Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MULSX (ULTRA SHORT INCOME PORTFOLIO CLASS IR) | 1.48% | 4.15% | 5.00% | 3.85% | 2.43% | NA | NA | … | … |
Data as of 06/17/2026, Common starting date is 05/03/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MULSX (ULTRA SHORT INCOME PORTFOLIO CLASS IR) | 05/03/2016 | 06/17/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.15 | 5.00 | 3.85 | 2.43 | NA | NA | … | … | 1.48 | 4.51 | 5.54 | 5.67 | 2.06 | 0.16 | 0.48 | 2.62 | 1.42 | 0.41 | 0.18 |
| Sharpe Ratio | NA | 1.27 | 1.25 | 1.09 | 0.84 | NA | NA | … | … | 0.78 | 1.27 | 1.26 | 1.36 | 0.86 | 0.87 | 0.44 | 1.61 | 0.07 | -1.33 | 0.11 |
| Standard Deviation(%) | NA | 1.19 | 1.40 | 1.20 | 0.92 | NA | NA | … | … | 1.05 | 1.28 | 1.52 | 1.49 | 0.74 | 0.15 | 0.53 | 0.71 | 0.52 | 0.19 | 0.35 |
| Draw Down(%) | NA | 0.10 | 0.10 | 0.18 | 0.70 | NA | NA | … | … | 0.10 | 0.10 | 0.10 | 0.10 | 0.10 | 0.10 | 0.70 | 0.00 | 0.10 | 0.00 | 0.10 |
| Yield(%) | 0.00 | 4.06 | 4.88 | 3.76 | 2.41 | 1.61 | 1.20 | … | … | 1.56 | 4.40 | 5.38 | 5.30 | 2.07 | 0.13 | 0.88 | 2.49 | 1.41 | 0.41 | 0.08 |
Data as of 06/17/2026, Common starting date is 05/03/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MULSX (ULTRA SHORT INCOME PORTFOLIO CLASS IR) |
0.66%
Aug 2019 – Aug 2022 |
0.95%
Apr 2017 – Apr 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MULSX (ULTRA SHORT INCOME PORTFOLIO CLASS IR) |
5.29%
Sep 2022 – Sep 2025 |
3.85%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart