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
DWMNF (Dowa Holdings Co. Ltd) NA -145.47% 0.38% -49.53% nan% NA NA
Data as of 01/19/2024, Common starting date is 06/19/2012
More Performance Analytics Comparison
Name Start Date End Date
DWMNF (Dowa Holdings Co. Ltd) 06/19/2012 01/19/2024
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 2013 2012
Annualized Return (%) 0.00 -145.47 0.38 -49.53 nan NA NA 0.00 -145.47 95.14 -214.01 -134.35 -109.42 -109.42 -173.82 -177.33 -192.06 -196.42 0.00 3.45
Sharpe Ratio NA NA NA NA NA NA NA 0.00 NA 0.91 NA NA NA NA NA NA NA NA 0.00 1.41
Standard Deviation(%) NA NA NA NA NA NA NA NA NA 103.19 NA NA NA NA NA NA NA NA 6.78 4.67
Draw Down(%) NA 145.47 217.42 151.00 219.14 NA NA 0.00 145.47 37.16 217.42 134.35 109.42 109.42 171.92 177.33 208.14 219.14 5.48 0.00
Yield(%) 0.00 341.46 271.39 1,058.06 824.64 568.72 426.54 0.00 341.46 73.66 336.28 1,161.29 1,161.29 1,161.29 221.67 240.00 230.47 217.39 0.00 0.00
Data as of 01/19/2024, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
DWMNF (Dowa Holdings Co. Ltd) -8.58%
Nov 2019 – Nov 2022
-63.16%
Nov 2017 – Nov 2022
-43.58%
Feb 2013 – Feb 2023
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
DWMNF (Dowa Holdings Co. Ltd) 51.93%
May 2020 – May 2023
-12.12%
Jul 2012 – Jul 2017
-42.19%
Aug 2012 – Aug 2022
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return