Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
MTSUY (Mitsubishi Corporation) 25.52% 46.20% 35.43% NA NA NA NA
Data as of 06/10/2026, Common starting date is 04/17/2023
More Performance Analytics Comparison
Name Start Date End Date
MTSUY (Mitsubishi Corporation) 04/17/2023 06/10/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023
Annualized Return (%) -7.85 46.20 35.43 NA NA NA NA 25.52 43.79 213.75 28.51
Sharpe Ratio NA 1.67 0.10 NA NA NA NA 2.38 1.37 1.65 0.05
Standard Deviation(%) NA 28.89 348.32 NA NA NA NA 35.80 30.08 127.63 759.75
Draw Down(%) NA 20.29 69.97 NA NA NA NA 20.29 11.79 32.42 69.97
Yield(%) 0.00 1.62 1.00 1.76 0.88 0.59 0.44 0.00 4.03 1.15 5.60
Data as of 06/10/2026, Common starting date is 04/17/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MTSUY (Mitsubishi Corporation) 40.05%
May 2023 – May 2026
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MTSUY (Mitsubishi Corporation) 40.05%
May 2023 – May 2026
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return