Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IX (ORIX Corporation) | 36.07% | 88.93% | 37.81% | 26.48% | 17.73% | 15.00% | 5.49% | … | … |
Data as of 06/04/2026, Common starting date is 09/16/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IX (ORIX Corporation) | 09/16/1998 | 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.74 | 88.93 | 37.81 | 26.48 | 17.73 | 15.00 | 5.49 | … | … | 36.07 | 42.36 | 17.66 | 38.20 | -9.93 | 36.51 | -1.98 | 22.50 | -12.47 | 8.93 | 14.03 | 16.24 | -28.62 | 58.94 | 40.18 | -14.68 | 43.81 | 22.49 | -65.91 | -42.00 | 15.45 | 85.90 | 68.47 | 27.25 | -27.89 | -7.35 | -57.43 | 198.52 | 16.03 |
| Sharpe Ratio | NA | 3.25 | 1.40 | 0.95 | 0.61 | NA | NA | … | … | 3.01 | 1.72 | 0.54 | 1.60 | -0.38 | 1.54 | -0.06 | 1.19 | -0.57 | 0.52 | 0.43 | 0.52 | -1.05 | 1.46 | 1.61 | -0.41 | 1.24 | 0.29 | -0.79 | -1.12 | 0.31 | 2.76 | 1.96 | 0.70 | -0.79 | -0.23 | -1.18 | 3.98 | 2.25 |
| Standard Deviation(%) | NA | 25.98 | 25.23 | 25.58 | 25.95 | NA | NA | … | … | 33.34 | 23.12 | 25.86 | 21.87 | 29.77 | 23.69 | 39.99 | 17.68 | 24.27 | 15.88 | 31.82 | 31.45 | 27.28 | 40.45 | 25.17 | 36.15 | 35.39 | 77.91 | 84.65 | 40.35 | 39.34 | 30.36 | 34.41 | 37.98 | 36.83 | 42.54 | 52.21 | 49.06 | 27.91 |
| Draw Down(%) | NA | 20.33 | 24.34 | 34.60 | 42.48 | NA | NA | … | … | 20.33 | 14.35 | 15.09 | 12.36 | 34.60 | 10.63 | 40.78 | 11.29 | 30.50 | 9.29 | 21.55 | 23.93 | 30.61 | 23.69 | 17.00 | 34.17 | 24.98 | 67.39 | 76.91 | 44.87 | 33.29 | 10.26 | 24.12 | 37.59 | 42.05 | 30.36 | 58.95 | 22.08 | 9.39 |
| Yield(%) | 0.00 | 1.89 | 4.56 | 6.79 | 6.46 | 7.09 | 1.90 | … | … | 0.00 | 0.76 | 4.18 | 18.56 | 9.37 | 4.50 | 4.28 | 5.13 | 3.64 | 0.00 | 3.01 | 3.70 | 1.28 | 1.10 | 1.71 | 1.15 | 1.16 | 1.25 | 1.44 | 0.37 | 0.13 | 0.18 | 0.27 | 0.20 | 0.13 | 0.12 | 0.06 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 09/16/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IX (ORIX Corporation) |
-57.60%
Feb 2006 – Feb 2009 |
-26.18%
Feb 2004 – Feb 2009 |
-10.85%
Dec 1999 – Dec 2009 |
-3.15%
Dec 1999 – Dec 2014 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IX (ORIX Corporation) |
88.31%
Apr 2003 – Apr 2006 |
51.51%
Feb 2009 – Feb 2014 |
24.30%
Feb 2009 – Feb 2019 |
22.10%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart