Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HTHIF (Hitachi Ltd) | -2.43% | 14.67% | 40.47% | 261.35% | nan% | nan% | NA | … | … |
Data as of 06/03/2026, Common starting date is 04/27/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HTHIF (Hitachi Ltd) | 04/27/2010 | 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 (%) | 0.87 | 14.67 | 40.47 | 261.35 | nan | nan | NA | … | … | -2.43 | 28.51 | 79.51 | 50.04 | 451.93 | -1,085.57 | -1.92 | 71.93 | -33.96 | 41.93 | -4.60 | -25.17 | -1.56 | 36.96 | 9.37 | 8.25 | 12.62 |
| Sharpe Ratio | NA | 0.26 | 0.66 | NA | NA | NA | NA | … | … | -0.03 | 0.46 | 0.97 | 1.61 | NA | NA | -0.04 | 2.37 | -1.17 | 2.13 | -0.12 | -0.89 | -0.06 | 0.99 | 0.27 | 0.17 | 1.33 |
| Standard Deviation(%) | NA | 54.15 | 60.74 | NA | NA | NA | NA | … | … | 57.80 | 55.46 | 78.08 | 29.15 | NA | NA | 49.33 | 29.69 | 30.28 | 19.46 | 40.49 | 28.42 | 28.58 | 37.23 | 34.96 | 47.41 | 14.18 |
| Draw Down(%) | NA | 1.72 | 1.42 | 11,033.63 | 1,023.85 | NA | NA | … | … | 3.86 | 5.73 | 0.00 | 1.02 | 514.02 | 1,023.85 | 41.86 | 12.61 | 40.91 | 11.93 | 33.81 | 36.25 | 20.74 | 21.30 | 24.37 | 28.15 | 7.14 |
| Yield(%) | 0.00 | 0.59 | 2.37 | 75.05 | 213.74 | 109.76 | 113.49 | … | … | 0.00 | 1.23 | 1.12 | 6.19 | 248.12 | 865.63 | 5.33 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 04/27/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HTHIF (Hitachi Ltd) |
-14.77%
May 2013 – May 2016 |
-8.01%
Dec 2013 – Dec 2018 |
4.45%
Jul 2010 – Jul 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HTHIF (Hitachi Ltd) |
656.80%
Aug 2021 – Aug 2024 |
267.97%
Mar 2021 – Mar 2026 |
47.96%
May 2012 – May 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart