Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
MZDAF (Mazda Motor Corporation) -6.67% 36.23% -1.04% nan% 222.57% 243.47% NA
Data as of 06/03/2026, Common starting date is 10/18/2010
More Performance Analytics Comparison
Name Start Date End Date
MZDAF (Mazda Motor Corporation) 10/18/2010 06/03/2026
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
Annualized Return (%) 2.86 36.23 -1.04 nan 222.57 243.47 NA -6.67 21.89 -33.69 48.76 -194.62 24.01 -22.11 57.44 423.19 21,146.94 -109,995.11 1,969.65 22.42 155.61 20.59 -38.85 8.59
Sharpe Ratio NA 0.04 -0.16 NA NA NA NA -0.61 0.37 -0.81 1.31 NA 0.46 -0.33 NA NA NA NA 7.75 0.53 3.41 0.35 -0.79 1.78
Standard Deviation(%) NA 59.59 49.59 NA NA NA NA 66.15 51.75 46.25 34.85 NA 52.24 68.20 NA NA NA NA 254.07 42.60 45.59 59.22 49.03 27.53
Draw Down(%) NA 35.40 53.87 215.75 10,987.13 NA NA 35.40 22.26 51.06 20.03 215.75 2.05 13.80 242.43 426.12 10,987.13 6,551.96 29.18 23.12 19.73 42.41 45.03 6.40
Yield(%) 0.00 2.98 4.30 36.86 81.88 96.93 70.99 0.00 5.49 4.66 5.77 202.41 0.00 2.20 360.08 258.50 206.49 144.23 102.38 19.05 0.00 0.00 0.00 0.00
Data as of 06/03/2026, Common starting date is 10/18/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MZDAF (Mazda Motor Corporation) -8.46%
Mar 2023 – Mar 2026
7.86%
Jul 2019 – Jul 2024
216.47%
Apr 2016 – Apr 2026
239.47%
Jan 2011 – Jan 2026
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MZDAF (Mazda Motor Corporation) 17,757.49%
Apr 2015 – Apr 2018
3,257.76%
Apr 2014 – Apr 2019
583.46%
Jul 2012 – Jul 2022
245.93%
Feb 2011 – Feb 2026
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return