Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CCOJF (Coca-Cola Bottlers Japan Holdings Inc) | 0.00% | 3.05% | 5.96% | -2.38% | 34.48% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/16/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CCOJF (Coca-Cola Bottlers Japan Holdings Inc) | 05/16/2012 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.05 | 5.96 | -2.38 | 34.48 | NA | NA | … | … | 0.00 | 3.05 | 12.04 | 3.03 | 4.06 | -40.65 | 1,302.91 | 1.64 | -8.60 | 96.97 | 2.62 | -2.77 | -9.20 | 3.80 | 0.00 |
| Sharpe Ratio | NA | 0.18 | 0.41 | -0.25 | NA | NA | NA | … | … | 0.00 | 0.08 | 0.77 | -0.30 | 0.20 | -1.00 | NA | 0.14 | -0.23 | 1.45 | 1.32 | -0.55 | -0.41 | 1.31 | 0.00 |
| Standard Deviation(%) | NA | 2.12 | 6.55 | 12.05 | NA | NA | NA | … | … | NA | 2.13 | 10.92 | 2.12 | 13.06 | 40.61 | NA | 1.15 | 43.22 | 67.00 | 1.83 | 5.05 | 22.29 | 2.88 | NA |
| Draw Down(%) | NA | 0.00 | 1.83 | 30.69 | 335.85 | NA | NA | … | … | 0.00 | 0.00 | 1.83 | 0.00 | 7.67 | 41.77 | 418.87 | 0.00 | 34.26 | 7.47 | 0.00 | 4.72 | 18.45 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 2.98 | 3.01 | 2.23 | 32.96 | 19.47 | 14.60 | … | … | 0.00 | 2.98 | 2.83 | 2.97 | 3.13 | 2.21 | 176.65 | 1.62 | 1.46 | 2.39 | 2.57 | 1.92 | 1.92 | 1.07 | 0.00 |
Data as of 06/05/2026, Common starting date is 05/16/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCOJF (Coca-Cola Bottlers Japan Holdings Inc) |
-13.99%
Jan 2021 – Jan 2024 |
-5.98%
Jan 2021 – Jan 2026 |
30.81%
Jul 2012 – Jul 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCOJF (Coca-Cola Bottlers Japan Holdings Inc) |
135.33%
Dec 2017 – Dec 2020 |
92.37%
Dec 2015 – Dec 2020 |
34.62%
Dec 2015 – Dec 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart