Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TAK (Takeda Pharmaceutical Company Limited) | 0.06% | 6.41% | 2.76% | 2.32% | 1.31% | 1.74% | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/05/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TAK (Takeda Pharmaceutical Company Limited) | 01/05/2010 | 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 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.26 | 6.41 | 2.76 | 2.32 | 1.31 | 1.74 | NA | … | … | 0.06 | 18.20 | -7.01 | -8.53 | 14.45 | -25.11 | -7.75 | 17.30 | -40.88 | 36.91 | -16.98 | 20.68 | -9.90 | 3.69 | 0.68 | -9.45 | 13.94 | 0.00 | 26.49 | 37.21 | -43.79 | 71.91 | -4.30 | 19.23 | -91.31 | -3.33 | 0.00 |
| Sharpe Ratio | NA | 0.18 | -0.03 | 0.00 | -0.01 | NA | NA | … | … | -0.11 | 0.76 | -0.80 | -0.72 | 0.64 | -1.12 | -0.23 | -0.23 | -2.08 | 1.12 | -2.34 | 0.11 | -1.96 | -0.64 | -1.11 | -1.34 | -0.25 | -0.02 | 0.01 | 0.01 | -0.05 | 0.06 | -0.02 | 0.00 | -0.07 | -0.18 | -0.15 |
| Standard Deviation(%) | NA | 20.69 | 19.27 | 19.68 | 23.19 | NA | NA | … | … | 22.32 | 20.68 | 17.20 | 17.92 | 20.38 | 22.41 | 34.27 | 25.39 | 30.01 | 15.88 | 21.76 | 20.08 | 14.48 | 23.34 | 16.27 | 20.94 | 19.10 | 1,036.27 | 1,368.17 | 1,643.30 | 1,470.82 | 894.43 | 1,286.23 | 1,774.04 | 1,664.81 | 142.32 | 176.07 |
| Draw Down(%) | NA | 20.05 | 20.05 | 23.79 | 52.77 | NA | NA | … | … | 20.05 | 14.76 | 16.22 | 21.92 | 19.09 | 33.82 | 35.89 | 24.95 | 49.12 | 5.57 | 21.07 | 21.31 | 14.77 | 21.37 | 11.49 | 21.22 | 13.68 | 80.00 | 93.15 | 93.17 | 90.60 | 80.41 | 91.08 | 92.20 | 92.09 | 30.00 | 32.50 |
| Yield(%) | 0.00 | 2.15 | 3.35 | 3.38 | 3.94 | 3.87 | 3.66 | … | … | 0.00 | 4.99 | 4.42 | 3.99 | 4.18 | 4.14 | 3.51 | 5.80 | 4.91 | 7.03 | 5.83 | 6.47 | 2.90 | 3.91 | 4.74 | 4.09 | 6.91 | 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 01/05/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TAK (Takeda Pharmaceutical Company Limited) |
-14.21%
Oct 2017 – Oct 2020 |
-10.01%
Oct 2017 – Oct 2022 |
-1.34%
Jan 2015 – Jan 2025 |
0.79%
Oct 2010 – Oct 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TAK (Takeda Pharmaceutical Company Limited) |
17.75%
Dec 2014 – Dec 2017 |
10.22%
Dec 2012 – Dec 2017 |
4.74%
May 2010 – May 2020 |
2.96%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison Chart