Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KRUS (Kura Sushi USA, Inc.) | -15.15% | -43.28% | -19.18% | 3.59% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 08/02/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KRUS (Kura Sushi USA, Inc.) | 08/02/2019 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.57 | -43.28 | -19.18 | 3.59 | NA | NA | NA | … | … | -15.15 | -37.69 | 18.66 | 59.40 | -41.02 | 314.56 | -23.38 | 4.30 |
| Sharpe Ratio | NA | -0.66 | -0.33 | 0.02 | NA | NA | NA | … | … | -0.43 | -0.60 | 0.18 | 0.83 | -0.56 | 4.27 | -0.21 | 0.16 |
| Standard Deviation(%) | NA | 63.65 | 66.29 | 71.16 | NA | NA | NA | … | … | 70.28 | 68.83 | 68.34 | 66.88 | 76.02 | 73.75 | 114.69 | 60.71 |
| Draw Down(%) | NA | 55.47 | 65.44 | 65.44 | NA | NA | NA | … | … | 44.32 | 59.75 | 59.33 | 52.02 | 60.29 | 26.88 | 81.65 | 37.71 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 08/02/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KRUS (Kura Sushi USA, Inc.) |
-11.65%
May 2023 – May 2026 |
5.51%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KRUS (Kura Sushi USA, Inc.) |
112.37%
Jul 2020 – Jul 2023 |
53.22%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart