Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FUJHF (Subaru Corp) | -28.00% | -15.67% | -0.35% | -0.54% | -4.05% | 8.98% | NA | … | … |
Data as of 06/03/2026, Common starting date is 10/18/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FUJHF (Subaru Corp) | 10/18/2010 | 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 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.61 | -15.67 | -0.35 | -0.54 | -4.05 | 8.98 | NA | … | … | -28.00 | 38.91 | 1.25 | 19.68 | -11.95 | -8.07 | -14.82 | 23.80 | -31.49 | -20.29 | 4.57 | 18.45 | 25.92 | 134.24 | 121.30 | -25.05 | 18.47 |
| Sharpe Ratio | NA | -0.33 | -0.05 | -0.08 | -0.15 | NA | NA | … | … | -0.75 | 0.64 | -0.04 | 0.59 | -0.38 | -0.29 | -0.34 | 0.76 | -1.23 | -1.01 | 0.13 | 0.77 | 1.07 | 3.69 | 4.52 | -0.66 | 5.23 |
| Standard Deviation(%) | NA | 70.03 | 57.99 | 49.02 | 40.88 | NA | NA | … | … | 84.26 | 56.80 | 59.30 | 27.26 | 35.27 | 28.01 | 44.73 | 29.28 | 26.78 | 20.88 | 33.52 | 24.04 | 24.26 | 36.41 | 27.12 | 37.81 | 24.36 |
| Draw Down(%) | NA | 37.95 | 39.05 | 39.05 | 57.67 | NA | NA | … | … | 37.95 | 18.60 | 39.05 | 18.75 | 24.59 | 14.59 | 36.47 | 15.38 | 38.76 | 23.48 | 25.16 | 15.62 | 17.49 | 21.72 | 11.69 | 37.41 | 0.66 |
| Yield(%) | 0.00 | 5.93 | 6.08 | 4.37 | 2.82 | 11.61 | 9.69 | … | … | 3.41 | 6.69 | 5.45 | 5.41 | 2.49 | 2.53 | 3.71 | 6.06 | 4.11 | 3.23 | 3.30 | 2.41 | 1.61 | 2.49 | 1.93 | 1.40 | 0.00 |
Data as of 06/03/2026, Common starting date is 10/18/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FUJHF (Subaru Corp) |
-17.04%
Dec 2015 – Dec 2018 |
-14.11%
Apr 2017 – Apr 2022 |
-4.85%
Nov 2014 – Nov 2024 |
8.89%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FUJHF (Subaru Corp) |
88.11%
Nov 2011 – Nov 2014 |
51.89%
Dec 2011 – Dec 2016 |
16.24%
Nov 2011 – Nov 2021 |
11.78%
Nov 2010 – Nov 2025 |
Annualized Rolling Returns Comparison Chart