Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JAPAF (Japan Tobacco Inc) | 7.10% | 46.73% | 29.26% | nan% | nan% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/18/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JAPAF (Japan Tobacco Inc) | 01/18/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.02 | 46.73 | 29.26 | nan | nan | NA | NA | … | … | 7.10 | 35.13 | 16.64 | 45.42 | 8.71 | -139.23 | -2.90 | 3.55 | -22.95 | 2.39 | -8.77 | 37.86 | -13.13 | 20.12 | -159.54 |
| Sharpe Ratio | NA | 0.72 | 0.54 | NA | NA | NA | NA | … | … | 0.22 | 0.56 | 0.36 | 1.99 | 0.30 | NA | -0.09 | 0.08 | -0.99 | 0.08 | -0.29 | 1.29 | -0.53 | 0.64 | NA |
| Standard Deviation(%) | NA | 61.02 | 48.11 | NA | NA | NA | NA | … | … | 67.25 | 57.55 | 36.64 | 21.23 | 24.48 | NA | 36.07 | 26.87 | 24.59 | 21.73 | 31.26 | 29.31 | 24.59 | 31.36 | NA |
| Draw Down(%) | NA | 15.65 | 19.16 | 141.21 | 153.85 | NA | NA | … | … | 15.65 | 16.14 | 14.84 | 9.41 | 21.21 | 145.09 | 6.50 | 1.88 | 5.68 | 0.49 | 3.14 | 2.89 | 9.16 | 0.36 | 152.56 |
| Yield(%) | 0.00 | 7.07 | 8.86 | 83.39 | 21.46 | 0.18 | 0.13 | … | … | 0.00 | 6.97 | 7.23 | 10.36 | 10.21 | 385.62 | 6.58 | 6.08 | 4.20 | 3.79 | 3.26 | 3.50 | 4.14 | 3.06 | 0.65 |
Data as of 06/05/2026, Common starting date is 01/18/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JAPAF (Japan Tobacco Inc) |
-16.13%
Jul 2017 – Jul 2020 |
-10.75%
Jul 2015 – Jul 2020 |
-15.94%
Mar 2012 – Mar 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JAPAF (Japan Tobacco Inc) |
38.99%
Oct 2022 – Oct 2025 |
6.84%
Oct 2012 – Oct 2017 |
42.29%
Jun 2012 – Jun 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart