Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SETUF (Shin-Etsu Polymer Co.,Ltd.) | NA | 2.19% | 53.65% | 31.76% | 16.42% | 31.69% | NA | … | … |
Data as of 09/26/2025, Common starting date is 02/09/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SETUF (Shin-Etsu Polymer Co.,Ltd.) | 02/09/2010 | 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 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.19 | 53.65 | 31.76 | 16.42 | 31.69 | NA | … | … | 0.63 | 207.25 | 13.03 | 6.85 | 4.42 | 3.98 | 2.17 | 3.84 | 3.22 | 2.98 | 2.25 | 878.71 | 2.79 | -31.59 | -12.37 | 135.51 |
| Sharpe Ratio | NA | -0.34 | 0.81 | 0.61 | 0.44 | NA | NA | … | … | -0.96 | 1.90 | 1.33 | 1.15 | 1.43 | 1.35 | 0.33 | 0.92 | 1.15 | 1.31 | 1.41 | NA | 1.42 | -0.74 | -0.90 | 1.52 |
| Standard Deviation(%) | NA | 2.49 | 62.18 | 48.19 | 34.10 | NA | NA | … | … | 2.23 | 107.18 | 7.09 | 4.72 | 3.08 | 2.76 | 2.15 | 2.68 | 2.24 | 2.12 | 1.57 | NA | 1.94 | 42.77 | 13.71 | 105.21 |
| Draw Down(%) | NA | 1.01 | 1.01 | 1.01 | 1.01 | NA | NA | … | … | 1.01 | 0.90 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 412.84 | 0.00 | 31.59 | 16.86 | 17.04 |
| Yield(%) | 0.00 | 3.20 | 9.77 | 7.66 | 5.33 | 14.51 | 11.59 | … | … | 1.63 | 8.93 | 12.00 | 6.52 | 4.28 | 3.87 | 2.13 | 3.73 | 3.14 | 2.91 | 2.21 | 263.93 | 2.73 | 2.20 | 2.50 | 66.89 |
Data as of 09/26/2025, Common starting date is 02/09/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SETUF (Shin-Etsu Polymer Co.,Ltd.) |
-20.04%
Sep 2010 – Sep 2013 |
2.89%
Sep 2014 – Sep 2019 |
16.55%
Apr 2015 – Apr 2025 |
31.69%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SETUF (Shin-Etsu Polymer Co.,Ltd.) |
117.62%
Sep 2013 – Sep 2016 |
70.15%
Mar 2010 – Mar 2015 |
32.44%
Mar 2010 – Mar 2020 |
32.30%
Mar 2010 – Mar 2025 |
Annualized Rolling Returns Comparison Chart