Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SONY (Sony Group Corporation) | -14.49% | -13.82% | 5.29% | 2.37% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/05/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SONY (Sony Group Corporation) | 10/05/2020 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.48 | -13.82 | 5.29 | 2.37 | NA | NA | NA | … | … | -14.49 | 25.78 | 12.52 | 20.90 | -39.26 | 51.43 | 11.44 |
| Sharpe Ratio | NA | -0.56 | 0.07 | -0.01 | NA | NA | NA | … | … | -1.08 | 0.75 | 0.33 | 0.69 | -1.23 | 1.21 | 11.67 |
| Standard Deviation(%) | NA | 29.40 | 28.41 | 28.90 | NA | NA | NA | … | … | 30.54 | 30.57 | 27.35 | 25.18 | 33.24 | 35.27 | 27.49 |
| Draw Down(%) | NA | 35.10 | 35.10 | 50.56 | NA | NA | NA | … | … | 24.11 | 16.92 | 24.18 | 19.84 | 50.56 | 17.56 | 3.20 |
| Yield(%) | 0.00 | 0.32 | 0.36 | 0.42 | 0.28 | 0.19 | 0.14 | … | … | 0.00 | 0.74 | 0.69 | 0.73 | 0.42 | 0.25 | 0.00 |
Data as of 06/05/2026, Common starting date is 10/05/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SONY (Sony Group Corporation) |
-9.14%
Oct 2021 – Oct 2024 |
0.08%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SONY (Sony Group Corporation) |
31.84%
Sep 2022 – Sep 2025 |
2.18%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart