Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSSMY (MISUMI Group Inc) | 36.87% | 64.74% | -1.40% | -8.31% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 12/23/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSSMY (MISUMI Group Inc) | 12/23/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 64.74 | -1.40 | -8.31 | NA | NA | NA | … | … | 36.87 | 2.49 | -7.74 | -21.98 | -48.37 | 22.84 | 2.56 |
| Sharpe Ratio | NA | 1.42 | -0.12 | -0.22 | NA | NA | NA | … | … | 2.01 | -0.01 | -0.28 | -0.76 | -1.10 | 0.45 | NA |
| Standard Deviation(%) | NA | 44.51 | 42.68 | 43.09 | NA | NA | NA | … | … | 56.27 | 42.45 | 40.28 | 33.76 | 45.24 | 50.69 | NA |
| Draw Down(%) | NA | 21.66 | 45.32 | 73.10 | NA | NA | NA | … | … | 21.66 | 32.94 | 24.18 | 45.86 | 53.97 | 20.33 | NA |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.10 | 0.07 | 0.05 | 0.04 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.75 | 0.00 |
Data as of 06/03/2026, Common starting date is 12/23/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSSMY (MISUMI Group Inc) |
-28.10%
Dec 2021 – Dec 2024 |
-14.04%
Jan 2021 – Jan 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSSMY (MISUMI Group Inc) |
-0.03%
May 2023 – May 2026 |
-4.33%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart