Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DNPUF (Sumitomo Dainippon Pharma Co. Ltd) | NA | -60.60% | -0.18% | -6.94% | 7.59% | NA | NA | … | … |
Data as of 03/04/2024, Common starting date is 01/18/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DNPUF (Sumitomo Dainippon Pharma Co. Ltd) | 01/18/2012 | 03/04/2024 |
| 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 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -60.60 | -0.18 | -6.94 | 7.59 | NA | NA | … | … | -23.32 | -57.70 | -38.96 | 461.98 | -10.95 | -44.96 | 130.90 | -12.30 | 168.65 | 25.43 | -30.79 | 746.04 | 584.66 |
| Sharpe Ratio | NA | -0.61 | -0.01 | -0.08 | 0.08 | NA | NA | … | … | -0.64 | -0.64 | -0.92 | 2.28 | -0.25 | -0.96 | 2.33 | -0.57 | 2.17 | 1.27 | -0.65 | 5.05 | 3.42 |
| Standard Deviation(%) | NA | 108.55 | 158.40 | 110.23 | 81.46 | NA | NA | … | … | 128.58 | 96.46 | 44.51 | 202.65 | 44.72 | 48.34 | 55.53 | 22.79 | 77.48 | 19.99 | 47.09 | 147.78 | 192.91 |
| Draw Down(%) | NA | 64.42 | 86.81 | 86.81 | 86.81 | NA | NA | … | … | 31.57 | 61.76 | 43.16 | 31.03 | 27.35 | 45.22 | 20.53 | 23.16 | 16.15 | 11.64 | 46.81 | 27.99 | 17.05 |
| Yield(%) | 0.00 | 0.00 | 28.78 | 12.71 | 15.05 | 31.18 | 23.39 | … | … | 0.00 | 0.00 | 0.94 | 95.80 | 1.54 | 6.36 | 1.76 | 0.94 | 75.67 | 1.44 | 1.08 | 149.75 | 79.56 |
Data as of 03/04/2024, Common starting date is 01/18/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DNPUF (Sumitomo Dainippon Pharma Co. Ltd) |
-3.82%
Mar 2017 – Mar 2020 |
-11.72%
Feb 2019 – Feb 2024 |
9.74%
Feb 2014 – Feb 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DNPUF (Sumitomo Dainippon Pharma Co. Ltd) |
283.65%
May 2012 – May 2015 |
173.03%
Apr 2012 – Apr 2017 |
93.23%
Feb 2012 – Feb 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart