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
NGKSF (NGK Spark Plug Co. Ltd) NA 47.22% nan% -15.94% NA NA NA
Data as of 02/26/2025, Common starting date is 06/10/2015
More Performance Analytics Comparison
Name Start Date End Date
NGKSF (NGK Spark Plug Co. Ltd) 06/10/2015 02/26/2025
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
Annualized Return (%) 0.00 47.22 nan -15.94 NA NA NA -1.04 48.76 21.70 -153.38 -149.99 -12.18 -26.41 19.63 15.45 -555.42 -18.45
Sharpe Ratio NA 1.05 NA NA NA NA NA NA 1.59 1.12 NA NA -0.25 -1.01 0.83 0.61 NA -0.78
Standard Deviation(%) NA 41.45 NA NA NA NA NA 0.00 37.49 16.23 NA NA 50.04 27.71 22.15 24.31 NA 38.80
Draw Down(%) NA 0.00 191.01 191.01 NA NA NA 1.04 0.00 4.32 153.28 151.39 29.62 23.69 1.60 11.25 555.42 24.81
Yield(%) 0.00 7.54 107.18 108.03 42.09 28.06 21.05 0.00 7.54 7.68 321.33 288.46 2.84 2.31 2.49 2.06 85.17 0.59
Data as of 02/26/2025, Common starting date is 06/10/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NGKSF (NGK Spark Plug Co. Ltd) -42.62%
Apr 2019 – Apr 2022
-29.14%
Apr 2017 – Apr 2022
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NGKSF (NGK Spark Plug Co. Ltd) 6.74%
Sep 2016 – Sep 2019
-15.97%
Sep 2019 – Sep 2024
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return