Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SRXXD (SPARX Group Co. Ltd) | NA | 271.58% | 63.35% | 33.02% | -16.68% | -21.08% | NA | … | … |
Data as of 12/08/2022, Common starting date is 11/28/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SRXXD (SPARX Group Co. Ltd) | 11/28/2007 | 12/08/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 271.58 | 63.35 | 33.02 | -16.68 | -21.08 | NA | … | … | 271.58 | 43.30 | -16.02 | 20.31 | -27.55 | 27.40 | -13.69 | 34.64 | -99.27 | 282.22 | -0.62 | -46.80 | 7.30 | -28.93 | -66.04 | 0.00 |
| Sharpe Ratio | NA | 1.76 | 0.67 | 0.42 | -0.10 | NA | NA | … | … | 1.92 | 1.08 | -0.42 | 1.12 | -0.68 | 0.72 | -0.43 | 0.80 | -0.20 | 2.50 | -0.01 | -1.35 | 0.16 | -0.09 | -0.25 | NA |
| Standard Deviation(%) | NA | 153.36 | 94.06 | 75.81 | 167.77 | NA | NA | … | … | 158.48 | 39.90 | 38.42 | 16.90 | 42.45 | 37.45 | 32.27 | 43.11 | 485.21 | 112.82 | 57.38 | 34.79 | 46.34 | 307.54 | 265.44 | 0.00 |
| Draw Down(%) | NA | 34.17 | 40.58 | 53.16 | 99.54 | NA | NA | … | … | 34.17 | 10.71 | 29.44 | 4.69 | 44.83 | 20.67 | 30.29 | 19.93 | 99.27 | 30.99 | 35.90 | 55.23 | 26.03 | 62.89 | 66.04 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 12/08/2022, Common starting date is 11/28/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRXXD (SPARX Group Co. Ltd) |
-82.51%
May 2013 – May 2016 |
-62.59%
May 2013 – May 2018 |
-41.03%
Apr 2009 – Apr 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRXXD (SPARX Group Co. Ltd) |
65.31%
Oct 2019 – Oct 2022 |
35.56%
Oct 2017 – Oct 2022 |
-16.64%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart