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
FJTCY (Fujitec Co Ltd ADR) -12.14% -11.87% 10.19% 11.06% 16.17% NA NA
Data as of 06/03/2026, Common starting date is 11/07/2014
More Performance Analytics Comparison
Name Start Date End Date
FJTCY (Fujitec Co Ltd ADR) 11/07/2014 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
Annualized Return (%) 0.00 -11.87 10.19 11.06 16.17 NA NA -12.14 -1.65 58.80 6.69 12.49 3.53 77.18 -1.83 -4.88 28.61 16.61 -5.50 13.33
Sharpe Ratio NA -0.66 0.27 0.35 0.58 NA NA -2.84 -0.22 1.42 0.15 0.57 0.12 2.35 -0.12 -0.42 1.51 0.68 -0.15 2.92
Standard Deviation(%) NA 21.94 25.20 24.37 24.72 NA NA 10.46 21.15 36.87 16.26 19.41 28.88 32.59 26.00 14.80 18.61 23.95 36.55 47.93
Draw Down(%) NA 22.64 22.64 25.61 30.55 NA NA 12.14 21.93 2.56 8.15 21.61 22.60 13.68 19.82 13.59 8.95 9.66 37.05 6.67
Yield(%) 0.00 0.00 0.31 1.25 3.62 2.56 1.92 0.00 0.00 0.00 2.20 2.72 2.71 3.77 3.14 2.89 2.35 2.76 1.16 0.00
Data as of 06/03/2026, Common starting date is 11/07/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FJTCY (Fujitec Co Ltd ADR) 3.91%
Apr 2021 – Apr 2024
5.77%
Dec 2014 – Dec 2019
15.42%
Nov 2015 – Nov 2025
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FJTCY (Fujitec Co Ltd ADR) 35.86%
Mar 2019 – Mar 2022
28.44%
Dec 2019 – Dec 2024
19.21%
Sep 2015 – Sep 2025
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return