Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OSCUF (Japan Exchange Group Inc) | 15.19% | 14.22% | -4.11% | 155.11% | 71.02% | 14.44% | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/26/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OSCUF (Japan Exchange Group Inc) | 06/26/2008 | 06/04/2026 |
| 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 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 9.99 | 14.22 | -4.11 | 155.11 | 71.02 | 14.44 | NA | … | … | 15.19 | -11.96 | -37.64 | 45.86 | 178.19 | 3,731.04 | 50.10 | -1.68 | 3.16 | 12.19 | 5.15 | 25.39 | -11.31 | 197.24 | -99.13 | 11.66 | 2.66 | 19.27 | -14.58 |
| Sharpe Ratio | NA | 0.10 | -0.11 | 0.78 | 0.50 | NA | NA | … | … | 0.32 | -0.15 | -0.47 | 1.87 | 1.20 | 9.60 | 1.11 | -0.19 | 0.06 | 0.45 | 0.12 | 0.83 | -0.26 | 3.62 | -0.21 | 0.21 | 0.04 | 0.21 | -0.20 |
| Standard Deviation(%) | NA | 91.65 | 82.76 | 193.20 | 137.56 | NA | NA | … | … | 78.91 | 97.68 | 87.67 | 22.76 | 147.95 | 388.61 | 44.51 | 16.50 | 29.86 | 25.47 | 40.78 | 30.73 | 43.49 | 54.52 | 469.65 | 54.73 | 57.75 | 89.45 | 137.35 |
| Draw Down(%) | NA | 25.29 | 64.86 | 64.86 | 64.86 | NA | NA | … | … | 23.41 | 23.72 | 60.33 | 9.23 | 33.51 | 20.35 | 18.46 | 17.23 | 16.86 | 12.15 | 22.79 | 20.30 | 33.22 | 34.61 | 99.17 | 28.51 | 35.32 | 58.00 | 60.42 |
| Yield(%) | 0.00 | 1.22 | 2.14 | 34.65 | 31.79 | 0.14 | 0.10 | … | … | 0.00 | 3.64 | 1.97 | 2.89 | 69.19 | 108.74 | 3.07 | 2.14 | 3.19 | 2.78 | 2.29 | 2.39 | 1.46 | 1.15 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 06/26/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OSCUF (Japan Exchange Group Inc) |
-78.47%
Dec 2009 – Dec 2012 |
-53.23%
Jul 2008 – Jul 2013 |
-28.22%
Mar 2010 – Mar 2020 |
10.41%
Jan 2010 – Jan 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OSCUF (Japan Exchange Group Inc) |
489.36%
Mar 2021 – Mar 2024 |
212.97%
Jul 2019 – Jul 2024 |
90.60%
Dec 2012 – Dec 2022 |
21.99%
Apr 2009 – Apr 2024 |
Annualized Rolling Returns Comparison Chart