Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FANUF (Fanuc Corporation) | 27.73% | 76.01% | 10.80% | 7.88% | nan% | 293.98% | NA | … | … |
Data as of 06/12/2026, Common starting date is 02/23/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FANUF (Fanuc Corporation) | 02/23/2010 | 06/12/2026 |
| 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 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.32 | 76.01 | 10.80 | 7.88 | nan | 293.98 | NA | … | … | 27.73 | 51.97 | -14.32 | 44.18 | -30.86 | -10.75 | 31.18 | 21.50 | 325.89 | 761,372.30 | 2,597.26 | 17.13 | 540.61 | 295.72 | 211.96 | 1,183.67 | 52.75 |
| Sharpe Ratio | NA | 1.03 | 0.11 | 0.04 | NA | NA | NA | … | … | 0.90 | 0.66 | -0.29 | 0.16 | -0.72 | -0.27 | 0.65 | 0.62 | NA | 920.10 | NA | NA | 3.63 | 2.85 | 2.33 | 6.32 | 2.17 |
| Standard Deviation(%) | NA | 71.52 | 65.83 | 126.68 | NA | NA | NA | … | … | 78.09 | 74.77 | 62.68 | 256.21 | 44.93 | 39.62 | 47.68 | 32.35 | NA | 857.49 | NA | NA | 148.78 | 103.68 | 92.11 | 187.18 | 29.22 |
| Draw Down(%) | NA | 28.06 | 36.43 | 85.60 | 1,215.07 | NA | NA | … | … | 28.06 | 27.25 | 22.84 | 80.05 | 41.04 | 29.75 | 40.05 | 15.81 | 510.80 | 10.88 | 381.18 | 187.90 | 13.09 | 22.51 | 18.66 | 33.33 | 14.68 |
| Yield(%) | 0.00 | 4.89 | 2.29 | 1.15 | 68.50 | 116.16 | 139.47 | … | … | 1.80 | 3.99 | 2.12 | 7.17 | 0.35 | 0.34 | 0.26 | 0.63 | 264.50 | 126.42 | 228.46 | 460.86 | 120.48 | 85.74 | 68.64 | 143.51 | 1.48 |
Data as of 06/12/2026, Common starting date is 02/23/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FANUF (Fanuc Corporation) |
-11.94%
Oct 2019 – Oct 2022 |
-1.68%
Oct 2019 – Oct 2024 |
303.63%
Feb 2015 – Feb 2025 |
287.73%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FANUF (Fanuc Corporation) |
10,802.88%
Jan 2016 – Jan 2019 |
2,622.27%
Jul 2012 – Jul 2017 |
744.12%
May 2010 – May 2020 |
320.60%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart