Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BSEFY (Benesse Holdings Inc) | NA | 20.28% | -8.74% | -8.21% | -6.05% | -5.12% | NA | … | … |
Data as of 09/06/2024, Common starting date is 02/03/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BSEFY (Benesse Holdings Inc) | 02/03/2009 | 09/06/2024 |
| 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 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 20.28 | -8.74 | -8.21 | -6.05 | -5.12 | NA | … | … | -18.34 | 25.44 | -20.55 | 2.67 | -25.99 | 10.24 | -29.74 | 33.53 | -0.69 | -1.43 | -24.38 | -1.51 | 2.92 | -4.57 | 4.65 | -5.14 |
| Sharpe Ratio | NA | 0.52 | -0.38 | -0.26 | -0.22 | NA | NA | … | … | -1.22 | 0.59 | -0.63 | 0.06 | -0.53 | 0.32 | -1.03 | 1.48 | -0.03 | -0.05 | -1.07 | -0.14 | 1.42 | -0.58 | 0.52 | -0.15 |
| Standard Deviation(%) | NA | 31.71 | 33.53 | 37.93 | 33.52 | NA | NA | … | … | 24.15 | 36.13 | 34.80 | 41.74 | 49.75 | 27.95 | 30.12 | 22.39 | 30.52 | 28.76 | 22.87 | 11.13 | 2.04 | 7.91 | 8.77 | 37.53 |
| Draw Down(%) | NA | 20.02 | 48.42 | 58.10 | 66.12 | NA | NA | … | … | 20.02 | 22.61 | 33.21 | 22.77 | 35.70 | 20.88 | 37.00 | 12.85 | 29.60 | 27.25 | 33.20 | 9.87 | 0.00 | 7.34 | 4.61 | 27.03 |
| Yield(%) | 0.00 | 1.60 | 1.64 | 1.53 | 1.44 | 1.49 | 1.12 | … | … | 0.00 | 2.67 | 2.07 | 2.34 | 1.76 | 1.87 | 1.82 | 3.07 | 3.06 | 1.30 | 1.14 | 2.31 | 2.86 | 2.70 | 2.48 | 1.08 |
Data as of 09/06/2024, Common starting date is 02/03/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BSEFY (Benesse Holdings Inc) |
-20.69%
May 2020 – May 2023 |
-17.69%
May 2018 – May 2023 |
-9.83%
Oct 2013 – Oct 2023 |
-5.54%
Aug 2009 – Aug 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BSEFY (Benesse Holdings Inc) |
16.57%
Jun 2015 – Jun 2018 |
4.13%
Jun 2009 – Jun 2014 |
-0.25%
Mar 2009 – Mar 2019 |
-2.79%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart