Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JPHLF (Japan Post Holdings Co. Ltd) | NA | -89.77% | -83.97% | nan% | NA | NA | NA | … | … |
Data as of 02/15/2024, Common starting date is 12/14/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JPHLF (Japan Post Holdings Co. Ltd) | 12/14/2015 | 02/15/2024 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.86 | -89.77 | -83.97 | nan | NA | NA | NA | … | … | 5.43 | -88.67 | -118.64 | -121.04 | -141.77 | -55.99 | -15.79 | 5.57 | 35.28 | 0.00 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | 1.00 | NA | NA | NA | NA | NA | NA | NA | NA | 0.00 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | 48.12 | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Draw Down(%) | NA | 158.73 | 122.64 | 191.83 | NA | NA | NA | … | … | 0.00 | 152.18 | 117.63 | 122.64 | 146.23 | 191.83 | 193.54 | 214.78 | 287.36 | 0.00 |
| Yield(%) | 0.00 | 841.88 | 667.35 | 399.97 | 245.65 | 163.76 | 122.82 | … | … | 0.00 | 982.75 | 632.91 | 650.20 | 263.16 | 399.68 | 416.08 | 408.16 | 306.75 | 0.00 |
Data as of 02/15/2024, Common starting date is 12/14/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPHLF (Japan Post Holdings Co. Ltd) |
-84.14%
Nov 2020 – Nov 2023 |
-65.95%
Apr 2017 – Apr 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPHLF (Japan Post Holdings Co. Ltd) |
6.34%
Jan 2016 – Jan 2019 |
-48.04%
Sep 2016 – Sep 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart