Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RSNHF (Resona Holdings Inc) | 37.78% | 51.32% | 43.21% | nan% | nan% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/30/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RSNHF (Resona Holdings Inc) | 05/30/2014 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.97 | 51.32 | 43.21 | nan | nan | NA | NA | … | … | 37.78 | 33.42 | 53.99 | -5.84 | -44.39 | -182.08 | -81.12 | -55.81 | -193.68 | 65.11 | -21.87 | -49.12 | -4.38 |
| Sharpe Ratio | NA | 0.66 | 0.54 | NA | NA | NA | NA | … | … | 0.89 | 0.47 | 0.66 | -0.18 | NA | NA | NA | NA | NA | NA | NA | NA | -0.31 |
| Standard Deviation(%) | NA | 74.56 | 73.98 | NA | NA | NA | NA | … | … | 102.94 | 64.73 | 76.23 | 52.67 | NA | NA | NA | NA | NA | NA | NA | NA | 23.44 |
| Draw Down(%) | NA | 34.54 | 39.27 | 178.24 | 238.38 | NA | NA | … | … | 34.54 | 39.27 | 24.59 | 21.85 | 173.37 | 188.33 | 154.22 | 173.12 | 206.64 | 238.38 | 176.26 | 143.84 | 17.57 |
| Yield(%) | 0.00 | 3.17 | 3.58 | 146.55 | 299.70 | 187.03 | 140.27 | … | … | 1.90 | 2.33 | 3.06 | 1.48 | 541.24 | 301.99 | 474.58 | 443.97 | 168.73 | 387.67 | 378.15 | 507.97 | 0.00 |
Data as of 06/04/2026, Common starting date is 05/30/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RSNHF (Resona Holdings Inc) |
-57.50%
Aug 2018 – Aug 2021 |
-50.73%
Sep 2017 – Sep 2022 |
-30.57%
Sep 2014 – Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RSNHF (Resona Holdings Inc) |
43.55%
May 2023 – May 2026 |
-13.62%
Aug 2020 – Aug 2025 |
-17.27%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart