Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MDNDF (McDonald’s Holdings Company (Japan) Ltd) | 21.43% | 22.51% | 7.66% | 3.50% | 7.74% | nan% | NA | … | … |
Data as of 06/03/2026, Common starting date is 01/27/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MDNDF (McDonald’s Holdings Company (Japan) Ltd) | 01/27/2011 | 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 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 22.51 | 7.66 | 3.50 | 7.74 | nan | NA | … | … | 21.43 | 12.78 | -6.45 | 10.82 | -14.89 | -8.52 | 0.59 | 15.49 | -4.38 | 61.59 | 28.24 | -375.52 | -9.27 | -4.84 | -1,591.64 | -1,112.39 |
| Sharpe Ratio | NA | 0.80 | 0.17 | 0.04 | 0.25 | NA | NA | … | … | 1.91 | 0.33 | -0.53 | 0.34 | -0.86 | -0.64 | 0.01 | 1.54 | -0.40 | 1.37 | 0.81 | NA | -0.75 | -0.28 | NA | NA |
| Standard Deviation(%) | NA | 24.70 | 25.78 | 22.90 | 24.35 | NA | NA | … | … | 30.52 | 29.70 | 19.04 | 21.03 | 19.09 | 13.34 | 25.53 | 9.13 | 14.37 | 44.73 | 34.65 | NA | 12.46 | 17.11 | NA | NA |
| Draw Down(%) | NA | 5.71 | 4.67 | 5.53 | 1.69 | NA | NA | … | … | 0.00 | 1.38 | 5.25 | 0.00 | 5.53 | 4.73 | 11.59 | 0.00 | 2.53 | 7.39 | 11.32 | 375.52 | 16.65 | 11.41 | 1,694.82 | 1,016.95 |
| Yield(%) | 0.00 | 0.88 | 0.99 | 1.11 | 1.69 | 24.57 | 19.41 | … | … | 0.00 | 0.98 | 0.77 | 1.54 | 1.40 | 1.32 | 1.35 | 1.31 | 0.59 | 0.92 | 1.16 | 126.58 | 0.95 | 1.03 | 110.91 | 122.45 |
Data as of 06/03/2026, Common starting date is 01/27/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDNDF (McDonald's Holdings Company (Japan) Ltd) |
-10.54%
Oct 2019 – Oct 2022 |
-4.68%
Oct 2017 – Oct 2022 |
7.68%
Dec 2015 – Dec 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDNDF (McDonald's Holdings Company (Japan) Ltd) |
427.41%
Feb 2011 – Feb 2014 |
134.67%
Sep 2012 – Sep 2017 |
54.53%
Mar 2012 – Mar 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart