Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SURYY (Sumitomo Realty & Development Co. Ltd) | NA | 33.25% | NA | NA | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 10/21/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SURYY (Sumitomo Realty & Development Co. Ltd) | 10/21/2022 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 33.25 | NA | NA | NA | NA | NA | … | … | 33.25 | 44.95 | -0.60 | 1.21 |
| Sharpe Ratio | NA | 0.81 | NA | NA | NA | NA | NA | … | … | 1.04 | 0.67 | -0.18 | 0.06 |
| Standard Deviation(%) | NA | 37.16 | NA | NA | NA | NA | NA | … | … | 43.33 | 58.05 | 27.13 | 61.23 |
| Draw Down(%) | NA | 18.65 | NA | NA | NA | NA | NA | … | … | 18.65 | 32.95 | 18.56 | 16.55 |
| Yield(%) | 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 09/26/2025, Common starting date is 10/21/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SURYY (Sumitomo Realty & Development Co. Ltd) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SURYY (Sumitomo Realty & Development Co. Ltd) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart