Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MIUFY (Mitsubishi UFJ Lease & Finance Co Ltd ADR) | NA | 17.67% | 19.95% | 13.25% | 8.36% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MIUFY (Mitsubishi UFJ Lease & Finance Co Ltd ADR) | 06/19/2012 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 17.67 | 19.95 | 13.25 | 8.36 | NA | NA | … | … | 32.63 | -7.14 | 37.61 | 4.09 | 7.16 | -2.93 | 22.36 | -22.11 | 27.87 | -6.48 | 10.27 | -18.72 | -85.17 | 10.63 |
| Sharpe Ratio | NA | 0.25 | 0.26 | 0.22 | 0.16 | NA | NA | … | … | 0.85 | -0.23 | 0.41 | 0.08 | 0.20 | -0.05 | 1.69 | -0.88 | 1.97 | -0.40 | 0.70 | -0.72 | -0.40 | 1.71 |
| Standard Deviation(%) | NA | 59.38 | 63.34 | 53.58 | 43.45 | NA | NA | … | … | 51.55 | 47.83 | 84.49 | 31.44 | 35.00 | 63.26 | 12.38 | 26.86 | 13.89 | 16.68 | 14.59 | 26.18 | 210.46 | 12.27 |
| Draw Down(%) | NA | 19.19 | 21.72 | 27.08 | 35.27 | NA | NA | … | … | 16.23 | 19.19 | 21.72 | 15.63 | 20.05 | 35.27 | 3.18 | 31.18 | 0.87 | 19.21 | 8.68 | 20.94 | 88.10 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 1.57 | 2.87 | 3.13 | 0.38 | 0.28 | … | … | 0.00 | 0.00 | 2.90 | 4.61 | 4.79 | 4.59 | 5.45 | 3.03 | 2.69 | 2.33 | 0.88 | 0.76 | 0.08 | 1.26 |
Data as of 09/26/2025, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIUFY (Mitsubishi UFJ Lease & Finance Co Ltd ADR) |
-52.12%
Feb 2013 – Feb 2016 |
-32.49%
Jul 2012 – Jul 2017 |
-17.77%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIUFY (Mitsubishi UFJ Lease & Finance Co Ltd ADR) |
19.95%
Aug 2022 – Aug 2025 |
15.88%
Aug 2020 – Aug 2025 |
8.46%
Aug 2015 – Aug 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart