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
OSUKF (Otsuka Corporation) NA 100.46% nan% -16.68% NA NA NA
Data as of 01/19/2024, Common starting date is 06/08/2015
More Performance Analytics Comparison
Name Start Date End Date
OSUKF (Otsuka Corporation) 06/08/2015 01/19/2024
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015
Annualized Return (%) 0.00 100.46 nan -16.68 NA NA NA 0.00 96.97 -122.67 18.69 -175.78 0.00 1.79 -145.50 29.60 -177.87
Sharpe Ratio NA 2.29 NA NA NA NA NA 0.00 2.23 NA 0.81 NA 0.00 0.27 NA 1.13 NA
Standard Deviation(%) NA 41.96 NA NA NA NA NA NA 42.09 NA 23.00 NA NA 1.78 NA 25.93 NA
Draw Down(%) NA 5.84 137.51 175.51 NA NA NA 0.00 5.84 137.51 3.02 163.62 0.00 0.00 145.50 0.00 177.87
Yield(%) 0.00 45.11 96.24 119.85 117.21 78.14 58.60 0.00 44.32 258.12 13.08 265.22 0.00 1.76 319.79 22.84 228.42
Data as of 01/19/2024, Common starting date is 06/08/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
OSUKF (Otsuka Corporation) -41.49%
Jan 2020 – Jan 2023
-25.89%
Mar 2018 – Mar 2023
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
OSUKF (Otsuka Corporation) -22.85%
Jul 2015 – Jul 2018
-11.60%
Dec 2016 – Dec 2021
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return