Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OTSKF (Otsuka Holdings Co. Ltd) | NA | 18.25% | 17.16% | 13.69% | 6.74% | NA | NA | … | … |
Data as of 04/16/2025, Common starting date is 08/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OTSKF (Otsuka Holdings Co. Ltd) | 08/06/2012 | 04/16/2025 |
| 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 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 18.25 | 17.16 | 13.69 | 6.74 | NA | NA | … | … | -16.36 | 47.37 | 25.84 | -6.12 | -14.16 | 0.05 | 10.02 | -4.13 | 5.13 | 25.81 | 16.67 | 13.05 | -13,991.14 | 1,080.08 |
| Sharpe Ratio | NA | 0.14 | 0.26 | 0.29 | 0.15 | NA | NA | … | … | -0.60 | 0.69 | 0.86 | -0.41 | -0.57 | 0.00 | 0.39 | -0.19 | 0.18 | 1.00 | 0.72 | 0.55 | NA | 121.89 |
| Standard Deviation(%) | NA | 87.38 | 38.41 | 38.68 | 33.14 | NA | NA | … | … | 73.16 | 63.58 | 25.23 | 18.57 | 24.91 | 55.42 | 22.16 | 28.43 | 24.81 | 25.54 | 23.22 | 23.64 | NA | 411.51 |
| Draw Down(%) | NA | 3.26 | 7.25 | 0.00 | 1.31 | NA | NA | … | … | 8.65 | 8.28 | 4.69 | 7.25 | 9.78 | 22.40 | 5.25 | 4.69 | 4.65 | 3.44 | 2.08 | 0.00 | 1,065.31 | 6.67 |
| Yield(%) | 0.00 | 0.91 | 2.79 | 3.76 | 3.09 | 20.67 | 15.50 | … | … | 0.00 | 0.95 | 3.36 | 3.48 | 3.20 | 3.22 | 2.29 | 2.02 | 2.10 | 2.61 | 2.71 | 3.58 | 214.29 | 87.77 |
Data as of 04/16/2025, 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 |
|---|---|---|---|---|
| OTSKF (Otsuka Holdings Co. Ltd) |
-12.56%
Mar 2017 – Mar 2020 |
-7.11%
Apr 2018 – Apr 2023 |
4.94%
May 2014 – May 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OTSKF (Otsuka Holdings Co. Ltd) |
20.97%
Feb 2015 – Feb 2018 |
15.68%
Oct 2019 – Oct 2024 |
10.92%
Oct 2014 – Oct 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart