Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
AMLLF (AEON Mall Co. Ltd) NA -11.79% nan% 27.20% nan% NA NA
Data as of 03/19/2024, Common starting date is 06/19/2012
More Performance Analytics Comparison
Name Start Date End Date
AMLLF (AEON Mall Co. Ltd) 06/19/2012 03/19/2024
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Annualized Return (%) 0.00 -11.79 nan 27.20 nan NA NA -1.24 -19.61 100.01 -217.38 -276.23 -374.86 -374.46 -24,014.40 8,211.23 383.77 103.32 7.09 38.98
Sharpe Ratio NA -0.41 NA NA NA NA NA NA -0.33 NA NA NA NA NA NA 21.92 3.13 1.29 0.35 2.71
Standard Deviation(%) NA 60.39 NA NA NA NA NA 0.00 62.83 NA NA NA NA NA NA 374.57 122.80 80.30 20.38 31.94
Draw Down(%) NA 9.99 238.32 306.35 754.72 NA NA 1.24 9.99 244.60 229.17 306.35 374.86 371.09 754.72 18.83 9.10 19.20 11.33 0.48
Yield(%) 0.00 0.00 192.31 137.69 83.14 86.83 65.12 0.00 0.00 360.23 193.77 145.39 138.26 138.11 212.54 143.27 110.28 76.54 0.89 0.73
Data as of 03/19/2024, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AMLLF (AEON Mall Co. Ltd) 49.20%
Sep 2020 – Sep 2023
91.52%
Aug 2018 – Aug 2023
373.47%
Jul 2012 – Jul 2022
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AMLLF (AEON Mall Co. Ltd) 4,790.15%
Feb 2015 – Feb 2018
1,348.30%
Jun 2013 – Jun 2018
373.47%
Jul 2012 – Jul 2022
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return