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
MGAAF (Morinaga & Co. Ltd) NA -6.06% nan% nan% NA NA NA
Data as of 05/11/2023, Common starting date is 05/02/2016
More Performance Analytics Comparison
Name Start Date End Date
MGAAF (Morinaga & Co. Ltd) 05/02/2016 05/11/2023
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2023 2022 2021 2020 2019 2018 2017 2016
Annualized Return (%) 0.00 -6.06 nan nan NA NA NA -6.06 -164.49 -14.86 -225.51 -233.55 503.84 1,938.04 92.97
Sharpe Ratio NA -0.37 NA NA NA NA NA -0.08 NA -0.70 NA NA 2.27 6.86 3.96
Standard Deviation(%) NA 24.78 NA NA NA NA NA 159.49 NA 21.18 NA NA 221.73 286.14 42.04
Draw Down(%) NA 12.31 153.97 206.33 NA NA NA 12.31 164.49 18.84 210.16 233.55 32.91 8.91 5.83
Yield(%) 0.00 0.00 62.58 92.29 126.76 84.51 63.38 0.00 222.28 1.69 190.78 174.88 88.89 94.22 0.00
Data as of 05/11/2023, Common starting date is 05/02/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MGAAF (Morinaga & Co. Ltd) -15.46%
Feb 2020 – Feb 2023
176.33%
Feb 2017 – Feb 2022
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MGAAF (Morinaga & Co. Ltd) 128.44%
Apr 2017 – Apr 2020
204.83%
Jun 2016 – Jun 2021
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return