Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MITSY (Mitsui & Company Ltd) | 5.06% | 52.33% | 25.30% | 25.09% | 22.78% | 13.19% | 10.81% | … | … |
Data as of 06/05/2026, Common starting date is 08/18/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MITSY (Mitsui & Company Ltd) | 08/18/1995 | 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 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.72 | 52.33 | 25.30 | 25.09 | 22.78 | 13.19 | 10.81 | … | … | 5.06 | 43.78 | 15.10 | 33.09 | 28.34 | 34.10 | 13.89 | 19.41 | -0.86 | 23.09 | 20.65 | -7.66 | -4.22 | -3.41 | -2.91 | -1.24 | 16.85 | 39.34 | -52.20 | 42.07 | 16.53 | 46.64 | 14.57 | 76.42 | -7.07 | -17.59 | -12.53 | 25.56 | -5.39 | -26.09 | -3.78 | 11.11 |
| Sharpe Ratio | NA | 1.65 | 0.69 | 0.72 | 0.77 | NA | NA | … | … | 0.27 | 1.44 | 0.32 | 1.04 | 0.84 | 1.21 | 0.42 | 0.99 | -0.10 | 1.46 | 0.82 | -0.35 | -0.22 | -0.15 | -0.13 | -0.04 | 0.48 | 0.91 | -0.72 | 0.94 | 0.43 | 1.56 | 0.46 | 2.18 | -0.25 | -0.52 | -0.45 | 0.52 | -0.17 | -1.20 | -0.48 | 2.01 |
| Standard Deviation(%) | NA | 30.14 | 32.03 | 31.46 | 27.54 | NA | NA | … | … | 35.66 | 28.50 | 36.08 | 28.47 | 32.00 | 28.23 | 32.48 | 18.10 | 21.93 | 15.41 | 24.92 | 21.66 | 19.19 | 22.79 | 23.28 | 31.60 | 34.74 | 42.90 | 73.18 | 41.70 | 30.36 | 28.47 | 29.36 | 34.68 | 32.90 | 39.13 | 36.85 | 42.74 | 52.39 | 24.73 | 15.36 | 14.74 |
| Draw Down(%) | NA | 24.42 | 36.23 | 36.23 | 36.23 | NA | NA | … | … | 24.42 | 19.14 | 36.23 | 15.19 | 25.98 | 15.84 | 27.54 | 10.90 | 21.68 | 12.67 | 12.32 | 20.50 | 24.83 | 20.16 | 24.73 | 26.60 | 34.06 | 29.75 | 73.15 | 26.70 | 24.11 | 16.42 | 28.05 | 17.92 | 38.67 | 39.86 | 25.38 | 23.56 | 42.59 | 38.41 | 15.78 | 3.96 |
| Yield(%) | 0.00 | 1.80 | 2.13 | 3.43 | 6.85 | 4.02 | 3.76 | … | … | 0.00 | 3.38 | 2.33 | 3.74 | 3.91 | 4.43 | 8.47 | 4.76 | 4.38 | 3.87 | 4.45 | 3.87 | 0.00 | 3.44 | 0.00 | 4.39 | 1.87 | 0.00 | 0.00 | 0.00 | 0.92 | 1.53 | 0.91 | 1.49 | 1.31 | 1.11 | 1.05 | 0.82 | 0.43 | 0.35 | 0.36 | 0.00 |
Data as of 06/05/2026, Common starting date is 08/18/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MITSY (Mitsui & Company Ltd) |
-18.52%
Jul 2007 – Jul 2010 |
-11.06%
Mar 1996 – Mar 2001 |
-3.21%
Oct 2007 – Oct 2017 |
2.17%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MITSY (Mitsui & Company Ltd) |
50.67%
Apr 2003 – Apr 2006 |
41.60%
Oct 2002 – Oct 2007 |
26.03%
Mar 2016 – Mar 2026 |
14.87%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart