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
AIFLY (Aiful Corp ADR) 2,141.22% 3,242.59% 189.17% 87.05% 33.87% 36.27% NA
Data as of 05/01/2026, Common starting date is 06/01/2006
More Performance Analytics Comparison
Name Start Date End Date
AIFLY (Aiful Corp ADR) 06/01/2006 05/01/2026
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
Annualized Return (%) 2,081.03 3,242.59 189.17 87.05 33.87 36.27 NA 2,141.22 47.37 -12.84 -27.33 -7.18 22.20 19.82 -25.00 -14.45 18.49 -7.59 -5.39 -24.43 35.58 393.94 37.50 -36.84 -33.33 -87.41 -36.69 -50.34
Sharpe Ratio NA 10.40 1.02 0.60 0.31 NA NA 2,096.02 1.06 -0.52 -1.38 -0.28 0.92 0.39 -0.96 -0.80 0.65 -0.25 -0.16 -0.29 0.49 4.87 0.36 -0.31 -0.17 -0.74 -0.48 -1.24
Standard Deviation(%) NA 311.63 181.64 141.71 102.57 NA NA 537.05 43.02 37.36 23.01 30.56 24.22 50.06 27.59 19.81 27.72 31.28 33.97 83.90 73.11 82.25 102.76 120.01 201.05 118.68 83.03 59.28
Draw Down(%) NA 14.11 32.62 42.06 46.71 NA NA 0.00 14.11 32.62 27.33 25.31 12.03 28.94 31.76 15.91 10.56 21.52 21.81 49.09 43.02 31.48 48.15 80.00 80.43 92.32 60.12 52.88
Yield(%) 0.00 5.99 1.61 1.02 0.44 1.63 0.10 98.10 2.40 0.29 0.24 0.24 0.35 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 1.05 1.46 0.44
Data as of 05/01/2026, Common starting date is 06/01/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AIFLY (Aiful Corp ADR) -74.35%
Oct 2007 – Oct 2010
-49.55%
Aug 2006 – Aug 2011
-16.67%
Aug 2006 – Aug 2016
-11.36%
Aug 2006 – Aug 2021
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AIFLY (Aiful Corp ADR) 191.23%
Oct 2010 – Oct 2013
80.20%
Oct 2010 – Oct 2015
30.20%
Oct 2010 – Oct 2020
20.65%
Oct 2010 – Oct 2025
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return