Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FUJHF (Subaru Corp) | -27.95% | -7.80% | -0.25% | -0.75% | -4.23% | 9.09% | NA | … | … |
Data as of 06/12/2026, Common starting date is 10/18/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FUJHF (Subaru Corp) | 10/18/2010 | 06/12/2026 |
| 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 (%) | -4.80 | -7.80 | -0.25 | -0.75 | -4.23 | 9.09 | NA | … | … | -27.95 | 38.91 | 1.25 | 19.68 | -11.95 | -8.07 | -14.82 | 23.80 | -31.49 | -20.29 | 4.57 | 18.45 | 25.92 | 134.24 | 121.30 | -25.05 | 18.47 |
| Sharpe Ratio | NA | 0.09 | -0.03 | -0.05 | -0.13 | NA | NA | … | … | -0.62 | 0.64 | -0.04 | 0.59 | -0.38 | -0.29 | -0.34 | 0.76 | -1.23 | -1.01 | 0.13 | 0.77 | 1.07 | 3.69 | 4.52 | -0.66 | 5.23 |
| Standard Deviation(%) | NA | 66.30 | 57.68 | 48.82 | 40.76 | NA | NA | … | … | 81.16 | 56.80 | 59.30 | 27.26 | 35.27 | 28.01 | 44.73 | 29.28 | 26.78 | 20.88 | 33.52 | 24.04 | 24.26 | 36.41 | 27.12 | 37.81 | 24.36 |
| Draw Down(%) | NA | 35.84 | 39.05 | 39.05 | 57.67 | NA | NA | … | … | 35.84 | 18.60 | 39.05 | 18.75 | 24.59 | 14.59 | 36.47 | 15.38 | 38.76 | 23.48 | 25.16 | 15.62 | 17.49 | 21.72 | 11.69 | 37.41 | 0.66 |
| Yield(%) | 0.00 | 6.47 | 6.10 | 4.32 | 2.77 | 11.79 | 9.69 | … | … | 3.41 | 6.69 | 5.45 | 5.41 | 2.49 | 2.53 | 3.71 | 6.06 | 4.11 | 3.23 | 3.30 | 2.41 | 1.61 | 2.49 | 1.93 | 1.40 | 0.00 |
Data as of 06/12/2026, Common starting date is 10/18/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FUJHF (Subaru Corp) |
-17.04%
Dec 2015 – Dec 2018 |
-14.11%
Apr 2017 – Apr 2022 |
-4.85%
Nov 2014 – Nov 2024 |
8.89%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FUJHF (Subaru Corp) |
88.11%
Nov 2011 – Nov 2014 |
51.89%
Dec 2011 – Dec 2016 |
16.24%
Nov 2011 – Nov 2021 |
11.78%
Nov 2010 – Nov 2025 |
Annualized Rolling Returns Comparison Chart