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
SATLF (ZOZO Inc) -12.76% -32.97% -28.79% -25.10% 54.53% NA NA
Data as of 06/04/2026, Common starting date is 04/10/2013
More Performance Analytics Comparison
Name Start Date End Date
SATLF (ZOZO Inc) 04/10/2013 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 2013
Annualized Return (%) 0.00 -32.97 -28.79 -25.10 54.53 NA NA -12.76 -73.57 43.19 -3.82 -20.42 30.65 34.70 124.36 198.08 1,444.02 2,101.52 4,786.74 446.13 171.10
Sharpe Ratio NA -1.49 -0.37 -0.42 0.58 NA NA -1.46 -0.57 0.60 -0.37 -0.48 0.80 0.67 1.37 1.51 9.09 8.71 19.01 3.54 4.23
Standard Deviation(%) NA 23.42 87.08 67.71 91.93 NA NA 21.22 132.91 68.98 20.17 45.74 38.44 51.17 89.97 130.72 160.67 241.15 251.78 126.02 69.01
Draw Down(%) NA 34.34 80.71 80.71 80.71 NA NA 14.75 75.93 19.97 27.61 44.05 24.37 40.67 31.38 43.23 14.98 16.83 6.19 16.66 22.35
Yield(%) 0.00 3.69 3.63 1.93 56.39 163.58 122.69 3.25 0.43 4.47 5.05 1.44 1.75 1.64 67.50 98.01 196.77 142.64 165.53 116.23 69.86
Data as of 06/04/2026, Common starting date is 04/10/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SATLF (ZOZO Inc) -29.95%
Feb 2023 – Feb 2026
-25.64%
May 2021 – May 2026
54.53%
May 2016 – May 2026
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SATLF (ZOZO Inc) 2,860.73%
Aug 2014 – Aug 2017
1,384.63%
May 2013 – May 2018
324.92%
May 2013 – May 2023
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return