Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TKFOY (Tokyu Fudosan Holdings Corp ADR) | NA | 4.01% | 10.11% | 10.81% | 2.35% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 11/10/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TKFOY (Tokyu Fudosan Holdings Corp ADR) | 11/10/2014 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.01 | 10.11 | 10.81 | 2.35 | NA | NA | … | … | 2.16 | 3.53 | 24.64 | -3.15 | 26.69 | -31.70 | 4.44 | 21.87 | 2.15 | -12.20 | -13.77 | 9.37 |
| Sharpe Ratio | NA | 0.34 | 0.93 | 0.56 | 0.04 | NA | NA | … | … | -0.02 | -0.04 | 1.77 | -0.18 | 1.28 | -0.74 | 0.11 | 0.72 | 1.00 | -0.70 | -1.22 | 3.27 |
| Standard Deviation(%) | NA | 2.80 | 7.18 | 16.03 | 22.17 | NA | NA | … | … | 2.50 | 2.45 | 11.94 | 26.11 | 20.91 | 42.86 | 25.95 | 28.50 | 1.51 | 17.69 | 11.35 | 27.66 |
| Draw Down(%) | NA | 0.00 | 0.00 | 20.49 | 42.39 | NA | NA | … | … | 0.00 | 0.00 | 0.00 | 20.49 | 0.00 | 41.51 | 18.54 | 9.41 | 0.00 | 22.08 | 14.36 | 1.24 |
| Yield(%) | 0.00 | 3.89 | 3.88 | 4.10 | 2.37 | 1.48 | 1.11 | … | … | 2.11 | 3.44 | 3.71 | 2.35 | 3.15 | 2.22 | 2.21 | 2.40 | 2.14 | 1.85 | 0.59 | 0.00 |
Data as of 09/26/2025, Common starting date is 11/10/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TKFOY (Tokyu Fudosan Holdings Corp ADR) |
-12.26%
Jan 2018 – Jan 2021 |
-7.43%
Jul 2015 – Jul 2020 |
0.63%
Dec 2014 – Dec 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TKFOY (Tokyu Fudosan Holdings Corp ADR) |
20.27%
Aug 2020 – Aug 2023 |
13.32%
Jul 2020 – Jul 2025 |
2.42%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart