Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KDDIF (KDDI Corp.) | -2.27% | 3.67% | 9.85% | nan% | nan% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 06/10/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KDDIF (KDDI Corp.) | 06/10/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.29 | 3.67 | 9.85 | nan | nan | NA | NA | … | … | -2.27 | 8.32 | 19.31 | 8.92 | 9.64 | -230.86 | 6.90 | -196.62 | -0.81 | 1.05 | -440.29 | 10.74 |
| Sharpe Ratio | NA | 0.18 | 0.06 | NA | NA | NA | NA | … | … | -0.11 | 0.05 | 0.35 | 0.21 | 0.33 | NA | 0.17 | NA | -0.09 | 0.02 | NA | 0.67 |
| Standard Deviation(%) | NA | 54.08 | 72.26 | NA | NA | NA | NA | … | … | 45.78 | 111.80 | 44.93 | 25.24 | 24.98 | NA | 37.89 | NA | 24.68 | 18.23 | NA | 29.68 |
| Draw Down(%) | NA | 5.84 | 28.56 | 293.16 | 429.00 | NA | NA | … | … | 6.86 | 39.06 | 3.71 | 2.54 | 0.00 | 230.58 | 20.83 | 169.95 | 8.33 | 0.00 | 429.00 | 20.18 |
| Yield(%) | 0.00 | 1.65 | 5.03 | 40.31 | 59.26 | 47.91 | 35.93 | … | … | 0.00 | 3.65 | 6.04 | 6.73 | 6.74 | 200.80 | 5.66 | 234.22 | 3.48 | 3.21 | 158.50 | 1.25 |
Data as of 06/03/2026, Common starting date is 06/10/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KDDIF (KDDI Corp.) |
3.11%
May 2022 – May 2025 |
3.90%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KDDIF (KDDI Corp.) |
34.54%
May 2016 – May 2019 |
31.15%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart