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
YAHOY (Z Holdings Corp ADR) -5.11% -30.90% -0.59% -11.39% -6.42% -2.12% NA
Data as of 06/04/2026, Common starting date is 01/21/2010
More Performance Analytics Comparison
Name Start Date End Date
YAHOY (Z Holdings Corp ADR) 01/21/2010 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 (%) -3.28 -30.90 -0.59 -11.39 -6.42 -2.12 NA -5.11 -0.19 -23.76 42.60 -57.17 -5.03 44.11 70.93 -46.23 19.76 -5.68 12.66 -35.34 71.55 1.22 -16.99 15.78
Sharpe Ratio NA -0.96 -0.06 -0.41 -0.20 NA NA -0.21 -0.09 -1.03 1.28 -1.40 -0.15 0.86 1.89 -1.60 0.85 -0.23 0.40 -1.15 1.96 0.04 -0.49 0.55
Standard Deviation(%) NA 32.59 32.10 34.22 34.73 NA NA 35.17 34.49 29.78 30.14 41.81 33.83 50.93 36.70 29.80 22.68 25.53 31.74 30.68 36.45 27.45 34.57 30.07
Draw Down(%) NA 39.69 43.77 69.93 70.82 NA NA 15.30 37.24 37.98 25.67 59.77 41.47 40.45 20.97 52.58 14.81 26.00 18.20 45.73 25.24 17.15 28.79 22.00
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 01/21/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
YAHOY (Z Holdings Corp ADR) -28.62%
Oct 2020 – Oct 2023
-16.64%
Feb 2021 – Feb 2026
-8.06%
Feb 2014 – Feb 2024
-2.87%
Feb 2011 – Feb 2026
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
YAHOY (Z Holdings Corp ADR) 32.75%
Dec 2018 – Dec 2021
12.46%
Nov 2016 – Nov 2021
7.67%
Nov 2011 – Nov 2021
0.22%
May 2010 – May 2025
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return