Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
MCARY (Mercari Inc) 17.30% 36.55% 3.86% -12.77% NA NA NA
Data as of 06/05/2026, Common starting date is 05/22/2019
More Performance Analytics Comparison
Name Start Date End Date
MCARY (Mercari Inc) 05/22/2019 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
Annualized Return (%) -12.20 36.55 3.86 -12.77 NA NA NA 17.30 85.53 -40.51 -10.03 -60.32 14.02 115.12 -23.07
Sharpe Ratio NA 1.34 0.14 -0.25 NA NA NA 2.43 1.39 -0.82 -0.31 -0.93 0.28 1.55 -0.68
Standard Deviation(%) NA 43.01 51.93 54.81 NA NA NA 41.36 54.58 57.50 46.42 66.74 49.67 73.59 53.33
Draw Down(%) NA 23.59 61.97 84.51 NA NA NA 10.21 24.54 46.03 32.37 73.85 26.16 36.02 38.27
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/05/2026, Common starting date is 05/22/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MCARY (Mercari Inc) -40.88%
Nov 2021 – Nov 2024
-20.56%
Oct 2020 – Oct 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MCARY (Mercari Inc) 12.58%
Mar 2023 – Mar 2026
-4.77%
Mar 2020 – Mar 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return