Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IDKOF (Idemitsu Kosan Co.Ltd) | NA | 6.68% | 21.54% | 13.92% | nan% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 09/04/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IDKOF (Idemitsu Kosan Co.Ltd) | 09/04/2014 | 09/26/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.68 | 21.54 | 13.92 | nan | NA | NA | … | … | 8.02 | 23.45 | 29.67 | -13.37 | 25.56 | -18.97 | -13.59 | 9,386.85 | -747.31 | 786.16 | 1,629.64 | -856.16 |
| Sharpe Ratio | NA | 0.10 | 0.21 | 0.37 | NA | NA | NA | … | … | 0.19 | 0.59 | 0.29 | -0.51 | 1.84 | -1.23 | NA | 22.59 | NA | NA | NA | NA |
| Standard Deviation(%) | NA | 37.61 | 44.37 | 31.72 | NA | NA | NA | … | … | 42.78 | 33.36 | 89.79 | 29.62 | 13.91 | 15.56 | NA | 423.24 | NA | NA | NA | NA |
| Draw Down(%) | NA | 24.76 | 24.76 | 27.56 | 537.63 | NA | NA | … | … | 24.76 | 14.25 | 9.99 | 23.74 | 0.42 | 20.56 | 291.14 | 0.00 | 537.63 | 537.63 | 856.16 | 856.16 |
| Yield(%) | 0.00 | 6.71 | 0.90 | 2.04 | 141.38 | 97.44 | 73.08 | … | … | 3.47 | 6.06 | 0.00 | 1.35 | 3.93 | 3.56 | 308.06 | 132.89 | 122.85 | 334.45 | 226.45 | 113.22 |
Data as of 09/26/2025, Common starting date is 09/04/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IDKOF (Idemitsu Kosan Co.Ltd) |
-9.45%
Mar 2018 – Mar 2021 |
-5.22%
Aug 2018 – Aug 2023 |
163.91%
Aug 2015 – Aug 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IDKOF (Idemitsu Kosan Co.Ltd) |
2,324.28%
Jul 2015 – Jul 2018 |
547.84%
May 2015 – May 2020 |
163.91%
Aug 2015 – Aug 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart