Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DAWIF (Daiwa Industries Ltd) | -17.34% | -4.48% | 3.05% | nan% | nan% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 08/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DAWIF (Daiwa Industries Ltd) | 08/06/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -4.48 | 3.05 | nan | nan | NA | NA | … | … | -17.34 | 15.00 | 9.50 | 17.39 | -19.18 | -320.84 | -353.84 | -287.54 | 71.81 | 1.27 | 1.43 | -1.08 | 10.77 | 21.96 | 11.31 |
| Sharpe Ratio | NA | -0.32 | -0.02 | NA | NA | NA | NA | … | … | -1.33 | 1.05 | 1.06 | 0.76 | -0.59 | NA | NA | NA | 1.31 | 0.69 | 1.21 | -0.44 | 1.21 | 0.72 | 1.85 |
| Standard Deviation(%) | NA | 22.34 | 13.41 | NA | NA | NA | NA | … | … | 29.93 | 11.56 | 5.53 | 18.20 | 35.05 | NA | NA | NA | 53.86 | 0.89 | 1.01 | 2.50 | 8.89 | 30.62 | 16.72 |
| Draw Down(%) | NA | 4.48 | 0.00 | 341.85 | 475.09 | NA | NA | … | … | 17.34 | 0.49 | 0.00 | 0.00 | 28.89 | 302.44 | 353.84 | 287.54 | 0.00 | 0.00 | 0.00 | 2.31 | 0.00 | 18.25 | 6.20 |
| Yield(%) | 0.00 | 3.31 | 3.36 | 33.98 | 81.65 | 78.53 | 58.90 | … | … | 0.00 | 3.29 | 4.19 | 2.47 | 2.06 | 171.93 | 201.40 | 139.74 | 0.63 | 1.26 | 1.42 | 1.23 | 1.51 | 1.02 | 0.00 |
Data as of 06/03/2026, Common starting date is 08/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DAWIF (Daiwa Industries Ltd) |
-0.05%
Aug 2021 – Aug 2024 |
3.82%
Jan 2013 – Jan 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DAWIF (Daiwa Industries Ltd) |
107.41%
Mar 2018 – Mar 2021 |
55.75%
Mar 2016 – Mar 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart