Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KOBNF (Kobe Bussan Co. Ltd.) | NA | 5.78% | 9.14% | NA | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 05/10/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KOBNF (Kobe Bussan Co. Ltd.) | 05/10/2022 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.78 | 9.14 | NA | NA | NA | NA | … | … | 4.64 | 22.66 | 0.66 | 6.72 |
| Sharpe Ratio | NA | 0.59 | 0.50 | NA | NA | NA | NA | … | … | 0.63 | 0.98 | -4.57 | 1.45 |
| Standard Deviation(%) | NA | 4.61 | 11.51 | NA | NA | NA | NA | … | … | 5.30 | 19.35 | 0.66 | 5.93 |
| Draw Down(%) | NA | 0.00 | 0.00 | NA | NA | NA | NA | … | … | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 1.08 | 0.84 | 0.54 | 0.27 | 0.18 | 0.13 | … | … | 0.00 | 1.31 | 0.59 | 0.66 |
Data as of 09/26/2025, Common starting date is 05/10/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KOBNF (Kobe Bussan Co. Ltd.) |
7.51%
Jun 2022 – Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KOBNF (Kobe Bussan Co. Ltd.) |
9.14%
Jul 2022 – Jul 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart