Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JSGRY (Lixil Group Corp) | -13.95% | -8.05% | -7.65% | -17.08% | -5.33% | -5.34% | NA | … | … |
Data as of 06/03/2026, Common starting date is 10/18/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JSGRY (Lixil Group Corp) | 10/18/2010 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.91 | -8.05 | -7.65 | -17.08 | -5.33 | -5.34 | NA | … | … | -13.95 | 4.51 | -12.14 | -18.59 | -41.49 | 23.94 | 21.44 | 40.32 | -54.18 | 19.59 | 1.03 | 5.23 | -22.94 | 23.77 | 17.13 | -12.54 | 18.23 |
| Sharpe Ratio | NA | -0.19 | -0.33 | -0.55 | -0.20 | NA | NA | … | … | -0.65 | 0.03 | -0.91 | -0.86 | -1.13 | 0.71 | 0.48 | 1.31 | -1.59 | 0.95 | 0.03 | 0.17 | -0.91 | 0.78 | 0.54 | -0.34 | 4.59 |
| Standard Deviation(%) | NA | 56.61 | 40.07 | 37.84 | 35.55 | NA | NA | … | … | 60.83 | 49.53 | 20.63 | 26.83 | 38.17 | 33.60 | 44.00 | 29.77 | 34.90 | 20.05 | 30.21 | 29.84 | 25.30 | 30.50 | 31.68 | 36.52 | 27.23 |
| Draw Down(%) | NA | 28.86 | 32.81 | 69.33 | 69.33 | NA | NA | … | … | 22.37 | 19.64 | 23.57 | 38.00 | 51.01 | 22.22 | 48.17 | 18.98 | 61.62 | 11.42 | 28.45 | 24.65 | 33.44 | 22.51 | 21.40 | 37.49 | 0.00 |
| 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 |
Data as of 06/03/2026, Common starting date is 10/18/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSGRY (Lixil Group Corp) |
-27.18%
Apr 2021 – Apr 2024 |
-18.42%
Apr 2021 – Apr 2026 |
-9.01%
Jun 2014 – Jun 2024 |
-5.88%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSGRY (Lixil Group Corp) |
28.30%
Dec 2018 – Dec 2021 |
9.60%
Jun 2016 – Jun 2021 |
3.23%
Dec 2011 – Dec 2021 |
-3.13%
Nov 2010 – Nov 2025 |
Annualized Rolling Returns Comparison Chart