Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OSGSY (Osaka Gas Co. Ltd) | NA | 88.21% | 19.82% | 12.92% | 6.45% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 10/23/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OSGSY (Osaka Gas Co. Ltd) | 10/23/2014 | 09/26/2025 |
| 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 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 88.21 | 19.82 | 12.92 | 6.45 | NA | NA | … | … | 84.58 | 3.94 | 2.35 | -8.98 | 2.70 | 2.57 | 2.31 | -0.16 | 2.36 | 2.44 | 0.62 | 0.00 |
| Sharpe Ratio | NA | 1.72 | 0.48 | 0.42 | 0.25 | NA | NA | … | … | 2.21 | -0.97 | -0.22 | -0.33 | 1.41 | 1.30 | 0.07 | -0.49 | 1.05 | 0.17 | 0.03 | 0.00 |
| Standard Deviation(%) | NA | 49.49 | 34.13 | 26.53 | 20.03 | NA | NA | … | … | 57.63 | 2.73 | 8.66 | 31.33 | 1.90 | 1.79 | 13.26 | 3.00 | 1.65 | 13.31 | 17.52 | NA |
| Draw Down(%) | NA | 3.81 | 25.76 | 25.76 | 25.76 | NA | NA | … | … | 3.81 | 0.00 | 6.72 | 25.76 | 0.00 | 0.00 | 12.45 | 2.46 | 0.00 | 7.19 | 13.90 | 0.00 |
| Yield(%) | 0.00 | 1.93 | 2.23 | 2.41 | 2.08 | 1.56 | 1.17 | … | … | 0.00 | 3.83 | 2.60 | 2.36 | 2.66 | 2.55 | 2.49 | 2.35 | 2.34 | 2.44 | 1.07 | 0.00 |
Data as of 09/26/2025, Common starting date is 10/23/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OSGSY (Osaka Gas Co. Ltd) |
-6.33%
Oct 2019 – Oct 2022 |
-3.44%
Oct 2017 – Oct 2022 |
0.95%
Nov 2014 – Nov 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OSGSY (Osaka Gas Co. Ltd) |
19.82%
Aug 2022 – Aug 2025 |
13.21%
Aug 2020 – Aug 2025 |
6.05%
Aug 2015 – Aug 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart