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
PCRFY (Panasonic Corp PK) NA 3.45% -8.42% 3.50% -0.23% 0.54% -0.92% … …
Data as of 04/01/2024, Common starting date is 03/18/1980
More Performance Analytics Comparison
Name Start Date End Date
PCRFY (Panasonic Corp PK) 03/18/1980 04/01/2024
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 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995 1994 1993 1992 1991 1990 1989 1988 1987 1986 1985 1984 1983 1982 1981 1980
Annualized Return (%) -1.68 3.45 -8.42 3.50 -0.23 0.54 -0.92 … … -4.88 17.84 -24.02 -6.15 24.44 4.67 -38.89 44.78 0.30 -13.93 0.94 92.09 -27.65 -40.50 -1.74 15.35 -39.14 1.74 3.66 20.75 15.14 45.21 -23.81 -46.10 -16.22 59.89 14.80 -6.89 -0.76 0.92 20.74 45.16 -20.17 -1.27 -28.05 -20.96 23.24 32.84 96.89 4.67 -28.59 41.19 12.96 28.19 61.24
Sharpe Ratio NA 0.09 -0.38 0.06 -0.05 NA NA … … -0.86 0.50 -0.91 -0.21 0.60 0.14 -1.65 2.43 0.00 -0.53 0.03 2.51 -0.75 -1.35 -0.07 0.45 -0.72 -0.05 0.01 0.82 0.56 1.38 -0.73 -1.23 -0.63 1.57 0.38 -0.39 -0.26 -0.12 0.88 1.74 -0.84 -0.21 -0.99 -1.27 0.67 0.52 2.42 -0.02 -1.18 1.08 0.12 0.43 2.69
Standard Deviation(%) NA 27.96 27.71 30.36 28.02 NA NA … … 25.62 27.29 27.86 30.06 40.18 23.53 24.32 18.27 33.54 26.40 27.26 36.61 37.22 29.93 26.62 34.18 55.46 25.28 27.69 22.71 25.45 32.19 34.35 39.91 31.99 35.99 30.18 26.44 16.23 24.72 20.27 24.59 26.74 24.08 33.67 21.06 27.50 54.67 38.08 24.55 29.94 32.44 44.77 42.17 28.02
Draw Down(%) NA 28.97 47.26 49.31 56.32 NA NA … … 9.41 29.69 40.26 25.61 42.31 23.12 46.96 10.29 27.80 33.89 21.76 22.16 50.48 43.34 28.68 23.62 54.49 20.83 28.00 10.84 19.49 30.39 35.25 53.21 25.33 18.46 23.98 35.30 14.13 19.45 18.68 15.99 29.83 27.96 30.42 26.08 26.49 37.69 21.22 24.18 38.10 24.40 38.98 39.02 14.68
Yield(%) 0.00 1.29 1.50 2.37 1.73 1.60 1.23 … … 0.00 2.70 2.02 1.90 2.48 3.06 2.12 2.19 2.27 0.69 0.68 0.78 0.91 1.42 1.29 0.46 1.97 1.40 1.08 0.95 1.02 1.10 0.64 0.41 4.26 7.01 6.31 6.59 6.83 8.26 5.37 19.04 1.50 7.36 3.71 3.50 4.84 4.38 8.56 6.58 9.91 4.58 0.00 0.00 0.00
Data as of 04/01/2024, Common starting date is 03/18/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PCRFY (Panasonic Corp PK) -33.55%
Mar 2000 – Mar 2003 		-23.61%
Nov 2007 – Nov 2012 		-8.37%
Apr 2006 – Apr 2016 		-5.40%
Nov 1997 – Nov 2012
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PCRFY (Panasonic Corp PK) 69.41%
Jul 1985 – Jul 1988 		45.15%
Sep 1982 – Sep 1987 		22.77%
May 1980 – May 1990 		19.61%
Aug 1985 – Aug 2000
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return