Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KYCCF (Keyence) | 38.83% | 20.96% | -0.38% | 0.81% | 12.51% | 15.11% | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/27/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KYCCF (Keyence) | 04/27/2010 | 06/04/2026 |
| 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 (%) | 2.68 | 20.96 | -0.38 | 0.81 | 12.51 | 15.11 | NA | … | … | 38.83 | -10.42 | -6.22 | 11.82 | -37.76 | 11.75 | 59.79 | 44.23 | -11.26 | 64.47 | 23.93 | 23.62 | 4.67 | 57.13 | 17.03 | -17.62 | 21.36 |
| Sharpe Ratio | NA | 0.39 | -0.06 | -0.05 | 0.35 | NA | NA | … | … | 2.59 | -0.32 | -0.30 | 0.30 | -1.11 | 0.41 | 1.86 | 1.58 | -0.39 | 2.97 | 0.79 | 0.80 | 0.17 | 1.93 | 0.63 | -0.52 | 0.96 |
| Standard Deviation(%) | NA | 43.49 | 37.53 | 35.36 | 32.12 | NA | NA | … | … | 48.60 | 41.70 | 33.09 | 27.71 | 35.33 | 28.43 | 31.83 | 27.09 | 32.14 | 21.60 | 30.06 | 29.66 | 27.56 | 29.55 | 27.15 | 34.10 | 33.76 |
| Draw Down(%) | NA | 22.43 | 34.23 | 53.53 | 53.53 | NA | NA | … | … | 22.23 | 25.55 | 21.88 | 32.38 | 49.43 | 21.59 | 25.85 | 17.37 | 31.43 | 11.07 | 17.45 | 25.19 | 18.47 | 12.24 | 18.88 | 21.21 | 18.42 |
| Yield(%) | 0.00 | 0.59 | 0.63 | 0.61 | 1.23 | 2.18 | 1.79 | … | … | 0.33 | 0.83 | 0.96 | 0.54 | 0.51 | 0.33 | 0.53 | 0.36 | 0.16 | 0.32 | 0.33 | 0.28 | 0.13 | 0.29 | 0.24 | 0.25 | 0.14 |
Data as of 06/04/2026, Common starting date is 04/27/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KYCCF (Keyence) |
-13.26%
Dec 2021 – Dec 2024 |
-8.16%
Dec 2020 – Dec 2025 |
10.37%
Nov 2015 – Nov 2025 |
11.81%
Dec 2010 – Dec 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KYCCF (Keyence) |
38.83%
Sep 2015 – Sep 2018 |
36.90%
Jan 2016 – Jan 2021 |
27.19%
Dec 2011 – Dec 2021 |
15.23%
May 2010 – May 2025 |
Annualized Rolling Returns Comparison Chart