Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NGKIF (NGK Insulators Ltd) | 85.91% | 197.98% | 53.12% | 21.96% | 9.27% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 08/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NGKIF (NGK Insulators Ltd) | 08/06/2012 | 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 (%) | 5.05 | 197.98 | 53.12 | 21.96 | 9.27 | NA | NA | … | … | 85.91 | 81.80 | 6.44 | -0.41 | -25.01 | 15.64 | 18.41 | 1.47 | -27.76 | -4.21 | -11.54 | 8.20 | 62.87 | 14.29 | 5.87 |
| Sharpe Ratio | NA | 4.15 | 1.27 | 0.60 | 0.21 | NA | NA | … | … | 7.96 | 1.62 | 0.10 | -0.20 | -1.06 | 0.36 | 0.42 | 0.00 | -0.47 | -0.36 | -0.41 | 0.17 | 1.58 | 0.36 | 0.48 |
| Standard Deviation(%) | NA | 47.05 | 38.02 | 34.01 | 36.18 | NA | NA | … | … | 44.40 | 49.77 | 27.03 | 21.00 | 24.91 | 43.27 | 42.74 | 13.97 | 62.31 | 13.75 | 28.48 | 48.61 | 39.66 | 39.38 | 31.96 |
| Draw Down(%) | NA | 13.75 | 19.04 | 35.62 | 47.05 | NA | NA | … | … | 6.55 | 14.82 | 18.59 | 14.07 | 33.95 | 21.32 | 21.17 | 12.33 | 45.56 | 16.55 | 24.74 | 22.24 | 13.90 | 15.21 | 16.65 |
| Yield(%) | 0.00 | 1.71 | 3.67 | 2.71 | 1.99 | 3.09 | 2.32 | … | … | 0.00 | 3.57 | 4.81 | 4.82 | 2.87 | 2.94 | 2.43 | 3.43 | 2.32 | 1.83 | 1.55 | 1.20 | 1.78 | 1.75 | 1.13 |
Data as of 06/03/2026, Common starting date is 08/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NGKIF (NGK Insulators Ltd) |
-15.09%
Dec 2015 – Dec 2018 |
-10.82%
Jun 2018 – Jun 2023 |
-5.21%
Aug 2014 – Aug 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NGKIF (NGK Insulators Ltd) |
53.12%
May 2023 – May 2026 |
22.82%
May 2021 – May 2026 |
9.27%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart