Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TOKSF (Tokyo Steel Manufacturing Co., Ltd.) | NA | -10.60% | 22.42% | 13.72% | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 05/10/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TOKSF (Tokyo Steel Manufacturing Co., Ltd.) | 05/10/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -10.60 | 22.42 | 13.72 | NA | NA | NA | … | … | -11.83 | 93.39 | 7.59 | 0.90 | 1.82 | 1.82 | -875.00 | 0.00 | 416.67 | 463.05 |
| Sharpe Ratio | NA | -0.72 | 0.54 | 0.43 | NA | NA | NA | … | … | -0.85 | 1.57 | 0.93 | -0.58 | 1.41 | 1.23 | NA | 0.00 | 2.55 | 6.59 |
| Standard Deviation(%) | NA | 19.00 | 34.94 | 27.07 | NA | NA | NA | … | … | 22.13 | 57.11 | 4.26 | 0.90 | 1.27 | 1.27 | NA | NA | 164.55 | 204.41 |
| Draw Down(%) | NA | 15.61 | 0.00 | 0.00 | NA | NA | NA | … | … | 16.77 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 875.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 2.76 | 5.00 | 3.72 | 32.00 | 21.34 | 16.00 | … | … | 1.38 | 5.22 | 7.23 | 0.90 | 1.79 | 1.79 | 112.90 | 0.00 | 80.65 | 87.88 |
Data as of 09/26/2025, Common starting date is 05/10/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TOKSF (Tokyo Steel Manufacturing Co., Ltd.) |
1.51%
Sep 2019 – Sep 2022 |
12.79%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TOKSF (Tokyo Steel Manufacturing Co., Ltd.) |
207.55%
Jun 2016 – Jun 2019 |
16.83%
Sep 2019 – Sep 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart