draw Down(%) NA 2.98 NA NA NA NA NA 2.98 6.80 2.81
Yield(%) 0.00 5.68 2.89 1.73 0.87 0.58 0.43 2.04 5.98 0.71
Data as of 06/17/2026, Common starting date is 11/27/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MOILX (MOILX) 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
MOILX (MOILX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return