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
FJTSF (Fujitsu Limited) -23.74% -1.06% 21.39% 8.45% 21.93% NA NA
Data as of 06/05/2026, Common starting date is 05/16/2012
More Performance Analytics Comparison
Name Start Date End Date
FJTSF (Fujitsu Limited) 05/16/2012 06/05/2026
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 (%) 7.68 -1.06 21.39 8.45 21.93 NA NA -23.74 82.72 9.84 19.45 -17.68 24.21 63.75 43.84 -12.85 34.62 8.15 -3.87 6.30 34.77 -22.05
Sharpe Ratio NA -0.07 0.23 0.08 0.35 NA NA -0.55 0.73 0.07 0.37 -0.47 0.78 1.62 2.30 -0.45 1.13 0.23 -0.09 0.13 1.14 -1.08
Standard Deviation(%) NA 104.76 91.87 75.00 57.48 NA NA 93.28 110.18 92.04 43.41 40.94 30.83 38.90 18.38 31.54 30.19 35.03 45.02 47.44 30.39 30.78
Draw Down(%) NA 36.90 36.90 45.52 45.52 NA NA 36.90 24.34 30.50 18.70 39.67 17.60 26.47 4.23 24.61 11.65 29.46 38.19 30.88 14.75 22.22
Yield(%) 0.00 0.91 2.86 1.83 5.84 3.39 2.54 0.00 1.87 0.67 8.50 1.00 1.39 2.21 2.42 1.63 1.68 1.50 1.28 1.52 0.00 1.32
Data as of 06/05/2026, 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
FJTSF (Fujitsu Limited) -5.18%
Mar 2013 – Mar 2016
1.88%
Jul 2014 – Jul 2019
10.84%
Jul 2014 – Jul 2024
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FJTSF (Fujitsu Limited) 47.32%
Jun 2018 – Jun 2021
40.02%
Jun 2016 – Jun 2021
23.43%
Jan 2016 – Jan 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return