Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMFRF (Sumitomo Forestry Company. Ltd. ) | NA | -65.16% | -77.60% | -11.41% | NA | NA | NA | … | … |
Data as of 02/28/2024, Common starting date is 12/31/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMFRF (Sumitomo Forestry Company. Ltd. ) | 12/31/2015 | 02/28/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.87 | -65.16 | -77.60 | -11.41 | NA | NA | NA | … | … | 25.07 | -72.14 | -88.94 | -70.83 | 903.44 | 384.00 | -322.92 | -322.92 | -8,742.86 | 0.00 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | 3.64 | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | 83.97 | NA | NA | NA | NA | NA | NA | NA | NA | 0.00 |
| Draw Down(%) | NA | 153.91 | 164.71 | 320.00 | NA | NA | NA | … | … | 0.00 | 143.10 | 132.57 | 164.71 | 320.00 | 320.00 | 322.92 | 320.00 | 1,200.00 | 0.00 |
| Yield(%) | 0.00 | 799.30 | 802.83 | 620.23 | 359.11 | 239.40 | 179.55 | … | … | 0.00 | 799.30 | 911.64 | 584.22 | 401.75 | 290.91 | 146.76 | 146.76 | 196.36 | 0.00 |
Data as of 02/28/2024, Common starting date is 12/31/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMFRF (Sumitomo Forestry Company. Ltd. ) |
-79.21%
Dec 2020 – Dec 2023 |
-15.28%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMFRF (Sumitomo Forestry Company. Ltd. ) |
393.59%
Mar 2016 – Mar 2019 |
343.60%
Jun 2016 – Jun 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart