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
ISUZY (Isuzu Motors Ltd) -14.13% 4.39% 3.20% -1.01% 1.07% 2.84% 3.34%
Data as of 06/05/2026, Common starting date is 01/27/2006
More Performance Analytics Comparison
Name Start Date End Date
ISUZY (Isuzu Motors Ltd) 01/27/2006 06/05/2026
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 2009 2008 2007 2006
Annualized Return (%) -9.08 4.39 3.20 -1.01 1.07 2.84 3.34 -14.13 12.68 10.20 6.37 -6.97 31.92 -21.17 -12.85 -17.79 33.68 16.56 -12.10 -1.92 4.65 28.68 2.64 139.18 57.17 -73.30 -5.27 25.86
Sharpe Ratio NA 0.21 0.14 -0.04 0.02 NA NA -0.45 0.34 0.12 0.07 -0.26 0.81 -0.44 -0.45 -0.70 1.60 0.47 -0.45 -0.08 0.12 1.14 0.07 3.81 1.00 -1.04 -0.21 0.78
Standard Deviation(%) NA 29.76 30.94 31.06 32.75 NA NA 34.72 29.78 29.63 29.32 32.56 39.20 48.44 31.86 27.12 20.77 34.50 26.82 25.51 38.29 25.26 38.81 36.49 57.19 71.25 38.59 32.08
Draw Down(%) NA 28.14 28.14 28.14 68.92 NA NA 28.14 17.44 20.29 19.58 24.43 17.04 53.67 33.93 30.58 15.86 17.49 34.57 20.96 33.50 20.05 29.10 18.42 28.90 80.66 29.91 22.28
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/05/2026, Common starting date is 01/27/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ISUZY (Isuzu Motors Ltd) -36.07%
Feb 2006 – Feb 2009
-13.37%
Mar 2015 – Mar 2020
-2.74%
May 2013 – May 2023
-0.21%
Jul 2007 – Jul 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ISUZY (Isuzu Motors Ltd) 79.01%
Feb 2009 – Feb 2012
43.97%
Feb 2009 – Feb 2014
22.05%
Feb 2009 – Feb 2019
14.13%
Feb 2009 – Feb 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return