Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DKILF (Daikin IndustriesLtd) | 25.37% | 34.77% | -6.69% | -2.58% | 14.27% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/16/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DKILF (Daikin IndustriesLtd) | 05/16/2012 | 06/04/2026 |
| 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 (%) | 7.33 | 34.77 | -6.69 | -2.58 | 14.27 | NA | NA | … | … | 25.37 | 13.04 | -26.03 | 2.53 | -28.58 | -2.47 | 190.70 | 34.75 | -8.28 | 26.78 | 38.78 | 4.33 | 8.33 | 82.51 | 16.65 |
| Sharpe Ratio | NA | 0.48 | -0.15 | -0.13 | 0.27 | NA | NA | … | … | 0.81 | 0.17 | -0.53 | -0.03 | -0.70 | -0.06 | 2.80 | 1.89 | -0.40 | 2.08 | 1.61 | 0.18 | 0.30 | 2.52 | 1.23 |
| Standard Deviation(%) | NA | 62.77 | 58.20 | 51.90 | 44.81 | NA | NA | … | … | 72.08 | 60.97 | 55.66 | 42.52 | 43.04 | 39.92 | 67.52 | 17.62 | 24.13 | 12.59 | 24.02 | 23.81 | 27.72 | 32.77 | 22.84 |
| Draw Down(%) | NA | 19.10 | 51.16 | 60.36 | 60.36 | NA | NA | … | … | 15.70 | 18.22 | 33.14 | 34.78 | 38.46 | 25.45 | 23.40 | 3.85 | 22.52 | 6.17 | 11.68 | 22.33 | 16.12 | 13.40 | 10.80 |
| Yield(%) | 0.00 | 1.92 | 1.46 | 1.26 | 11.65 | 22.81 | 17.11 | … | … | 0.87 | 2.64 | 2.07 | 1.72 | 0.64 | 0.69 | 56.86 | 1.47 | 1.06 | 1.20 | 1.50 | 1.08 | 0.98 | 1.24 | 0.78 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| DKILF (Daikin IndustriesLtd) |
-19.04%
Aug 2021 – Aug 2024 |
-9.80%
Dec 2020 – Dec 2025 |
12.29%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DKILF (Daikin IndustriesLtd) |
56.33%
Dec 2018 – Dec 2021 |
44.60%
Dec 2015 – Dec 2020 |
28.68%
Aug 2012 – Aug 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart