Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MKTAY (Makita Corp) | 11.83% | 12.64% | 7.87% | -5.30% | 1.86% | 5.66% | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/03/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MKTAY (Makita Corp) | 05/03/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.82 | 12.64 | 7.87 | -5.30 | 1.86 | 5.66 | NA | … | … | 11.83 | 1.49 | 12.62 | 18.34 | -44.25 | -14.09 | 46.85 | 0.65 | -16.55 | 29.10 | 18.90 | 33.53 | -12.57 | 17.64 | 50.34 | -17.63 | 32.47 |
| Sharpe Ratio | NA | 0.28 | 0.17 | -0.22 | 0.01 | NA | NA | … | … | 0.91 | -0.04 | 0.30 | 0.44 | -1.22 | -0.50 | 1.19 | -0.03 | -0.57 | 1.82 | 0.78 | 1.06 | -0.48 | 0.46 | 1.50 | -0.45 | 1.65 |
| Standard Deviation(%) | NA | 35.34 | 34.48 | 34.50 | 32.03 | NA | NA | … | … | 38.30 | 38.72 | 30.38 | 33.72 | 37.44 | 28.34 | 39.12 | 28.61 | 31.53 | 15.71 | 24.10 | 31.49 | 26.43 | 38.64 | 33.90 | 38.94 | 31.44 |
| Draw Down(%) | NA | 25.39 | 31.94 | 71.52 | 71.52 | NA | NA | … | … | 20.77 | 31.94 | 16.93 | 25.28 | 57.95 | 33.03 | 36.57 | 23.95 | 32.49 | 6.49 | 13.20 | 14.74 | 28.83 | 23.09 | 23.24 | 35.66 | 15.30 |
| Yield(%) | 0.00 | 0.25 | 1.41 | 0.79 | 1.41 | 2.90 | 3.11 | … | … | 0.00 | 2.26 | 1.56 | 0.61 | 1.24 | 1.25 | 1.41 | 1.61 | 0.21 | 2.43 | 3.35 | 4.21 | 2.74 | 2.99 | 5.42 | 4.26 | 1.17 |
Data as of 06/05/2026, Common starting date is 05/03/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MKTAY (Makita Corp) |
-19.60%
Sep 2020 – Sep 2023 |
-14.30%
Oct 2017 – Oct 2022 |
0.00%
Sep 2013 – Sep 2023 |
4.40%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MKTAY (Makita Corp) |
32.06%
Jun 2010 – Jun 2013 |
22.50%
Aug 2012 – Aug 2017 |
15.71%
Aug 2010 – Aug 2020 |
8.48%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart