Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KMTUY (Komatsu Ltd) | 32.79% | 38.35% | 21.84% | 12.06% | 12.35% | 5.56% | NA | … | … |
Data as of 06/09/2026, Common starting date is 07/26/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KMTUY (Komatsu Ltd) | 07/26/2007 | 06/09/2026 |
| 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 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.40 | 38.35 | 21.84 | 12.06 | 12.35 | 5.56 | NA | … | … | 32.79 | 21.34 | 9.08 | 24.99 | -3.62 | -13.38 | 18.40 | 16.75 | -38.85 | 63.15 | 42.71 | -24.23 | 9.18 | -18.24 | 11.91 | -20.91 | 47.32 | 83.29 | -45.05 | -10.23 |
| Sharpe Ratio | NA | 0.97 | 0.59 | 0.27 | 0.36 | NA | NA | … | … | 1.75 | 0.63 | 0.20 | 0.86 | -0.17 | -0.48 | 0.48 | 0.54 | -1.20 | 2.76 | 1.38 | -0.93 | 0.44 | -0.57 | 0.37 | -0.57 | 1.68 | 1.96 | -0.67 | -0.57 |
| Standard Deviation(%) | NA | 36.55 | 31.03 | 29.97 | 30.23 | NA | NA | … | … | 45.13 | 29.28 | 27.89 | 25.16 | 29.85 | 27.88 | 37.36 | 28.56 | 33.76 | 22.79 | 30.73 | 26.15 | 20.59 | 31.87 | 32.30 | 37.05 | 28.12 | 42.46 | 68.01 | 43.68 |
| Draw Down(%) | NA | 25.52 | 25.52 | 36.27 | 61.99 | NA | NA | … | … | 25.52 | 18.56 | 23.26 | 24.07 | 30.56 | 27.45 | 41.65 | 20.30 | 47.77 | 11.51 | 13.57 | 33.56 | 10.26 | 32.34 | 37.56 | 45.19 | 22.57 | 30.04 | 74.24 | 28.21 |
| Yield(%) | 0.00 | 2.00 | 3.70 | 3.25 | 4.55 | 2.46 | 2.42 | … | … | 0.00 | 4.96 | 3.90 | 4.65 | 3.79 | 2.51 | 2.20 | 4.83 | 2.43 | 2.54 | 3.21 | 2.12 | 1.41 | 1.99 | 2.66 | 1.74 | 1.03 | 10.80 | 6.05 | 2.33 |
Data as of 06/09/2026, Common starting date is 07/26/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KMTUY (Komatsu Ltd) |
-15.46%
Jan 2013 – Jan 2016 |
-11.72%
Apr 2011 – Apr 2016 |
0.08%
Feb 2012 – Feb 2022 |
-0.02%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KMTUY (Komatsu Ltd) |
50.18%
Feb 2009 – Feb 2012 |
23.47%
Oct 2008 – Oct 2013 |
15.87%
Feb 2016 – Feb 2026 |
10.80%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart