Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MUFG (Mitsubishi UFJ Financial Group, Inc.) | 26.42% | 47.56% | 46.37% | 32.01% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/17/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MUFG (Mitsubishi UFJ Financial Group, Inc.) | 01/17/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.54 | 47.56 | 46.37 | 32.01 | NA | NA | NA | … | … | 26.42 | 35.32 | 36.12 | 29.09 | 22.16 | 23.25 | -16.00 | 11.50 | -39.35 |
| Sharpe Ratio | NA | 1.38 | 1.44 | 0.97 | NA | NA | NA | … | … | 1.71 | 1.06 | 1.00 | 0.79 | 0.72 | 0.98 | -0.44 | 0.60 | -1.82 |
| Standard Deviation(%) | NA | 25.71 | 29.64 | 28.94 | NA | NA | NA | … | … | 27.67 | 31.44 | 28.89 | 31.58 | 28.81 | 23.65 | 36.63 | 16.90 | 23.12 |
| Draw Down(%) | NA | 17.28 | 26.56 | 32.81 | NA | NA | NA | … | … | 17.28 | 27.97 | 20.22 | 21.95 | 35.56 | 15.92 | 37.25 | 15.24 | 41.34 |
| Yield(%) | 0.00 | 1.53 | 4.40 | 4.67 | 2.64 | 1.76 | 1.32 | … | … | 0.00 | 4.11 | 3.43 | 3.67 | 4.04 | 5.30 | 4.33 | 4.37 | 2.33 |
Data as of 06/04/2026, Common starting date is 01/17/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MUFG (Mitsubishi UFJ Financial Group, Inc.) |
-5.65%
Feb 2018 – Feb 2021 |
3.10%
Apr 2018 – Apr 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MUFG (Mitsubishi UFJ Financial Group, Inc.) |
57.35%
Sep 2022 – Sep 2025 |
36.53%
Sep 2020 – Sep 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart