Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MBUMY (Mabuchi Motor Co Ltd) | 4.08% | 34.69% | 13.08% | 1.01% | 0.03% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/30/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MBUMY (Mabuchi Motor Co Ltd) | 01/30/2015 | 06/05/2026 |
| 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 (%) | 0.00 | 34.69 | 13.08 | 1.01 | 0.03 | NA | NA | … | … | 4.08 | 10.09 | -11.48 | 23.93 | -12.67 | -16.58 | 13.93 | 26.76 | -41.23 | 0.79 | 3.79 | 32.13 |
| Sharpe Ratio | NA | 0.52 | 0.20 | -0.04 | -0.05 | NA | NA | … | … | 0.53 | 0.25 | -0.89 | 0.76 | -0.50 | -0.64 | 0.26 | 0.96 | -1.15 | 0.01 | 0.09 | 0.92 |
| Standard Deviation(%) | NA | 61.53 | 42.50 | 36.71 | 35.66 | NA | NA | … | … | 15.21 | 29.78 | 20.33 | 26.17 | 28.04 | 25.74 | 52.30 | 26.51 | 37.03 | 18.35 | 39.59 | 38.57 |
| Draw Down(%) | NA | 34.83 | 36.97 | 37.87 | 52.42 | NA | NA | … | … | 5.76 | 13.25 | 19.39 | 10.53 | 28.32 | 25.35 | 26.23 | 9.89 | 49.71 | 19.88 | 28.34 | 34.19 |
| Yield(%) | 0.00 | 0.00 | 0.65 | 0.79 | 1.65 | 1.41 | 1.06 | … | … | 0.00 | 0.00 | 0.00 | 1.92 | 1.53 | 1.29 | 5.02 | 4.12 | 2.28 | 2.18 | 2.09 | 1.27 |
Data as of 06/05/2026, Common starting date is 01/30/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBUMY (Mabuchi Motor Co Ltd) |
-17.63%
Apr 2017 – Apr 2020 |
-11.78%
Feb 2018 – Feb 2023 |
-5.29%
Jun 2015 – Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MBUMY (Mabuchi Motor Co Ltd) |
14.34%
Feb 2023 – Feb 2026 |
5.45%
Dec 2018 – Dec 2023 |
1.83%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart