Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SHMZF (Shimadzu Corporation) | NA | 24.45% | 35.85% | 146.18% | 131.70% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 10/22/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SHMZF (Shimadzu Corporation) | 10/22/2014 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 24.45 | 35.85 | 146.18 | 131.70 | NA | NA | … | … | 22.53 | -9.30 | -7.21 | 988.63 | 119.67 | 790.48 | 397.13 | 231.78 | 0.00 | 0.00 | 99.65 | 0.00 |
| Sharpe Ratio | NA | 1.15 | 0.49 | 1.35 | 1.39 | NA | NA | … | … | 1.34 | -1.19 | -0.38 | 4.92 | 1.62 | 6.09 | 3.12 | 2.90 | 0.00 | 0.00 | 2.66 | 0.00 |
| Standard Deviation(%) | NA | 18.54 | 66.41 | 106.88 | 93.65 | NA | NA | … | … | 21.62 | 10.83 | 29.06 | 202.87 | 73.78 | 128.48 | 126.88 | 80.03 | NA | NA | 37.41 | NA |
| Draw Down(%) | NA | 0.00 | 30.84 | 30.84 | 30.84 | NA | NA | … | … | 0.00 | 10.70 | 23.03 | 16.54 | 10.37 | 0.00 | 21.22 | 1.44 | 0.00 | 0.00 | 4.67 | 0.00 |
| Yield(%) | 0.00 | 3.80 | 23.55 | 68.11 | 104.66 | 113.16 | 84.87 | … | … | 2.25 | 2.30 | 2.05 | 121.95 | 52.40 | 117.65 | 100.00 | 76.92 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 09/26/2025, Common starting date is 10/22/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHMZF (Shimadzu Corporation) |
16.80%
Jan 2015 – Jan 2018 |
92.28%
Jan 2015 – Jan 2020 |
131.70%
Jun 2015 – Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHMZF (Shimadzu Corporation) |
550.24%
Aug 2019 – Aug 2022 |
430.67%
Sep 2017 – Sep 2022 |
138.90%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart