Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KTWIY (Kurita Water Industries Ltd) | 19.07% | 35.19% | 7.86% | 3.77% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 03/16/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KTWIY (Kurita Water Industries Ltd) | 03/16/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.27 | 35.19 | 7.86 | 3.77 | NA | NA | NA | … | … | 19.07 | 21.32 | -10.55 | -1.86 | -11.03 | 20.54 | 90.11 |
| Sharpe Ratio | NA | 0.11 | 0.03 | 0.02 | NA | NA | NA | … | … | 0.14 | 0.33 | -0.34 | -0.17 | -0.29 | 0.81 | 3.73 |
| Standard Deviation(%) | NA | 460.03 | 267.78 | 209.05 | NA | NA | NA | … | … | 704.06 | 55.76 | 42.24 | 32.54 | 43.10 | 25.28 | 32.90 |
| Draw Down(%) | NA | 96.85 | 96.85 | 96.85 | NA | NA | NA | … | … | 96.85 | 26.71 | 24.47 | 36.78 | 31.06 | 16.33 | 6.88 |
| Yield(%) | 0.00 | 0.99 | 1.26 | 1.22 | 1.71 | 1.14 | 0.86 | … | … | 0.00 | 1.93 | 1.45 | 1.37 | 1.17 | 1.61 | 2.85 |
Data as of 06/10/2026, Common starting date is 03/16/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KTWIY (Kurita Water Industries Ltd) |
-8.05%
Oct 2021 – Oct 2024 |
1.89%
Sep 2020 – Sep 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KTWIY (Kurita Water Industries Ltd) |
16.89%
May 2020 – May 2023 |
8.43%
Jun 2020 – Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart