Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSBHF (Mitsubishi Corp.) | 36.39% | 57.50% | 36.06% | 32.65% | 23.68% | 13.28% | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/10/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSBHF (Mitsubishi Corp.) | 06/10/2010 | 06/04/2026 |
| 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 (%) | -4.71 | 57.50 | 36.06 | 32.65 | 23.68 | 13.28 | NA | … | … | 36.39 | 45.82 | 6.47 | 63.32 | 4.23 | 31.37 | 5.13 | -5.37 | 12.98 | 21.59 | 35.04 | -7.74 | 2.42 | 1.33 | -1.49 | -14.99 | 20.89 |
| Sharpe Ratio | NA | 1.73 | 1.10 | 1.02 | 0.80 | NA | NA | … | … | 3.22 | 1.32 | 0.09 | 2.27 | 0.09 | 1.28 | 0.14 | -0.41 | 0.44 | 1.17 | 1.17 | -0.30 | 0.10 | 0.06 | -0.07 | -0.44 | 2.21 |
| Standard Deviation(%) | NA | 32.55 | 32.17 | 30.99 | 28.10 | NA | NA | … | … | 39.05 | 32.66 | 30.94 | 26.54 | 32.59 | 24.46 | 35.18 | 16.71 | 26.54 | 17.92 | 29.65 | 25.93 | 24.73 | 20.19 | 23.57 | 34.38 | 18.11 |
| Draw Down(%) | NA | 16.24 | 31.51 | 31.51 | 37.83 | NA | NA | … | … | 16.24 | 12.20 | 30.55 | 9.45 | 27.90 | 12.43 | 30.81 | 15.86 | 12.63 | 6.64 | 16.59 | 26.66 | 17.31 | 12.93 | 29.46 | 32.19 | 3.58 |
| Yield(%) | 0.00 | 5.48 | 4.09 | 5.47 | 7.53 | 4.14 | 4.12 | … | … | 3.13 | 4.36 | 5.65 | 11.40 | 3.49 | 4.94 | 5.04 | 4.12 | 3.98 | 3.34 | 3.17 | 2.63 | 3.78 | 3.29 | 3.64 | 3.69 | 1.53 |
Data as of 06/04/2026, Common starting date is 06/10/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSBHF (Mitsubishi Corp.) |
-10.73%
Feb 2011 – Feb 2014 |
-6.59%
Feb 2011 – Feb 2016 |
2.30%
Jul 2010 – Jul 2020 |
11.26%
Jul 2010 – Jul 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSBHF (Mitsubishi Corp.) |
51.72%
Feb 2023 – Feb 2026 |
35.70%
Mar 2021 – Mar 2026 |
25.34%
Feb 2016 – Feb 2026 |
13.83%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison Chart