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
CYAGF (CyberAgent Inc) NA -17.60% nan% nan% NA NA NA
Data as of 03/19/2024, Common starting date is 08/04/2014
More Performance Analytics Comparison
Name Start Date End Date
CYAGF (CyberAgent Inc) 08/04/2014 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
Annualized Return (%) 0.00 -17.60 nan nan NA NA NA 20.84 -36.07 -235.93 117.15 413.33 311.88 176.28 -5,972.56 591.93 -549.25 172.06
Sharpe Ratio NA -0.21 NA NA NA NA NA 0.65 -0.36 NA 0.26 0.51 1.76 1.82 NA 3.16 NA 7.28
Standard Deviation(%) NA 132.02 NA NA NA NA NA 186.13 109.25 NA 450.05 802.75 176.02 96.77 NA 186.99 NA 141.44
Draw Down(%) NA 12.73 177.42 172.34 NA NA NA 0.00 12.73 247.56 80.14 77.81 35.27 18.35 4,816.83 7.17 392.13 0.00
Yield(%) 0.00 0.00 11.61 111.38 170.83 113.89 85.42 0.00 0.00 86.69 60.07 99.13 72.98 83.86 133.86 117.37 135.14 59.52
Data as of 03/19/2024, Common starting date is 08/04/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CYAGF (CyberAgent Inc) 215.46%
Jun 2019 – Jun 2022
588.02%
Mar 2015 – Mar 2020
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CYAGF (CyberAgent Inc) 1,214.76%
Aug 2015 – Aug 2018
934.45%
Jul 2015 – Jul 2020
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return