Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| YAHOF (Z Holdings Corporation) | 1.35% | -36.19% | 1.86% | -10.10% | -4.15% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 09/15/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| YAHOF (Z Holdings Corporation) | 09/15/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.60 | -36.19 | 1.86 | -10.10 | -4.15 | NA | NA | … | … | 1.35 | -20.31 | -5.91 | 32.04 | -54.08 | -1.36 | 47.77 | 75.22 | -44.16 | 20.48 | -9.25 | 15.50 | -5.82 |
| Sharpe Ratio | NA | -0.69 | -0.10 | -0.30 | -0.13 | NA | NA | … | … | 0.02 | -0.36 | -0.48 | 0.93 | -1.23 | -0.03 | 0.70 | 1.72 | -1.35 | 0.77 | -0.37 | 0.49 | -0.67 |
| Standard Deviation(%) | NA | 56.19 | 46.75 | 45.01 | 44.29 | NA | NA | … | … | 54.91 | 64.41 | 26.28 | 30.31 | 45.36 | 45.87 | 67.37 | 42.87 | 33.80 | 26.01 | 25.44 | 31.59 | 27.15 |
| Draw Down(%) | NA | 43.46 | 43.46 | 68.00 | 68.98 | NA | NA | … | … | 23.41 | 38.02 | 35.02 | 19.66 | 57.20 | 40.98 | 36.53 | 17.94 | 50.52 | 12.84 | 24.67 | 16.05 | 14.91 |
| Yield(%) | 0.00 | 1.20 | 1.75 | 0.94 | 1.29 | 1.26 | 0.94 | … | … | 1.63 | 1.44 | 1.07 | 1.61 | 0.79 | 0.84 | 1.87 | 3.29 | 1.87 | 2.12 | 1.85 | 2.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 09/15/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| YAHOF (Z Holdings Corporation) |
-25.70%
Nov 2021 – Nov 2024 |
-17.52%
Oct 2020 – Oct 2025 |
-4.15%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| YAHOF (Z Holdings Corporation) |
37.08%
Nov 2018 – Nov 2021 |
15.07%
Nov 2016 – Nov 2021 |
1.06%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart