Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MZHOF (Mizuho Financial Group Inc) | 39.69% | 100.87% | 57.60% | 33.72% | 162.76% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/18/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MZHOF (Mizuho Financial Group Inc) | 01/18/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 15.84 | 100.87 | 57.60 | 33.72 | 162.76 | NA | NA | … | … | 39.69 | 58.41 | 51.99 | 44.49 | 3.23 | 8.29 | 236.38 | 910.89 | 370.90 | 412.75 | 648.75 | 290.45 | 231.32 | 279.01 | 1,223.65 |
| Sharpe Ratio | NA | 0.89 | 0.99 | 0.64 | 1.66 | NA | NA | … | … | 0.85 | 0.96 | 1.10 | 1.40 | 0.07 | 0.31 | 1.92 | 5.61 | 2.94 | 3.52 | 4.21 | 3.12 | 2.28 | 3.47 | 8.00 |
| Standard Deviation(%) | NA | 62.76 | 50.88 | 43.20 | 96.03 | NA | NA | … | … | 72.47 | 57.95 | 43.97 | 29.45 | 25.56 | 26.67 | 121.93 | 162.09 | 126.86 | 117.99 | 154.19 | 93.07 | 101.37 | 80.42 | 177.91 |
| Draw Down(%) | NA | 29.85 | 29.85 | 29.85 | 33.33 | NA | NA | … | … | 29.85 | 27.23 | 13.73 | 16.12 | 21.20 | 18.85 | 33.33 | 11.54 | 16.93 | 9.09 | 33.84 | 20.94 | 12.31 | 15.49 | 15.15 |
| Yield(%) | 0.00 | 5.55 | 8.97 | 7.00 | 165.27 | 170.80 | 128.10 | … | … | 2.52 | 5.60 | 6.47 | 6.84 | 4.75 | 5.41 | 75.48 | 138.00 | 111.48 | 106.91 | 106.06 | 106.51 | 93.84 | 116.98 | 167.91 |
Data as of 06/04/2026, Common starting date is 01/18/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MZHOF (Mizuho Financial Group Inc) |
12.82%
Nov 2020 – Nov 2023 |
24.73%
Jan 2020 – Jan 2025 |
157.50%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MZHOF (Mizuho Financial Group Inc) |
810.64%
Jan 2017 – Jan 2020 |
644.58%
Jan 2015 – Jan 2020 |
355.22%
Feb 2012 – Feb 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart