Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
SOMMF (Sumitomo Chemical Company Limited) NA 27.03% -18.06% 11.61% 78.82% NA NA
Data as of 03/21/2025, Common starting date is 06/19/2012
More Performance Analytics Comparison
Name Start Date End Date
SOMMF (Sumitomo Chemical Company Limited) 06/19/2012 03/21/2025
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 27.03 -18.06 11.61 78.82 NA NA 27.61 -13.37 -24.54 -28.70 180.63 -15.08 -50.26 -14.67 917.88 855.35 559.92 -1,060.25 -275.11 -161.49
Sharpe Ratio NA 0.13 -0.28 NA NA NA NA NA -0.14 -0.35 -1.01 NA NA NA NA NA NA 4.76 NA NA NA
Standard Deviation(%) NA 179.93 80.83 NA NA NA NA 0.00 143.52 81.26 30.73 NA NA NA NA NA NA 117.68 NA NA NA
Draw Down(%) NA 4.12 10.15 236.08 4,364.97 NA NA 0.00 9.70 7.77 7.84 285.71 236.08 179.12 212.63 620.93 923.08 0.95 269.92 249.65 161.49
Yield(%) 0.00 1.85 1.49 156.36 238.10 216.00 162.00 0.00 1.72 0.00 4.02 410.26 271.98 434.78 337.19 395.35 220.34 126.90 225.56 200.00 150.31
Data as of 03/21/2025, 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
SOMMF (Sumitomo Chemical Company Limited) -34.15%
Oct 2017 – Oct 2020
-12.63%
Feb 2019 – Feb 2024
77.05%
Dec 2014 – Dec 2024
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SOMMF (Sumitomo Chemical Company Limited) 831.32%
Oct 2014 – Oct 2017
556.72%
Oct 2012 – Oct 2017
149.82%
Sep 2012 – Sep 2022
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return