Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MIOFF (Milbon Co. Ltd) | NA | 2.18% | 1.93% | 1.64% | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 04/16/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MIOFF (Milbon Co. Ltd) | 04/16/2019 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.18 | 1.93 | 1.64 | NA | NA | NA | … | … | 0.98 | 1.67 | 1.75 | 1.91 | 1.51 | 9.50 | 464.25 |
| Sharpe Ratio | NA | -0.80 | -1.41 | -0.56 | NA | NA | NA | … | … | -2.06 | -2.05 | -1.89 | 0.44 | 1.68 | 1.11 | 7.18 |
| Standard Deviation(%) | NA | 1.08 | 1.06 | 0.95 | NA | NA | NA | … | … | 0.81 | 0.96 | 1.01 | 1.10 | 0.88 | 8.32 | 145.00 |
| Draw Down(%) | NA | 0.00 | 0.00 | 0.00 | NA | NA | NA | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 2.15 | 1.90 | 1.63 | 12.49 | 8.33 | 6.25 | … | … | 0.97 | 1.65 | 1.73 | 1.89 | 1.50 | 0.82 | 115.70 |
Data as of 09/26/2025, Common starting date is 04/16/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIOFF (Milbon Co. Ltd) |
1.39%
Feb 2020 – Feb 2023 |
1.52%
Feb 2020 – Feb 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIOFF (Milbon Co. Ltd) |
84.42%
May 2019 – May 2022 |
45.42%
May 2019 – May 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart