Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KBSTF (Kobe Steel Ltd) | 2.57% | -6.68% | 24.06% | 15.22% | 7.89% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 04/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KBSTF (Kobe Steel Ltd) | 04/19/2012 | 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 (%) | 0.00 | -6.68 | 24.06 | 15.22 | 7.89 | NA | NA | … | … | 2.57 | 27.22 | -12.76 | 182.56 | -2.94 | 0.91 | -6.25 | -32.61 | -10.39 | 967.50 | -91.93 | -28.00 | 26.01 | 57.65 | -42.95 |
| Sharpe Ratio | NA | -0.19 | 0.46 | 0.31 | 0.05 | NA | NA | … | … | 0.08 | 0.43 | -0.53 | 3.93 | -0.18 | 0.02 | -0.12 | -1.14 | -0.31 | 3.98 | -0.40 | -0.82 | 1.06 | 0.97 | -0.80 |
| Standard Deviation(%) | NA | 48.29 | 44.83 | 41.38 | 115.15 | NA | NA | … | … | 51.93 | 51.93 | 32.85 | 46.17 | 24.92 | 43.61 | 53.44 | 29.81 | 38.17 | 245.64 | 231.95 | 34.08 | 24.59 | 59.27 | 69.44 |
| Draw Down(%) | NA | 31.75 | 31.75 | 41.56 | 90.00 | NA | NA | … | … | 31.75 | 20.29 | 25.51 | 15.96 | 16.26 | 34.97 | 39.29 | 33.33 | 30.51 | 39.92 | 91.93 | 43.65 | 5.37 | 16.11 | 51.01 |
| Yield(%) | 0.00 | 3.91 | 10.17 | 7.27 | 4.34 | 2.00 | 1.50 | … | … | 2.20 | 5.40 | 7.24 | 17.51 | 5.44 | 3.40 | 0.00 | 1.07 | 3.93 | 9.78 | 0.00 | 2.10 | 4.25 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 04/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KBSTF (Kobe Steel Ltd) |
-58.17%
Dec 2013 – Dec 2016 |
-25.37%
Jul 2015 – Jul 2020 |
-8.83%
Jun 2012 – Jun 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KBSTF (Kobe Steel Ltd) |
86.11%
Dec 2016 – Dec 2019 |
43.57%
Dec 2016 – Dec 2021 |
7.90%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart