Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MBFJF (Mitsubishi UFJ Financial Group Inc) | 26.57% | 57.96% | 47.72% | nan% | nan% | nan% | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/25/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MBFJF (Mitsubishi UFJ Financial Group Inc) | 06/25/2008 | 06/05/2026 |
| 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 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.74 | 57.96 | 47.72 | nan | nan | nan | NA | … | … | 26.57 | 58.39 | 31.94 | 31.15 | -209.14 | 28.72 | -13.66 | -202.18 | -32.05 | 21.05 | -230.63 | 15.40 | -14.30 | 10,709.88 | -523.59 | 615.16 | 8.46 | -4.81 | -38.97 |
| Sharpe Ratio | NA | 0.67 | 0.96 | NA | NA | NA | NA | … | … | 0.83 | 1.10 | 0.61 | 0.89 | NA | 0.79 | -0.34 | NA | -1.31 | 0.99 | NA | 0.46 | -0.63 | NA | NA | NA | 0.29 | -0.03 | -1.06 |
| Standard Deviation(%) | NA | 55.52 | 47.77 | NA | NA | NA | NA | … | … | 58.93 | 50.92 | 46.65 | 31.26 | NA | 36.20 | 40.37 | NA | 25.66 | 20.74 | NA | 33.77 | 22.66 | NA | NA | NA | 28.98 | 158.99 | 58.44 |
| Draw Down(%) | NA | 23.37 | 27.45 | 212.50 | 256.65 | NA | NA | … | … | 23.37 | 27.45 | 17.73 | 18.94 | 204.89 | 0.91 | 12.31 | 193.70 | 39.63 | 12.93 | 262.69 | 4.51 | 3.29 | 1,253.09 | 432.21 | 497.64 | 22.74 | 72.22 | 50.01 |
| Yield(%) | 0.00 | 3.66 | 7.72 | 58.86 | 77.44 | 95.56 | 38.39 | … | … | 1.48 | 5.81 | 5.57 | 6.03 | 266.14 | 5.15 | 4.34 | 232.15 | 2.62 | 2.60 | 145.75 | 2.89 | 2.26 | 298.51 | 148.05 | 220.59 | 2.64 | 2.17 | 0.77 |
Data as of 06/05/2026, Common starting date is 06/25/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBFJF (Mitsubishi UFJ Financial Group Inc) |
4.58%
Aug 2016 – Aug 2019 |
-9.10%
Oct 2017 – Oct 2022 |
31.46%
Apr 2013 – Apr 2023 |
70.36%
Jul 2008 – Jul 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBFJF (Mitsubishi UFJ Financial Group Inc) |
846.79%
Jun 2011 – Jun 2014 |
273.00%
Apr 2011 – Apr 2016 |
132.61%
Nov 2008 – Nov 2018 |
93.89%
Oct 2009 – Oct 2024 |
Annualized Rolling Returns Comparison Chart