Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AEOJF (AEON Financial Service Co. Ltd) | NA | 12.30% | -5.13% | 20.21% | 14.78% | NA | NA | … | … |
Data as of 08/29/2024, Common starting date is 08/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AEOJF (AEON Financial Service Co. Ltd) | 08/06/2012 | 08/29/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.90 | 12.30 | -5.13 | 20.21 | 14.78 | NA | NA | … | … | 10.61 | -12.42 | -18.85 | -717.07 | -143.17 | -197.33 | -290.05 | 16.59 | -12.13 | -8.79 | 2.52 | -1,083.79 | 48.57 |
| Sharpe Ratio | NA | 0.19 | -0.59 | NA | NA | NA | NA | … | … | 1.38 | -1.44 | -0.77 | NA | NA | NA | NA | 1.76 | -0.50 | -0.74 | 1.51 | NA | 3.45 |
| Standard Deviation(%) | NA | 10.69 | 17.12 | NA | NA | NA | NA | … | … | 9.25 | 11.66 | 26.22 | NA | NA | NA | NA | 9.08 | 24.88 | 11.94 | 1.66 | NA | 49.61 |
| Draw Down(%) | NA | 4.33 | 20.44 | 507.22 | 369.10 | NA | NA | … | … | 0.00 | 8.46 | 21.29 | 717.07 | 166.67 | 210.57 | 315.00 | 0.00 | 15.69 | 6.18 | 0.00 | 1,054.39 | 5.73 |
| Yield(%) | 0.00 | 4.07 | 2.94 | 72.94 | 49.41 | 57.72 | 43.29 | … | … | 4.28 | 4.08 | 3.03 | 121.30 | 250.64 | 218.17 | 143.14 | 3.33 | 5.98 | 2.08 | 2.28 | 126.58 | 28.09 |
Data as of 08/29/2024, Common starting date is 08/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AEOJF (AEON Financial Service Co. Ltd) |
-10.19%
Oct 2013 – Oct 2016 |
-2.82%
Jul 2013 – Jul 2018 |
12.59%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AEOJF (AEON Financial Service Co. Ltd) |
72.02%
Aug 2018 – Aug 2021 |
43.52%
Oct 2016 – Oct 2021 |
16.04%
Mar 2013 – Mar 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart