Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MZTI | -33.68% | -33.63% | -16.75% | -9.23% | 0.54% | 7.21% | 8.12% | … | … |
Data as of 06/05/2026, Common starting date is 11/05/1984
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MZTI | 11/05/1984 | 06/05/2026 |
| 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 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.18 | -33.63 | -16.75 | -9.23 | 0.54 | 7.21 | 8.12 | … | … | -33.68 | -2.93 | 6.10 | -14.02 | 21.59 | -8.26 | 16.75 | -7.88 | 39.22 | -6.99 | 24.51 | 31.33 | 8.30 | 30.08 | 9.01 | 23.99 | 17.83 | 48.56 | -10.70 | -7.96 | 22.66 | -6.82 | -2.92 | 17.99 | 12.23 | 29.24 | -13.03 | 5.13 | -13.09 | 24.48 | 25.73 | 29.02 | -13.62 | 57.47 | 53.01 | 143.74 | -30.90 | 33.33 | 7.14 | 1.32 | 33.80 | 14.52 | 5.08 |
| Sharpe Ratio | NA | -1.35 | -0.69 | -0.42 | -0.04 | NA | NA | … | … | -2.13 | -0.19 | 0.09 | -0.71 | 0.65 | -0.43 | 0.38 | -0.37 | 1.80 | -0.33 | 1.04 | 1.70 | 0.41 | 1.70 | 0.55 | 0.82 | 0.93 | 1.53 | -0.34 | -0.42 | 0.89 | -0.43 | -0.17 | 0.79 | 0.33 | 0.83 | -0.35 | 0.05 | -0.48 | 0.95 | 0.96 | 1.16 | -0.64 | 1.68 | 1.37 | 3.75 | -0.87 | 1.29 | 0.08 | -0.08 | 0.88 | 0.35 | 1.03 |
| Standard Deviation(%) | NA | 26.87 | 28.93 | 27.85 | 27.79 | NA | NA | … | … | 30.09 | 30.34 | 27.53 | 24.91 | 31.23 | 19.18 | 43.11 | 25.37 | 21.14 | 23.47 | 23.45 | 18.40 | 20.23 | 17.70 | 16.53 | 29.23 | 19.08 | 31.61 | 34.18 | 26.56 | 21.73 | 21.26 | 22.79 | 21.98 | 33.31 | 32.81 | 49.60 | 32.84 | 34.64 | 21.74 | 22.69 | 21.66 | 26.28 | 32.69 | 36.42 | 37.08 | 41.76 | 21.19 | 27.89 | 35.36 | 33.18 | 25.90 | 31.63 |
| Draw Down(%) | NA | 42.74 | 46.47 | 48.22 | 48.22 | NA | NA | … | … | 38.40 | 18.91 | 18.87 | 26.46 | 29.78 | 26.62 | 24.14 | 23.41 | 9.99 | 21.96 | 18.37 | 8.93 | 15.33 | 16.96 | 9.80 | 16.17 | 25.14 | 12.53 | 35.04 | 19.51 | 15.62 | 15.57 | 16.70 | 12.25 | 28.33 | 23.62 | 42.45 | 20.19 | 42.31 | 16.73 | 14.05 | 14.20 | 24.26 | 19.87 | 20.77 | 14.87 | 47.00 | 8.57 | 18.67 | 40.38 | 32.37 | 14.93 | 7.14 |
| Yield(%) | 0.00 | 2.33 | 1.85 | 1.80 | 2.43 | 5.66 | 6.97 | … | … | 1.22 | 2.23 | 2.19 | 1.71 | 1.95 | 1.72 | 1.82 | 1.54 | 1.90 | 1.59 | 1.82 | 7.44 | 2.07 | 2.29 | 9.30 | 2.35 | 2.46 | 3.34 | 2.91 | 2.47 | 2.76 | 7.10 | 2.05 | 2.12 | 2.06 | 2.60 | 1.98 | 2.13 | 0.99 | 1.68 | 1.85 | 2.07 | 1.30 | 1.50 | 1.72 | 4.86 | 2.32 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 11/05/1984
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MZTI (MZTI) |
-15.37%
May 2023 – May 2026 |
-7.89%
May 2021 – May 2026 |
0.59%
Jun 1998 – Jun 2008 |
4.61%
Oct 1993 – Oct 2008 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MZTI (MZTI) |
97.24%
Oct 1990 – Oct 1993 |
49.95%
Oct 1990 – Oct 1995 |
29.19%
Feb 1988 – Feb 1998 |
20.68%
Oct 1990 – Oct 2005 |
Annualized Rolling Returns Comparison Chart