Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TOELY (Tokyo Electron Ltd PK) | 70.45% | 127.88% | 41.05% | 23.37% | 33.12% | 23.60% | NA | … | … |
Data as of 06/09/2026, Common starting date is 01/06/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TOELY (Tokyo Electron Ltd PK) | 01/06/2010 | 06/09/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 10.00 | 127.88 | 41.05 | 23.37 | 33.12 | 23.60 | NA | … | … | 70.45 | 45.32 | -15.03 | 85.37 | -46.94 | 58.83 | 78.24 | 94.00 | -38.01 | 90.96 | 57.65 | -20.91 | 37.96 | 21.42 | -9.50 | -19.69 | -4.31 |
| Sharpe Ratio | NA | 2.18 | 0.71 | 0.36 | 0.71 | NA | NA | … | … | 3.46 | 0.90 | -0.42 | 1.19 | -1.16 | 1.74 | 1.86 | 2.89 | -1.17 | 3.34 | 1.98 | -0.57 | 1.49 | 0.54 | -0.27 | -0.56 | -0.14 |
| Standard Deviation(%) | NA | 54.18 | 48.30 | 51.73 | 43.56 | NA | NA | … | … | 58.33 | 48.30 | 51.26 | 68.87 | 41.73 | 33.77 | 41.75 | 31.99 | 33.66 | 27.23 | 29.01 | 36.53 | 25.46 | 39.36 | 35.76 | 35.13 | 31.90 |
| Draw Down(%) | NA | 30.30 | 54.71 | 57.97 | 57.97 | NA | NA | … | … | 23.31 | 31.42 | 48.29 | 37.52 | 57.97 | 20.98 | 36.65 | 19.29 | 48.71 | 14.94 | 18.17 | 39.79 | 19.82 | 30.18 | 31.26 | 37.38 | 33.85 |
| Yield(%) | 0.00 | 0.00 | 0.25 | 1.22 | 5.61 | 5.14 | 3.18 | … | … | 0.00 | 0.00 | 0.00 | 2.74 | 2.11 | 3.11 | 4.48 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/09/2026, Common starting date is 01/06/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TOELY (Tokyo Electron Ltd PK) |
-13.47%
Mar 2010 – Mar 2013 |
-3.73%
Apr 2010 – Apr 2015 |
11.23%
Mar 2010 – Mar 2020 |
13.88%
Mar 2010 – Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TOELY (Tokyo Electron Ltd PK) |
76.43%
Dec 2018 – Dec 2021 |
48.04%
Apr 2016 – Apr 2021 |
31.89%
Feb 2016 – Feb 2026 |
22.35%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart