Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MTLHF (Mitsubishi Chemical Holdings Corporation) | 27.41% | 44.83% | 12.76% | 3.44% | 6.88% | 3.50% | NA | … | … |
Data as of 04/02/2026, Common starting date is 04/27/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MTLHF (Mitsubishi Chemical Holdings Corporation) | 04/27/2010 | 04/02/2026 |
| 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 (%) | 1.40 | 44.83 | 12.76 | 3.44 | 6.88 | 3.50 | NA | … | … | 27.41 | 15.85 | -8.93 | 25.31 | -28.67 | 21.98 | -14.85 | 8.55 | -28.85 | 63.11 | 8.71 | 38.87 | 7.10 | -4.73 | -26.48 | 8.41 | 30.18 |
| Sharpe Ratio | NA | 0.94 | 0.25 | -0.03 | 0.01 | NA | NA | … | … | 3.44 | 0.30 | -0.35 | 0.94 | -0.85 | 0.02 | -0.20 | 0.23 | -1.04 | 2.85 | 0.19 | 1.69 | 0.55 | -0.17 | -0.61 | 0.56 | 1.77 |
| Standard Deviation(%) | NA | 44.75 | 37.23 | 35.67 | 407.22 | NA | NA | … | … | 45.71 | 44.67 | 36.00 | 23.33 | 35.56 | 1,296.20 | 76.78 | 30.23 | 29.20 | 22.06 | 44.61 | 22.98 | 12.82 | 28.11 | 44.01 | 14.91 | 26.44 |
| Draw Down(%) | NA | 18.57 | 35.24 | 50.94 | 100.00 | NA | NA | … | … | 0.00 | 22.82 | 27.24 | 14.75 | 44.67 | 100.00 | 49.34 | 19.63 | 39.83 | 2.10 | 30.53 | 6.35 | 6.67 | 19.52 | 44.56 | 7.95 | 9.80 |
| Yield(%) | 1.38 | 4.03 | 5.01 | 3.53 | 4.82 | 3.02 | 3.44 | … | … | 1.73 | 4.15 | 5.49 | 6.50 | 3.29 | 3.52 | 3.80 | 4.99 | 2.70 | 2.96 | 2.34 | 2.55 | 2.44 | 2.47 | 2.06 | 2.03 | 1.21 |
Data as of 04/02/2026, Common starting date is 04/27/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTLHF (Mitsubishi Chemical Holdings Corporation) |
-15.47%
Nov 2017 – Nov 2020 |
-12.75%
Oct 2017 – Oct 2022 |
0.11%
Apr 2015 – Apr 2025 |
2.10%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTLHF (Mitsubishi Chemical Holdings Corporation) |
35.04%
Dec 2014 – Dec 2017 |
25.85%
Oct 2012 – Oct 2017 |
7.95%
Mar 2014 – Mar 2024 |
4.64%
Sep 2010 – Sep 2025 |
Annualized Rolling Returns Comparison Chart