Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KBBTF (Kubota Pharmaceutical Holdings Co. Ltd) | NA | -36.63% | -38.90% | -24.01% | NA | NA | NA | … | … |
Data as of 12/16/2022, Common starting date is 06/20/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KBBTF (Kubota Pharmaceutical Holdings Co. Ltd) | 06/20/2017 | 12/16/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.05 | -36.63 | -38.90 | -24.01 | NA | NA | NA | … | … | -36.63 | -27.40 | -43.80 | 122.22 | -50.00 | -35.25 |
| Sharpe Ratio | NA | -0.42 | -0.51 | -0.32 | NA | NA | NA | … | … | -0.42 | -1.76 | -0.44 | 1.18 | -1.52 | -1.86 |
| Standard Deviation(%) | NA | 89.38 | 76.73 | 76.57 | NA | NA | NA | … | … | 92.46 | 22.44 | 99.74 | 102.32 | 33.69 | 30.38 |
| Draw Down(%) | NA | 51.28 | 77.43 | 87.03 | NA | NA | NA | … | … | 51.28 | 27.40 | 69.60 | 42.53 | 57.55 | 38.46 |
| Yield(%) | 0.00 | 15.83 | 94,378.37 | 116,445.76 | 46,998.19 | 31,332.13 | 23,499.10 | … | … | 15.83 | 386,486.48 | 65,685.80 | 355,657.33 | 87,050.32 | 93,075.83 |
Data as of 12/16/2022, Common starting date is 06/20/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KBBTF (Kubota Pharmaceutical Holdings Co. Ltd) |
-34.33%
Mar 2019 – Mar 2022 |
-18.73%
Aug 2017 – Aug 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KBBTF (Kubota Pharmaceutical Holdings Co. Ltd) |
-7.17%
Dec 2018 – Dec 2021 |
-18.64%
Jul 2017 – Jul 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart