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
JSGCF (LIXIL Corporation) NA -12.18% -1.31% -8.61% 114.61% NA NA
Data as of 05/22/2024, Common starting date is 06/19/2012
More Performance Analytics Comparison
Name Start Date End Date
JSGCF (LIXIL Corporation) 06/19/2012 05/22/2024
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Annualized Return (%) -2.62 -12.18 -1.31 -8.61 114.61 NA NA -5.72 -20.47 -150.58 322.36 -29.92 56.69 -375.94 -435.82 244.18 699.48 1,588.83 -958.14 0.00
Sharpe Ratio NA -0.22 NA NA NA NA NA -0.10 -0.37 NA NA NA NA NA NA NA NA NA NA 0.00
Standard Deviation(%) NA 107.84 NA NA NA NA NA 128.43 85.56 NA NA NA NA NA NA NA NA NA NA NA
Draw Down(%) NA 23.19 307.48 268.07 562.07 NA NA 18.38 26.40 191.20 307.48 188.68 375.94 375.94 392.16 314.47 574.85 562.07 608.59 0.00
Yield(%) 0.00 0.00 122.32 171.27 181.12 74.00 55.50 0.00 0.00 144.14 347.22 425.53 272.48 136.24 134.23 293.26 241.45 262.01 91.65 0.00
Data as of 05/22/2024, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
JSGCF (LIXIL Corporation) -1.41%
Apr 2019 – Apr 2022
43.64%
Oct 2017 – Oct 2022
191.21%
Jun 2013 – Jun 2023
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
JSGCF (LIXIL Corporation) 1,367.09%
May 2013 – May 2016
568.91%
Jul 2012 – Jul 2017
219.39%
Jul 2012 – Jul 2022
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return