Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TOKUF (Tokyu Corporation) | 0.00% | 28.92% | 0.53% | 17.08% | 7.18% | 9.78% | NA | … | … |
Data as of 06/08/2026, Common starting date is 02/17/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TOKUF (Tokyu Corporation) | 02/17/2009 | 06/08/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 28.92 | 0.53 | 17.08 | 7.18 | 9.78 | NA | … | … | 0.00 | 9.63 | -7.36 | -6.15 | -11.29 | 157.97 | -34.61 | 18.55 | 13.22 | -13.75 | 9.78 | 16.91 | -2.39 | 43.17 | 7.16 | 6.62 | 13.33 | 5.98 |
| Sharpe Ratio | NA | 1.20 | -0.16 | 0.34 | 0.17 | NA | NA | … | … | 0.00 | 0.15 | -1.18 | -1.00 | -0.99 | 1.90 | -1.13 | 1.29 | 0.67 | -1.39 | 0.78 | 1.16 | -0.10 | 1.04 | 0.49 | 0.21 | 0.43 | 0.02 |
| Standard Deviation(%) | NA | 21.82 | 17.57 | 43.41 | 32.24 | NA | NA | … | … | 0.00 | 35.44 | 10.76 | 9.93 | 12.86 | 83.00 | 30.83 | 13.19 | 17.62 | 10.44 | 12.30 | 14.61 | 24.47 | 41.41 | 14.60 | 31.38 | 30.93 | 322.75 |
| Draw Down(%) | NA | 0.00 | 24.91 | 30.04 | 35.03 | NA | NA | … | … | 0.00 | 8.90 | 8.57 | 11.03 | 12.03 | 3.53 | 35.03 | 2.14 | 5.49 | 14.22 | 3.43 | 0.00 | 15.58 | 13.09 | 12.87 | 17.35 | 12.38 | 88.89 |
| Yield(%) | 0.00 | 1.00 | 0.78 | 12.15 | 5.79 | 7.97 | 6.44 | … | … | 0.00 | 1.00 | 1.25 | 0.90 | 0.79 | 60.99 | 0.99 | 1.10 | 1.23 | 0.93 | 1.08 | 1.03 | 1.06 | 1.41 | 1.74 | 1.88 | 1.60 | 1.69 |
Data as of 06/08/2026, Common starting date is 02/17/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TOKUF (Tokyu Corporation) |
-9.79%
Jan 2022 – Jan 2025 |
-4.17%
Jun 2016 – Jun 2021 |
4.40%
Jan 2011 – Jan 2021 |
7.19%
Jun 2009 – Jun 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TOKUF (Tokyu Corporation) |
31.39%
Oct 2020 – Oct 2023 |
18.48%
May 2021 – May 2026 |
14.14%
Dec 2011 – Dec 2021 |
10.06%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart