Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMCAY (SMC Corp Japan) | 18.32% | 8.45% | -11.10% | -7.95% | 4.96% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/11/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMCAY (SMC Corp Japan) | 03/11/2014 | 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 (%) | -3.91 | 8.45 | -11.10 | -7.95 | 4.96 | NA | NA | … | … | 18.32 | -11.35 | -26.52 | 28.24 | -38.57 | 10.68 | 33.54 | 54.20 | -27.64 | 74.30 | -10.95 | -0.19 | 7.85 |
| Sharpe Ratio | NA | 0.30 | -0.29 | -0.27 | 0.13 | NA | NA | … | … | 1.51 | -0.38 | -1.09 | 0.99 | -1.18 | 0.38 | 0.84 | 1.61 | -0.74 | 3.38 | -0.33 | -0.01 | 0.39 |
| Standard Deviation(%) | NA | 41.48 | 34.94 | 33.10 | 33.25 | NA | NA | … | … | 48.78 | 37.80 | 30.60 | 24.46 | 34.09 | 28.00 | 39.53 | 32.87 | 39.25 | 21.90 | 33.74 | 29.69 | 24.67 |
| Draw Down(%) | NA | 23.97 | 52.50 | 59.71 | 59.71 | NA | NA | … | … | 23.97 | 26.46 | 36.26 | 25.01 | 43.56 | 25.13 | 32.07 | 23.14 | 44.73 | 12.44 | 23.22 | 33.86 | 11.91 |
| 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 |
Data as of 06/04/2026, Common starting date is 03/11/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMCAY (SMC Corp Japan) |
-17.00%
Dec 2021 – Dec 2024 |
-11.20%
Nov 2020 – Nov 2025 |
0.76%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMCAY (SMC Corp Japan) |
31.60%
Dec 2018 – Dec 2021 |
23.51%
Dec 2016 – Dec 2021 |
8.35%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart