Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MFG (Mizuho Financial Group, Inc.) | 33.74% | 79.56% | 52.56% | 30.22% | 16.86% | 12.58% | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/08/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MFG (Mizuho Financial Group, Inc.) | 11/08/2006 | 06/04/2026 |
| 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 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 9.39 | 79.56 | 52.56 | 30.22 | 16.86 | 12.58 | NA | … | … | 33.74 | 49.69 | 42.15 | 21.13 | 11.37 | 0.00 | -15.12 | 7.66 | -14.47 | 5.14 | -7.29 | 22.84 | -19.39 | 22.35 | 43.21 | -23.09 | 9.91 | -35.32 | -38.11 | -33.19 | -3.03 |
| Sharpe Ratio | NA | 2.09 | 1.46 | 0.86 | 0.53 | NA | NA | … | … | 1.73 | 1.38 | 1.14 | 0.60 | 0.39 | 0.00 | -0.45 | 0.42 | -0.85 | 0.31 | -0.23 | 0.90 | -1.20 | 0.77 | 1.85 | -0.72 | 0.31 | -0.60 | -0.53 | -1.06 | -0.83 |
| Standard Deviation(%) | NA | 30.16 | 32.22 | 29.61 | 26.48 | NA | NA | … | … | 35.78 | 34.71 | 31.39 | 28.23 | 25.66 | 22.54 | 34.18 | 15.05 | 18.63 | 14.58 | 32.18 | 25.33 | 16.23 | 28.94 | 23.54 | 32.21 | 31.53 | 59.03 | 72.84 | 34.41 | 27.98 |
| Draw Down(%) | NA | 24.78 | 28.34 | 28.87 | 45.63 | NA | NA | … | … | 24.78 | 29.64 | 20.13 | 17.02 | 26.90 | 23.68 | 35.69 | 14.64 | 23.79 | 10.37 | 31.68 | 17.63 | 23.28 | 19.68 | 16.12 | 38.10 | 34.24 | 47.72 | 65.16 | 38.34 | 7.78 |
| Yield(%) | 0.00 | 1.72 | 4.67 | 4.30 | 4.41 | 4.54 | 0.97 | … | … | 0.00 | 4.05 | 4.59 | 4.51 | 4.75 | 5.45 | 4.55 | 4.53 | 3.69 | 3.72 | 3.40 | 3.72 | 2.93 | 3.10 | 5.82 | 6.41 | 4.88 | 3.50 | 1.96 | 0.79 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/08/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFG (Mizuho Financial Group, Inc.) |
-36.45%
Jul 2007 – Jul 2010 |
-25.73%
Dec 2006 – Dec 2011 |
-9.64%
May 2007 – May 2017 |
-7.77%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFG (Mizuho Financial Group, Inc.) |
51.63%
Oct 2022 – Oct 2025 |
31.64%
Jan 2021 – Jan 2026 |
16.56%
Feb 2016 – Feb 2026 |
11.56%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart