Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OSKXF (Osaka Steel Co., Ltd.) | NA | 4.42% | 2.68% | -5.57% | 33.64% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 05/10/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OSKXF (Osaka Steel Co., Ltd.) | 05/10/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.42 | 2.68 | -5.57 | 33.64 | NA | NA | … | … | 2.45 | 2.84 | 2.18 | -30.26 | 0.00 | 0.00 | 1.05 | 2.39 | -664.59 | -514.30 | -1,980.55 | 363.62 | 115.44 |
| Sharpe Ratio | NA | 0.62 | -0.47 | -0.46 | NA | NA | NA | … | … | 0.17 | -0.48 | -1.17 | -0.85 | 0.00 | 0.00 | -0.41 | 0.60 | NA | NA | NA | 2.82 | 2.31 |
| Standard Deviation(%) | NA | 2.22 | 1.59 | 16.86 | NA | NA | NA | … | … | 2.04 | 1.64 | 1.27 | 37.61 | NA | NA | 1.04 | 1.68 | NA | NA | NA | 129.14 | 99.53 |
| Draw Down(%) | NA | 0.00 | 0.00 | 31.28 | 684.12 | NA | NA | … | … | 0.00 | 0.00 | 0.00 | 31.28 | 0.00 | 0.00 | 0.00 | 0.00 | 664.59 | 165.56 | 1,980.55 | 3.79 | 2.93 |
| Yield(%) | 0.00 | 4.35 | 2.64 | 1.22 | 54.89 | 46.76 | 35.07 | … | … | 2.40 | 2.83 | 2.15 | 1.01 | 0.00 | 0.00 | 1.04 | 2.34 | 118.59 | 336.70 | 199.89 | 96.15 | 53.33 |
Data as of 09/26/2025, Common starting date is 05/10/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OSKXF (Osaka Steel Co., Ltd.) |
-11.48%
Mar 2019 – Mar 2022 |
-6.40%
Mar 2018 – Mar 2023 |
57.19%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OSKXF (Osaka Steel Co., Ltd.) |
612.18%
Sep 2013 – Sep 2016 |
173.46%
Aug 2015 – Aug 2020 |
60.69%
Aug 2015 – Aug 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart