Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MITEF (Mitsubishi Estate Co. Ltd) | 3.07% | 36.86% | 30.83% | nan% | nan% | nan% | NA | … | … |
Data as of 06/03/2026, Common starting date is 02/17/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MITEF (Mitsubishi Estate Co. Ltd) | 02/17/2009 | 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 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -7.60 | 36.86 | 30.83 | nan | nan | nan | NA | … | … | 3.07 | 77.12 | 7.91 | 5.81 | -376.93 | -7.33 | -14.37 | 24.94 | -11.00 | -11.17 | -4.64 | -3.11 | -27.43 | 26.80 | 62.42 | -19.22 | 15.23 | 41.31 |
| Sharpe Ratio | NA | 1.10 | 0.78 | NA | NA | NA | NA | … | … | 0.22 | 2.53 | 0.12 | 0.09 | NA | -0.32 | -0.30 | 1.61 | -0.70 | -0.51 | -0.21 | -0.16 | -0.79 | 0.84 | 2.06 | -0.62 | 0.62 | 1.14 |
| Standard Deviation(%) | NA | 38.69 | 35.12 | NA | NA | NA | NA | … | … | 49.38 | 29.99 | 37.12 | 23.36 | NA | 22.91 | 49.05 | 14.61 | 17.87 | 23.23 | 23.31 | 19.32 | 34.73 | 31.94 | 30.58 | 31.22 | 24.35 | 42.22 |
| Draw Down(%) | NA | 0.00 | 6.34 | 724.03 | 664.02 | NA | NA | … | … | 2.46 | 3.71 | 0.00 | 4.85 | 406.81 | 23.20 | 38.16 | 3.37 | 23.42 | 19.67 | 14.09 | 16.06 | 31.47 | 28.39 | 18.37 | 27.89 | 22.53 | 18.68 |
| Yield(%) | 0.00 | 0.84 | 2.78 | 25.48 | 12.06 | 9.05 | 10.32 | … | … | 0.00 | 2.16 | 3.10 | 3.26 | 141.30 | 2.00 | 1.40 | 1.91 | 1.33 | 0.87 | 0.72 | 0.51 | 0.37 | 0.51 | 1.02 | 0.82 | 0.81 | 1.31 |
Data as of 06/03/2026, Common starting date is 02/17/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MITEF (Mitsubishi Estate Co. Ltd) |
-14.64%
Apr 2013 – Apr 2016 |
-11.94%
Apr 2013 – Apr 2018 |
-1.18%
Jan 2011 – Jan 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MITEF (Mitsubishi Estate Co. Ltd) |
40.95%
Feb 2023 – Feb 2026 |
13.50%
Apr 2009 – Apr 2014 |
3.51%
Oct 2009 – Oct 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart