Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SHMDF (Shimano Inc) | -4.61% | -28.03% | -12.66% | -13.01% | 1.16% | 11.33% | NA | … | … |
Data as of 06/03/2026, Common starting date is 04/25/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SHMDF (Shimano Inc) | 04/25/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.37 | -28.03 | -12.66 | -13.01 | 1.16 | 11.33 | NA | … | … | -4.61 | -20.01 | -8.94 | -1.75 | -42.45 | 16.41 | 121.51 | 13.13 | 2.93 | -9.04 | 0.28 | 21.53 | 50.35 | 36.08 | 57.73 | 15.73 |
| Sharpe Ratio | NA | -0.41 | -0.31 | -0.37 | -0.02 | NA | NA | … | … | -0.30 | -0.37 | -0.31 | -0.16 | -1.08 | 0.50 | 2.05 | 0.42 | 0.07 | -0.47 | 0.00 | 0.69 | 2.05 | 1.36 | 2.18 | 0.65 |
| Standard Deviation(%) | NA | 61.43 | 47.78 | 43.95 | 39.44 | NA | NA | … | … | 41.98 | 61.46 | 40.78 | 34.32 | 40.80 | 32.93 | 58.94 | 27.47 | 20.71 | 20.58 | 28.42 | 31.15 | 24.51 | 26.51 | 26.74 | 36.28 |
| Draw Down(%) | NA | 36.95 | 51.00 | 69.22 | 69.22 | NA | NA | … | … | 14.59 | 37.17 | 33.93 | 27.24 | 48.42 | 19.74 | 23.51 | 16.77 | 19.84 | 19.57 | 13.70 | 25.54 | 9.43 | 11.57 | 15.97 | 20.61 |
| Yield(%) | 0.00 | 1.54 | 1.50 | 1.10 | 6.36 | 15.45 | 11.32 | … | … | 0.00 | 1.63 | 1.24 | 1.97 | 0.78 | 1.21 | 48.66 | 0.96 | 0.98 | 0.86 | 0.90 | 0.81 | 1.01 | 0.74 | 13.92 | 24.18 |
Data as of 06/03/2026, Common starting date is 04/25/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHMDF (Shimano Inc) |
-20.13%
Nov 2021 – Nov 2024 |
-14.06%
Mar 2021 – Mar 2026 |
0.55%
Feb 2016 – Feb 2026 |
11.35%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHMDF (Shimano Inc) |
54.94%
Nov 2011 – Nov 2014 |
36.08%
Nov 2011 – Nov 2016 |
28.35%
Nov 2011 – Nov 2021 |
11.35%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart