Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MTSUY (Mitsubishi Corporation) | 31.02% | 53.14% | 37.38% | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 04/17/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MTSUY (Mitsubishi Corporation) | 04/17/2023 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.34 | 53.14 | 37.38 | NA | NA | NA | NA | … | … | 31.02 | 43.79 | 213.75 | 28.51 |
| Sharpe Ratio | NA | 1.67 | 0.10 | NA | NA | NA | NA | … | … | 2.38 | 1.37 | 1.65 | 0.05 |
| Standard Deviation(%) | NA | 28.89 | 348.32 | NA | NA | NA | NA | … | … | 35.80 | 30.08 | 127.63 | 759.75 |
| Draw Down(%) | NA | 20.29 | 69.97 | NA | NA | NA | NA | … | … | 20.29 | 11.79 | 32.42 | 69.97 |
| Yield(%) | 0.00 | 1.62 | 1.00 | 1.76 | 0.88 | 0.59 | 0.44 | … | … | 0.00 | 4.03 | 1.15 | 5.60 |
Data as of 06/09/2026, Common starting date is 04/17/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTSUY (Mitsubishi Corporation) |
40.05%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTSUY (Mitsubishi Corporation) |
40.05%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
