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
SRTTY (ZOZO Inc) -25.15% -45.01% -1.43% -9.12% NA NA NA
Data as of 06/12/2026, Common starting date is 02/22/2019
More Performance Analytics Comparison
Name Start Date End Date
SRTTY (ZOZO Inc) 02/22/2019 06/12/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019
Annualized Return (%) -9.60 -45.01 -1.43 -9.12 NA NA NA -25.15 -16.02 36.05 -4.75 -19.13 28.13 35.53 -0.27
Sharpe Ratio NA -0.40 -0.01 -0.17 NA NA NA -0.38 -0.20 0.79 -0.25 -0.40 0.53 0.41 -0.02
Standard Deviation(%) NA 93.52 71.12 62.84 NA NA NA 99.68 93.94 41.11 34.10 50.97 53.46 85.10 95.30
Draw Down(%) NA 49.80 58.33 58.33 NA NA NA 34.77 44.23 22.02 31.85 46.44 25.97 41.46 33.55
Yield(%) 0.00 0.97 2.87 1.62 1.74 1.16 0.87 0.00 2.58 3.16 2.41 1.43 1.71 1.66 0.00
Data as of 06/12/2026, Common starting date is 02/22/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SRTTY (ZOZO Inc) -13.12%
Apr 2021 – Apr 2024
-10.64%
May 2021 – May 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SRTTY (ZOZO Inc) 24.95%
Jun 2022 – Jun 2025
20.32%
Jan 2020 – Jan 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return