Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RICOY (Ricoh Company Ltd) | 4.43% | 2.50% | 5.45% | -2.49% | 3.25% | 4.72% | 2.33% | … | … |
Data as of 06/03/2026, Common starting date is 10/07/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RICOY (Ricoh Company Ltd) | 10/07/2003 | 06/03/2026 |
| 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 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.86 | 2.50 | 5.45 | -2.49 | 3.25 | 4.72 | 2.33 | … | … | 4.43 | -18.71 | 51.02 | 3.71 | -18.36 | 46.08 | -39.23 | 17.46 | 6.56 | 16.08 | -16.39 | 2.31 | 10.51 | 9.51 | 46.31 | -24.04 | 12.23 | 14.65 | -22.35 | -2.54 | 17.17 | -7.71 | -1.45 | 7.40 |
| Sharpe Ratio | NA | -0.06 | 0.06 | -0.10 | 0.04 | NA | NA | … | … | 0.18 | -0.49 | 1.07 | 0.00 | -0.39 | 1.03 | -0.57 | 0.54 | 0.16 | 0.51 | -0.51 | 0.08 | 0.43 | 0.28 | 1.12 | -0.63 | 0.41 | 0.34 | -0.39 | -0.17 | 0.40 | -0.16 | -0.08 | 1.12 |
| Standard Deviation(%) | NA | 45.52 | 45.19 | 44.91 | 43.89 | NA | NA | … | … | 48.60 | 44.24 | 44.28 | 40.60 | 51.39 | 44.82 | 69.11 | 29.46 | 32.53 | 30.12 | 32.84 | 28.00 | 24.42 | 33.49 | 41.80 | 38.13 | 29.73 | 42.19 | 60.01 | 34.06 | 34.55 | 63.84 | 30.08 | 31.10 |
| Draw Down(%) | NA | 25.37 | 32.63 | 42.12 | 50.04 | NA | NA | … | … | 25.37 | 28.35 | 19.08 | 23.63 | 26.21 | 29.98 | 50.04 | 18.37 | 21.75 | 16.18 | 24.56 | 23.36 | 14.98 | 24.68 | 36.60 | 38.05 | 27.46 | 29.83 | 54.45 | 24.95 | 17.37 | 33.21 | 19.07 | 10.82 |
| Yield(%) | 0.00 | 1.44 | 2.15 | 1.54 | 2.39 | 4.76 | 3.30 | … | … | 0.00 | 2.32 | 2.72 | 2.20 | 1.67 | 2.78 | 1.72 | 2.55 | 1.68 | 3.51 | 3.54 | 2.73 | 14.21 | 8.28 | 18.23 | 15.15 | 7.73 | 0.00 | 9.09 | 8.52 | 1.18 | 1.01 | 0.83 | 0.00 |
Data as of 06/03/2026, Common starting date is 10/07/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RICOY (Ricoh Company Ltd) |
-12.70%
Nov 2005 – Nov 2008 |
-10.25%
Jul 2007 – Jul 2012 |
-0.61%
Feb 2014 – Feb 2024 |
-0.10%
Apr 2007 – Apr 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RICOY (Ricoh Company Ltd) |
25.87%
May 2012 – May 2015 |
17.51%
Nov 2008 – Nov 2013 |
9.44%
Nov 2008 – Nov 2018 |
5.63%
Nov 2009 – Nov 2024 |
Annualized Rolling Returns Comparison Chart