Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMTDF (Sumitomo Mitsui Trust Holdings Inc) | 15.06% | 33.35% | 29.94% | 20.28% | 12.65% | 8.86% | NA | … | … |
Data as of 06/03/2026, Common starting date is 12/05/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMTDF (Sumitomo Mitsui Trust Holdings Inc) | 12/05/2008 | 06/03/2026 |
| 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 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 33.35 | 29.94 | 20.28 | 12.65 | 8.86 | NA | … | … | 15.06 | 43.51 | 24.45 | 13.31 | 7.51 | 15.64 | -17.89 | 12.69 | -6.73 | 13.02 | -1.79 | 2.58 | -26.76 | 56.75 | 25.24 | -11.76 | -5.49 | -4.39 | 0.00 |
| Sharpe Ratio | NA | 0.77 | 0.29 | 0.25 | 0.21 | NA | NA | … | … | 1.06 | 0.85 | 0.19 | 0.10 | 0.24 | 0.69 | -0.47 | 0.53 | -0.37 | 0.77 | -0.06 | 0.09 | -1.06 | 1.16 | 0.79 | -0.34 | -0.30 | -0.14 | 0.00 |
| Standard Deviation(%) | NA | 39.86 | 89.38 | 71.11 | 53.29 | NA | NA | … | … | 36.40 | 47.78 | 106.98 | 100.09 | 25.36 | 22.48 | 38.43 | 21.34 | 21.90 | 16.19 | 33.68 | 28.50 | 25.21 | 48.94 | 32.03 | 34.97 | 18.55 | 31.80 | NA |
| Draw Down(%) | NA | 16.62 | 52.94 | 52.94 | 52.94 | NA | NA | … | … | 16.62 | 22.35 | 50.23 | 52.94 | 20.83 | 14.61 | 40.90 | 15.39 | 16.55 | 10.77 | 28.95 | 23.52 | 28.88 | 30.32 | 28.58 | 29.15 | 12.60 | 15.38 | 0.00 |
| Yield(%) | 0.00 | 4.02 | 3.63 | 4.02 | 4.09 | 3.61 | 2.61 | … | … | 1.78 | 2.49 | 7.11 | 6.63 | 4.47 | 4.58 | 3.54 | 3.79 | 2.98 | 3.23 | 1.66 | 2.63 | 1.86 | 2.81 | 3.81 | 2.99 | 3.64 | 1.31 | 0.00 |
Data as of 06/03/2026, Common starting date is 12/05/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMTDF (Sumitomo Mitsui Trust Holdings Inc) |
-12.74%
Apr 2013 – Apr 2016 |
-7.51%
Jul 2015 – Jul 2020 |
-0.44%
Jul 2010 – Jul 2020 |
3.77%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMTDF (Sumitomo Mitsui Trust Holdings Inc) |
31.55%
Sep 2022 – Sep 2025 |
21.00%
Sep 2020 – Sep 2025 |
13.71%
Feb 2016 – Feb 2026 |
8.86%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart