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
JPSWF (The Japan Steel Works Ltd) NA 125.62% 31.16% 17.67% 27.21% 8.03% NA
Data as of 11/19/2024, Common starting date is 08/09/2005
More Performance Analytics Comparison
Name Start Date End Date
JPSWF (The Japan Steel Works Ltd) 08/09/2005 11/19/2024
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) 125.62 31.16 17.67 27.21 8.03 NA
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 11/19/2024, Common starting date is 08/09/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
JPSWF (The Japan Steel Works Ltd) -34.08%
Sep 2008 – Sep 2011
-30.69%
Dec 2009 – Dec 2014
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
JPSWF (The Japan Steel Works Ltd) 81.51%
Sep 2021 – Sep 2024
21.33%
Sep 2019 – Sep 2024
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return