Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MARUF (Marubeni Corporation) | 6.11% | 51.81% | 27.76% | 32.15% | 23.80% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 08/29/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MARUF (Marubeni Corporation) | 08/29/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.78 | 51.81 | 27.76 | 32.15 | 23.80 | NA | NA | … | … | 6.11 | 100.32 | -1.31 | 44.14 | 26.18 | 50.36 | -9.94 | 4.71 | 26.86 | 14.58 | 18.59 | -11.47 | -17.88 | 12.37 | 4.05 |
| Sharpe Ratio | NA | 1.05 | 0.64 | 0.75 | 0.55 | NA | NA | … | … | 0.40 | 2.01 | -0.10 | 1.33 | 0.83 | 1.63 | -0.23 | 0.05 | 1.20 | 0.98 | 0.69 | -0.64 | -0.69 | 0.26 | 0.62 |
| Standard Deviation(%) | NA | 52.28 | 48.32 | 41.87 | 40.83 | NA | NA | … | … | 58.53 | 48.87 | 51.04 | 30.70 | 29.83 | 30.80 | 44.91 | 67.16 | 21.30 | 14.20 | 26.71 | 17.92 | 25.91 | 47.65 | 20.49 |
| Draw Down(%) | NA | 29.45 | 29.45 | 29.45 | 43.25 | NA | NA | … | … | 29.45 | 18.01 | 28.20 | 20.69 | 26.83 | 16.59 | 36.27 | 43.25 | 1.28 | 4.53 | 14.00 | 16.46 | 19.30 | 36.36 | 8.96 |
| Yield(%) | 0.00 | 1.74 | 4.89 | 7.10 | 8.44 | 5.47 | 4.10 | … | … | 0.00 | 6.40 | 5.50 | 6.73 | 4.98 | 4.67 | 3.04 | 4.03 | 4.91 | 3.68 | 3.60 | 3.42 | 3.48 | 3.82 | 2.24 |
Data as of 06/10/2026, Common starting date is 08/29/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MARUF (Marubeni Corporation) |
-12.01%
Oct 2013 – Oct 2016 |
-5.42%
Mar 2014 – Mar 2019 |
7.65%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MARUF (Marubeni Corporation) |
60.69%
Jul 2020 – Jul 2023 |
45.78%
Feb 2021 – Feb 2026 |
30.26%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart