Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KTWIF (Kurita Water Industries Ltd) | 28.91% | 40.26% | 11.30% | 130.15% | 64.34% | 37.89% | NA | … | … |
Data as of 06/10/2026, Common starting date is 07/19/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KTWIF (Kurita Water Industries Ltd) | 07/19/2007 | 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 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.49 | 40.26 | 11.30 | 130.15 | 64.34 | 37.89 | NA | … | … | 28.91 | 27.08 | -11.65 | -3.44 | 1,397.96 | 265.83 | 39.56 | 23.02 | -26.83 | 57.02 | 5.38 | 1.26 | 3.10 | -3.47 | -10.80 | -18.65 | 2.13 | 16.42 | -9.32 | -4.78 |
| Sharpe Ratio | NA | 1.03 | 0.23 | 0.92 | 0.63 | NA | NA | … | … | 2.52 | 0.64 | -0.44 | -0.20 | 4.97 | 2.27 | 0.88 | 1.32 | -1.22 | 3.41 | 0.28 | 0.04 | 0.21 | -0.16 | -0.56 | -0.73 | 0.09 | 0.45 | -0.17 | -0.28 |
| Standard Deviation(%) | NA | 40.05 | 37.23 | 140.66 | 101.04 | NA | NA | … | … | 37.22 | 37.96 | 34.54 | 35.63 | 284.54 | 116.93 | 44.34 | 16.36 | 23.26 | 16.62 | 18.22 | 30.25 | 14.81 | 21.86 | 19.62 | 25.67 | 22.68 | 36.43 | 62.00 | 46.42 |
| Draw Down(%) | NA | 21.67 | 28.13 | 35.64 | 38.71 | NA | NA | … | … | 11.52 | 21.67 | 23.14 | 35.64 | 23.70 | 14.16 | 37.01 | 9.60 | 29.01 | 6.89 | 12.00 | 19.34 | 14.73 | 12.92 | 21.37 | 22.50 | 21.69 | 36.67 | 55.55 | 21.48 |
| Yield(%) | 0.00 | 2.01 | 2.08 | 32.70 | 34.29 | 18.35 | 12.83 | … | … | 0.94 | 1.87 | 2.33 | 2.17 | 79.73 | 93.08 | 2.07 | 2.24 | 1.46 | 2.16 | 2.23 | 1.88 | 2.09 | 2.03 | 2.05 | 1.57 | 1.42 | 1.33 | 1.10 | 0.41 |
Data as of 06/10/2026, Common starting date is 07/19/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KTWIF (Kurita Water Industries Ltd) |
-13.35%
Sep 2009 – Sep 2012 |
-9.61%
Apr 2008 – Apr 2013 |
-1.06%
Jun 2009 – Jun 2019 |
33.06%
Jun 2008 – Jun 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KTWIF (Kurita Water Industries Ltd) |
374.60%
Mar 2020 – Mar 2023 |
150.12%
Jun 2019 – Jun 2024 |
64.25%
May 2016 – May 2026 |
39.16%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart