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MKAM and MSMR share 39.0% of their holdings.
| Side by side | MKAM | MSMR | BAMU |
|---|---|---|---|
| Strategy | Unsorted | Unsorted | Bonds & Cash · Ultra-short |
| Expense ratio | 0.55% | 1.06% | 0.95% |
| Cost per year on $10k | $55 | $106 | $95 |
| Trailing 12-mo yield | 2.62% | 2.00% | 2.90% |
| Income per year on $10k | $262 | $200 | $290 |
| YTD | +5.8% | +2.6% | +2.2% |
| 1 year | +6.5% | +3.0% | +2.7% |
| 3 years · per year | +10.7% | +16.4% | +3.5% |
| 5 years · per year | — | — | — |
| Worst drop · 1Y | −3.7% | −9.3% | −0.6% |
| Volatility · 1Y | 6.5% | 12.0% | 1.1% |
| Holdings | 0 | 6 | 7 |
| Assets | $13M | $184M | $66M |
| Leverage | None | None | None |
| Since | 2023 | 2021 | 2023 |
Highlighted = best in the row. Returns include dividends.