Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RKUNF (Rakuten Group Inc) | -26.52% | -10.96% | 4.90% | -16.78% | -7.90% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 08/14/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RKUNF (Rakuten Group Inc) | 08/14/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.87 | -10.96 | 4.90 | -16.78 | -7.90 | NA | NA | … | … | -26.52 | 19.41 | 16.25 | 0.69 | -55.44 | 1.46 | 16.50 | 22.99 | -28.11 | -3.22 | -16.98 | -18.17 | -6.00 | 91.37 | -19.59 |
| Sharpe Ratio | NA | -0.31 | 0.02 | -0.30 | -0.17 | NA | NA | … | … | -0.79 | 0.22 | 0.12 | -0.08 | -1.23 | 0.03 | 0.28 | 0.53 | -0.74 | -0.13 | -0.44 | -0.50 | -0.17 | 1.82 | -1.21 |
| Standard Deviation(%) | NA | 71.50 | 70.63 | 61.91 | 53.67 | NA | NA | … | … | 67.51 | 75.38 | 80.77 | 42.94 | 46.43 | 52.02 | 56.98 | 40.80 | 39.80 | 30.13 | 39.31 | 36.74 | 36.23 | 50.08 | 36.71 |
| Draw Down(%) | NA | 39.83 | 42.07 | 73.06 | 76.47 | NA | NA | … | … | 38.33 | 27.85 | 29.93 | 37.05 | 59.30 | 31.99 | 32.91 | 32.30 | 35.30 | 28.77 | 31.94 | 42.16 | 40.15 | 24.27 | 25.94 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 08/14/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RKUNF (Rakuten Group Inc) |
-30.04%
Nov 2020 – Nov 2023 |
-18.61%
Mar 2021 – Mar 2026 |
-12.89%
Nov 2013 – Nov 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RKUNF (Rakuten Group Inc) |
22.05%
Apr 2018 – Apr 2021 |
4.83%
Nov 2012 – Nov 2017 |
-5.00%
Nov 2012 – Nov 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart