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
FKURF (Fujikura Ltd. ) NA 185.02% 168.42% 80.84% 148.23% 92.74% NA
Data as of 09/26/2025, Common starting date is 11/18/2008
More Performance Analytics Comparison
Name Start Date End Date
FKURF (Fujikura Ltd. ) 11/18/2008 09/26/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023 2022 2017 2016 2015 2010 2009 2008
Annualized Return (%) 0.00 185.02 168.42 80.84 148.23 92.74 NA 123.02 498.02 45.00 0.00 1,012.56 3,933.33 89.66 2.14 18,125.00 0.00
Sharpe Ratio NA 2.32 2.54 1.20 1.03 NA NA 2.39 6.52 0.96 0.00 4.26 14.45 0.02 1.37 49.34 0.00
Standard Deviation(%) NA 78.27 65.58 65.58 158.74 NA NA 81.76 75.84 43.54 NA 240.26 272.27 718.44 1.49 367.34 NA
Draw Down(%) NA 44.95 44.95 44.95 44.95 NA NA 44.95 15.08 17.16 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Yield(%) 0.00 2.83 9.64 5.79 28.69 39.23 38.73 1.36 7.83 7.50 0.00 92.04 163.64 0.00 2.10 185.19 0.00
Data as of 09/26/2025, Common starting date is 11/18/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FKURF (Fujikura Ltd. ) 14.50%
Dec 2020 – Dec 2023
161.37%
Jun 2020 – Jun 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FKURF (Fujikura Ltd. ) 879.62%
Sep 2014 – Sep 2017
1,018.42%
Dec 2012 – Dec 2017
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return