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
FUBAF (Futaba Corporation) NA -136.56% -19.16% -20.00% -4.57% NA NA
Data as of 02/15/2023, Common starting date is 01/08/2013
More Performance Analytics Comparison
Name Start Date End Date
FUBAF (Futaba Corporation) 01/08/2013 02/15/2023
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013
Annualized Return (%) 0.00 -136.56 -19.16 -20.00 -4.57 NA NA 1.74 -139.80 -286.12 -35.26 -16.17 -24.92 36.58 20.86 -5.59 17.54 11.31
Sharpe Ratio NA NA NA NA NA NA NA 0.08 NA NA -1.29 -0.74 -1.16 2.32 0.75 -0.16 0.46 0.47
Standard Deviation(%) NA NA NA NA NA NA NA 84.30 NA NA 27.44 23.96 22.67 15.55 27.42 34.22 37.77 24.52
Draw Down(%) NA 157.13 323.53 224.13 224.13 NA NA 2.85 157.13 350.00 35.26 24.09 29.09 4.65 15.34 26.09 21.15 10.55
Yield(%) 0.00 219.09 82.29 30.10 27.70 18.46 13.85 0.00 242.63 170.20 2.11 0.87 3.97 4.94 0.92 1.57 0.98 0.00
Data as of 02/15/2023, Common starting date is 01/08/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FUBAF (Futaba Corporation) -25.86%
Dec 2017 – Dec 2020
-20.42%
Jan 2018 – Jan 2023
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FUBAF (Futaba Corporation) 17.34%
Nov 2014 – Nov 2017
18.41%
Mar 2013 – Mar 2018
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return