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
FUWAF (Furukawa Electric Co. Ltd) NA 86.65% 49.09% 2.93% nan% -0.50% NA
Data as of 07/02/2025, Common starting date is 02/17/2009
More Performance Analytics Comparison
Name Start Date End Date
FUWAF (Furukawa Electric Co. Ltd) 02/17/2009 07/02/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009
Annualized Return (%) 0.00 86.65 49.09 2.93 nan -0.50 NA 30.92 162.77 -5.25 -137.69 -169.00 -121.13 -157.52 -221.91 -109.70 -222.33 -249.23 -300.00 -476.88 -19.30 690.31 8.41 21.21
Sharpe Ratio NA 1.50 1.16 NA NA NA NA 0.95 3.33 -0.37 NA NA NA NA NA NA NA NA NA NA -0.81 3.32 0.35 0.40
Standard Deviation(%) NA 53.72 38.82 NA NA NA NA 72.44 46.92 25.80 NA NA NA NA NA NA NA NA NA NA 24.11 207.75 23.91 61.26
Draw Down(%) NA 9.28 22.97 183.33 202.07 NA NA 9.28 4.62 22.97 148.51 183.33 124.09 171.54 275.10 109.70 194.17 249.23 352.94 438.03 26.10 43.00 15.13 31.07
Yield(%) 0.00 2.93 3.44 125.11 257.91 79.50 89.91 2.09 2.68 2.92 292.68 220.00 298.25 239.77 157.11 218.25 206.19 176.47 139.53 163.04 0.00 127.31 1.41 1.57
Data as of 07/02/2025, Common starting date is 02/17/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FUWAF (Furukawa Electric Co. Ltd) -37.31%
Nov 2020 – Nov 2023
-53.11%
Mar 2018 – Mar 2023
-39.75%
Mar 2014 – Mar 2024
-4.29%
Jul 2009 – Jul 2024
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FUWAF (Furukawa Electric Co. Ltd) 149.26%
Mar 2009 – Mar 2012
155.60%
Mar 2009 – Mar 2014
2.35%
Dec 2010 – Dec 2020
-0.24%
Feb 2010 – Feb 2025
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return