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
SSMXY (Sysmex Corp) -5.85% -43.61% -36.28% -28.91% -13.02% NA NA
Data as of 06/05/2026, Common starting date is 10/18/2011
More Performance Analytics Comparison
Name Start Date End Date
SSMXY (Sysmex Corp) 10/18/2011 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 2019 2018 2017 2016 2015 2014 2013 2012 2011
Annualized Return (%) 5.28 -43.61 -36.28 -28.91 -13.02 NA NA -5.85 -46.23 -33.43 -7.65 -55.64 12.67 76.91 43.34 -39.87 36.03 -10.22 44.52 50.56 29.09 32.56 2.06
Sharpe Ratio NA -1.25 -1.02 -0.78 -0.42 NA NA -0.41 -1.59 -0.82 -0.40 -1.22 0.40 2.08 1.33 -1.26 1.64 -0.28 1.44 1.76 0.94 1.15 3.23
Standard Deviation(%) NA 37.07 38.66 39.29 35.28 NA NA 38.43 31.33 48.82 30.06 47.02 31.76 36.69 31.59 32.74 21.67 37.29 30.88 28.76 30.92 28.60 3.27
Draw Down(%) NA 53.49 77.55 88.06 88.06 NA NA 20.39 53.19 48.88 38.65 62.16 25.80 24.15 18.88 54.51 15.09 33.80 26.93 14.24 17.95 12.14 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 06/05/2026, Common starting date is 10/18/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SSMXY (Sysmex Corp) -35.73%
Mar 2023 – Mar 2026
-30.65%
Mar 2021 – Mar 2026
-13.28%
May 2016 – May 2026
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SSMXY (Sysmex Corp) 50.67%
Mar 2012 – Mar 2015
30.20%
Mar 2012 – Mar 2017
22.82%
Dec 2011 – Dec 2021
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return