Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMFNF (Sumitomo Mitsui Financial) | 25.16% | 61.24% | 54.16% | 35.26% | 20.57% | 15.62% | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/23/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMFNF (Sumitomo Mitsui Financial) | 02/23/2010 | 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 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 13.51 | 61.24 | 54.16 | 35.26 | 20.57 | 15.62 | NA | … | … | 25.16 | 49.09 | 56.40 | 33.06 | 17.02 | 28.63 | -15.64 | 17.49 | -21.52 | 18.23 | 4.11 | 9.10 | -29.37 | 60.05 | 21.22 | -13.44 | 16.74 |
| Sharpe Ratio | NA | 1.13 | 0.79 | 0.58 | 0.40 | NA | NA | … | … | 0.72 | 0.71 | 0.80 | 0.72 | 0.40 | 0.61 | -0.31 | 0.79 | -1.16 | 0.73 | 0.07 | 0.31 | -1.11 | 1.86 | 0.91 | -0.44 | 0.40 |
| Standard Deviation(%) | NA | 50.43 | 60.36 | 52.97 | 45.96 | NA | NA | … | … | 54.30 | 65.78 | 65.67 | 41.30 | 39.06 | 46.87 | 50.75 | 20.34 | 19.84 | 24.26 | 56.08 | 29.19 | 26.36 | 32.35 | 23.55 | 30.94 | 48.85 |
| Draw Down(%) | NA | 23.72 | 29.15 | 29.15 | 50.92 | NA | NA | … | … | 23.72 | 29.15 | 21.80 | 17.04 | 26.15 | 18.23 | 41.37 | 12.15 | 28.74 | 12.09 | 32.58 | 17.17 | 33.05 | 20.91 | 19.17 | 31.90 | 19.97 |
| Yield(%) | 0.00 | 3.65 | 6.88 | 6.52 | 6.22 | 6.22 | 4.52 | … | … | 1.44 | 5.25 | 6.33 | 11.08 | 4.83 | 6.10 | 4.77 | 5.22 | 3.53 | 3.69 | 3.74 | 3.42 | 2.29 | 3.48 | 4.32 | 3.64 | 3.86 |
Data as of 06/04/2026, Common starting date is 02/23/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMFNF (Sumitomo Mitsui Financial) |
-12.47%
Jun 2013 – Jun 2016 |
-6.89%
Apr 2015 – Apr 2020 |
0.49%
Apr 2010 – Apr 2020 |
10.04%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMFNF (Sumitomo Mitsui Financial) |
54.61%
Oct 2022 – Oct 2025 |
38.77%
Jan 2021 – Jan 2026 |
21.71%
Feb 2016 – Feb 2026 |
14.59%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart