Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSLOF (Mitsui O.S.K. Lines Ltd) | 31.16% | 18.11% | 17.01% | 64.47% | 27.91% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 08/20/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSLOF (Mitsui O.S.K. Lines Ltd) | 08/20/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 18.11 | 17.01 | 64.47 | 27.91 | NA | NA | … | … | 31.16 | -16.04 | 20.59 | 40.71 | 3,240.08 | 0.00 | -3.86 | -4.90 | -24.57 | 62.40 | -18.37 | -19.80 | -31.35 | 80.16 | -12.72 |
| Sharpe Ratio | NA | 0.61 | 0.43 | 0.43 | 0.27 | NA | NA | … | … | 3.50 | -0.47 | 0.80 | 1.09 | 5.37 | 0.00 | -1.04 | -1.26 | -0.65 | 1.55 | -0.90 | -0.70 | -1.71 | 2.22 | -0.79 |
| Standard Deviation(%) | NA | 25.21 | 32.15 | 145.00 | 98.86 | NA | NA | … | … | 26.19 | 40.44 | 23.45 | 33.71 | 611.50 | 0.00 | 3.93 | 5.02 | 39.81 | 39.93 | 20.47 | 28.29 | 18.37 | 36.12 | 40.10 |
| Draw Down(%) | NA | 15.04 | 21.95 | 77.95 | 77.95 | NA | NA | … | … | 0.01 | 21.95 | 15.51 | 15.91 | 77.83 | 0.00 | 3.86 | 4.90 | 31.94 | 10.13 | 18.37 | 34.35 | 34.00 | 10.08 | 22.26 |
| Yield(%) | 0.00 | 1.61 | 3.96 | 96.76 | 69.71 | 38.11 | 28.58 | … | … | 0.00 | 1.55 | 6.04 | 7.61 | 5.90 | 449.88 | 1.80 | 2.06 | 0.83 | 150.00 | 82.17 | 1.77 | 1.28 | 0.82 | 0.00 |
Data as of 06/03/2026, Common starting date is 08/20/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSLOF (Mitsui O.S.K. Lines Ltd) |
-23.74%
Sep 2013 – Sep 2016 |
-11.49%
Sep 2013 – Sep 2018 |
13.58%
Jun 2013 – Jun 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSLOF (Mitsui O.S.K. Lines Ltd) |
174.77%
Apr 2019 – Apr 2022 |
80.32%
Dec 2016 – Dec 2021 |
27.10%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart