Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MHVYF (Mitsubishi Heavy Industries Ltd.) | -10.72% | -5.79% | 75.65% | nan% | nan% | nan% | NA | … | … |
Data as of 06/10/2026, Common starting date is 06/09/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MHVYF (Mitsubishi Heavy Industries Ltd.) | 06/09/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.63 | -5.79 | 75.65 | nan | nan | nan | NA | … | … | -10.72 | 75.24 | 146.00 | 70.19 | -639.40 | -20.60 | -19.42 | 10.08 | -0.46 | -18.47 | 10.73 | -22.65 | -5.85 | 35.73 | 13.87 | 7.23 | 8.80 |
| Sharpe Ratio | NA | -0.10 | 0.41 | NA | NA | NA | NA | … | … | -0.36 | 1.48 | 0.43 | 1.99 | NA | -0.79 | -0.44 | 0.43 | -0.09 | -0.86 | 0.30 | -0.85 | -0.22 | 0.89 | 0.53 | 0.15 | 0.56 |
| Standard Deviation(%) | NA | 42.65 | 195.58 | NA | NA | NA | NA | … | … | 44.11 | 49.20 | 332.53 | 33.77 | NA | 26.24 | 44.72 | 20.04 | 19.45 | 22.36 | 34.89 | 26.82 | 26.56 | 39.96 | 26.38 | 48.27 | 28.34 |
| Draw Down(%) | NA | 3.53 | 76.97 | 3,736.57 | 3,045.38 | NA | NA | … | … | 4.17 | 3.66 | 84.75 | 5.45 | 482.59 | 30.54 | 45.62 | 19.01 | 12.29 | 22.21 | 24.78 | 33.22 | 23.77 | 26.48 | 22.94 | 27.45 | 12.56 |
| Yield(%) | 0.00 | 0.35 | 5.16 | 33.72 | 14.58 | 8.73 | 8.84 | … | … | 0.00 | 1.23 | 1.05 | 17.35 | 197.70 | 3.62 | 1.79 | 3.55 | 3.05 | 1.27 | 2.56 | 1.62 | 1.39 | 2.03 | 1.83 | 1.72 | 0.67 |
Data as of 06/10/2026, Common starting date is 06/09/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MHVYF (Mitsubishi Heavy Industries Ltd.) |
-17.85%
Apr 2013 – Apr 2016 |
-14.19%
Oct 2015 – Oct 2020 |
-3.78%
Nov 2011 – Nov 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MHVYF (Mitsubishi Heavy Industries Ltd.) |
118.02%
Oct 2022 – Oct 2025 |
10.12%
Jul 2010 – Jul 2015 |
-0.38%
Dec 2010 – Dec 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart