Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMFG (Sumitomo Mitsui Financial Group, Inc.) | 19.81% | 54.89% | 45.17% | 30.02% | 18.51% | 14.19% | 3.97% | … | … |
Data as of 06/05/2026, Common starting date is 01/30/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMFG (Sumitomo Mitsui Financial Group, Inc.) | 01/30/2006 | 06/05/2026 |
| 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 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.42 | 54.89 | 45.17 | 30.02 | 18.51 | 14.19 | 3.97 | … | … | 19.81 | 34.58 | 49.07 | 20.70 | 18.11 | 10.05 | -13.75 | 16.65 | -25.09 | 13.74 | 0.66 | 4.26 | -30.60 | 42.92 | 33.21 | -22.50 | 24.74 | -29.28 | -44.64 | -29.66 | -8.81 |
| Sharpe Ratio | NA | 1.62 | 1.35 | 0.91 | 0.60 | NA | NA | … | … | 1.08 | 1.01 | 1.41 | 0.58 | 0.63 | 0.44 | -0.39 | 0.97 | -1.16 | 0.77 | 0.01 | 0.16 | -1.35 | 1.38 | 1.40 | -0.70 | 0.85 | -0.50 | -0.63 | -0.92 | -0.43 |
| Standard Deviation(%) | NA | 27.79 | 30.60 | 28.74 | 26.91 | NA | NA | … | … | 31.61 | 31.90 | 30.50 | 28.53 | 26.82 | 22.92 | 35.66 | 15.88 | 22.75 | 17.06 | 34.33 | 26.16 | 22.71 | 30.97 | 23.85 | 32.41 | 28.91 | 58.55 | 72.06 | 35.59 | 29.84 |
| Draw Down(%) | NA | 20.12 | 25.67 | 27.88 | 47.68 | NA | NA | … | … | 20.12 | 26.85 | 21.41 | 15.17 | 30.00 | 17.89 | 38.29 | 13.11 | 33.75 | 14.09 | 33.86 | 19.87 | 33.65 | 20.39 | 18.87 | 33.38 | 21.14 | 43.30 | 69.43 | 38.35 | 19.15 |
| Yield(%) | 0.00 | 1.81 | 4.51 | 4.48 | 5.17 | 5.41 | 1.35 | … | … | 0.00 | 3.64 | 4.24 | 4.39 | 2.45 | 5.83 | 4.93 | 5.10 | 3.57 | 3.57 | 3.67 | 3.44 | 2.22 | 3.28 | 4.88 | 4.01 | 1.90 | 0.00 | 0.73 | 3.63 | 0.17 |
Data as of 06/05/2026, Common starting date is 01/30/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMFG (Sumitomo Mitsui Financial Group, Inc.) |
-33.55%
Dec 2006 – Dec 2009 |
-22.14%
Oct 2006 – Oct 2011 |
-10.52%
Feb 2006 – Feb 2016 |
-4.51%
Oct 2006 – Oct 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMFG (Sumitomo Mitsui Financial Group, Inc.) |
50.17%
Sep 2022 – Sep 2025 |
32.38%
Jan 2021 – Jan 2026 |
19.87%
Feb 2016 – Feb 2026 |
13.59%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart