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
MZDAY (Mazda Motor Corp ADR) -9.61% 17.97% -8.14% -5.83% -8.39% -3.67% NA
Data as of 06/04/2026, Common starting date is 10/18/2010
More Performance Analytics Comparison
Name Start Date End Date
MZDAY (Mazda Motor Corp ADR) 10/18/2010 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
Annualized Return (%) -1.42 17.97 -8.14 -5.83 -8.39 -3.67 NA -9.61 12.17 -36.65 41.49 -0.79 13.47 -20.85 -17.09 -23.34 -18.33 -21.30 -14.42 -7.51 159.06 8.68 -36.94 14.62
Sharpe Ratio NA 0.22 -0.25 -0.17 -0.27 NA NA -0.49 0.21 -1.27 1.15 -0.06 0.34 -0.41 -0.85 -1.08 -0.97 -0.55 -0.50 -0.24 3.62 0.18 -0.91 5.31
Standard Deviation(%) NA 42.55 38.75 37.29 35.42 NA NA 41.59 44.57 33.90 32.62 36.34 39.18 51.39 21.70 22.75 19.67 39.12 28.80 30.98 43.88 47.79 40.68 17.63
Draw Down(%) NA 30.73 59.91 59.91 73.50 NA NA 30.73 27.70 53.30 23.24 34.61 22.81 49.34 33.22 31.02 22.65 40.66 38.25 24.72 21.91 46.91 40.29 0.00
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/04/2026, 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
MZDAY (Mazda Motor Corp ADR) -28.84%
Oct 2017 – Oct 2020
-23.50%
Mar 2015 – Mar 2020
-13.12%
Nov 2014 – Nov 2024
-4.35%
Nov 2010 – Nov 2025
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MZDAY (Mazda Motor Corp ADR) 49.27%
Oct 2012 – Oct 2015
19.51%
Jul 2012 – Jul 2017
3.54%
Aug 2012 – Aug 2022
-2.61%
Feb 2011 – Feb 2026
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return