Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KAEPF (The Kansai Electric Power Company Incorporated) | -7.48% | 39.60% | 12.73% | -8.76% | -4.21% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 08/16/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KAEPF (The Kansai Electric Power Company Incorporated) | 08/16/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.07 | 39.60 | 12.73 | -8.76 | -4.21 | NA | NA | … | … | -7.48 | 48.08 | -7.11 | 53.41 | -156.49 | -164.03 | -12.26 | -19.84 | 15.30 | 48.84 | -27.93 | 29.40 | -35.62 | 38.14 | 22.64 |
| Sharpe Ratio | NA | 1.15 | 0.24 | NA | NA | NA | NA | … | … | -0.46 | 1.19 | -0.22 | 1.57 | NA | NA | -0.35 | -0.83 | 1.22 | 1.66 | -1.00 | 0.86 | -0.67 | 0.97 | 1.13 |
| Standard Deviation(%) | NA | 33.77 | 41.22 | NA | NA | NA | NA | … | … | 36.91 | 38.05 | 49.15 | 32.11 | NA | NA | 35.84 | 25.56 | 11.43 | 29.09 | 28.28 | 34.11 | 53.58 | 39.35 | 66.26 |
| Draw Down(%) | NA | 19.56 | 36.87 | 161.24 | 146.27 | NA | NA | … | … | 19.56 | 16.49 | 30.25 | 16.41 | 165.03 | 144.33 | 24.66 | 21.25 | 0.35 | 7.74 | 27.93 | 7.21 | 41.52 | 25.02 | 24.25 |
| Yield(%) | 0.00 | 2.02 | 4.04 | 101.36 | 46.19 | 41.05 | 30.79 | … | … | 0.00 | 4.20 | 4.66 | 6.67 | 268.34 | 271.58 | 4.25 | 3.21 | 2.82 | 4.07 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 08/16/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KAEPF (The Kansai Electric Power Company Incorporated) |
-35.18%
Apr 2019 – Apr 2022 |
-23.77%
Oct 2017 – Oct 2022 |
-9.66%
Dec 2012 – Dec 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KAEPF (The Kansai Electric Power Company Incorporated) |
31.22%
Oct 2022 – Oct 2025 |
15.33%
Sep 2012 – Sep 2017 |
-0.86%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart