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
ISUZF (Isuzu Motors Limited) -16.12% 14.33% 3.48% -4.29% 0.11% NA NA
Data as of 06/04/2026, Common starting date is 01/18/2012
More Performance Analytics Comparison
Name Start Date End Date
ISUZF (Isuzu Motors Limited) 01/18/2012 06/04/2026
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
Annualized Return (%) -18.52 14.33 3.48 -4.29 0.11 NA NA -16.12 20.40 4.49 18.62 -179.19 -217.99 -20.49 -12.06 -8.19 27.96 16.71 -7.50 5.84 1.35 22.28
Sharpe Ratio NA 0.60 0.11 NA NA NA NA 1.04 0.18 0.02 0.59 NA NA -0.37 -0.45 -0.31 1.09 0.63 -0.27 0.23 0.04 0.84
Standard Deviation(%) NA 63.00 65.56 NA NA NA NA 4.68 100.00 52.04 25.37 NA NA 56.43 30.08 30.75 25.17 26.28 28.10 25.59 37.45 28.05
Draw Down(%) NA 25.77 29.16 183.84 176.07 NA NA 0.07 29.16 22.20 10.33 204.82 183.84 58.22 29.23 28.22 17.59 18.51 27.25 17.60 32.10 17.60
Yield(%) 0.00 2.86 4.65 91.34 51.45 42.90 32.17 0.00 2.53 7.04 7.12 224.73 318.27 2.17 2.49 2.05 2.25 2.73 2.07 2.14 2.13 1.74
Data as of 06/04/2026, Common starting date is 01/18/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ISUZF (Isuzu Motors Limited) -23.64%
Mar 2017 – Mar 2020
-15.31%
Mar 2015 – Mar 2020
-3.34%
Jun 2013 – Jun 2023
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ISUZF (Isuzu Motors Limited) 19.51%
Mar 2020 – Mar 2023
15.96%
Mar 2020 – Mar 2025
4.59%
Apr 2016 – Apr 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return