Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSUXF (MISUMI Group Inc) | NA | 5.23% | -11.21% | 13.04% | 90.01% | NA | NA | … | … |
Data as of 04/28/2025, Common starting date is 05/14/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSUXF (MISUMI Group Inc) | 05/14/2013 | 04/28/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.23 | -11.21 | 13.04 | 90.01 | NA | NA | … | … | 8.15 | -0.14 | -23.54 | -49.12 | 164.38 | 149.54 | 263.15 | 84.25 | 595.02 | 420.36 | -338.24 | 20.69 | -300.69 |
| Sharpe Ratio | NA | 0.08 | -0.52 | 0.22 | 1.06 | NA | NA | … | … | 0.63 | -0.29 | -1.01 | -1.17 | 2.01 | 3.40 | 3.22 | 1.06 | 5.68 | 3.97 | NA | NA | NA |
| Standard Deviation(%) | NA | 27.07 | 29.74 | 48.26 | 83.38 | NA | NA | … | … | 30.14 | 23.96 | 27.83 | 43.23 | 81.95 | 43.61 | 81.36 | 78.64 | 105.60 | 105.87 | NA | NA | NA |
| Draw Down(%) | NA | 18.97 | 41.97 | 66.60 | 70.10 | NA | NA | … | … | 3.59 | 18.97 | 35.09 | 49.99 | 8.18 | 0.88 | 2.47 | 32.20 | 3.09 | 7.77 | 345.21 | 242.00 | 300.69 |
| Yield(%) | 0.00 | 2.16 | 1.24 | 19.45 | 89.81 | 127.10 | 95.33 | … | … | 0.91 | 1.96 | 1.64 | 0.61 | 57.44 | 54.42 | 103.00 | 76.39 | 122.74 | 112.66 | 240.19 | 400.95 | 136.41 |
Data as of 04/28/2025, Common starting date is 05/14/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSUXF (MISUMI Group Inc) |
-30.62%
Nov 2021 – Nov 2024 |
17.59%
Jan 2020 – Jan 2025 |
104.28%
Mar 2014 – Mar 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSUXF (MISUMI Group Inc) |
477.85%
Aug 2015 – Aug 2018 |
305.11%
Aug 2015 – Aug 2020 |
134.17%
Jun 2013 – Jun 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart