Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMTOF (Sumitomo Electric Industries Ltd) | NA | 95.31% | 44.25% | 25.31% | 73.82% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 04/09/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMTOF (Sumitomo Electric Industries Ltd) | 04/09/2013 | 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 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 95.31 | 44.25 | 25.31 | 73.82 | NA | NA | … | … | 89.66 | 45.56 | 9.89 | -13.59 | -0.99 | -8.61 | 50.87 | -209.97 | -559.42 | 1,110.13 | 1,354.30 | 2,975.56 | 319.72 |
| Sharpe Ratio | NA | 2.03 | 0.99 | 0.63 | NA | NA | NA | … | … | 2.56 | 1.92 | 0.11 | -0.54 | -0.04 | -0.21 | NA | NA | NA | NA | NA | 11.53 | 4.46 |
| Standard Deviation(%) | NA | 45.54 | 41.28 | 34.20 | NA | NA | NA | … | … | 53.11 | 18.62 | 69.51 | 28.10 | 24.40 | 41.68 | NA | NA | NA | NA | NA | 258.13 | 135.80 |
| Draw Down(%) | NA | 14.07 | 14.07 | 32.13 | 521.65 | NA | NA | … | … | 14.07 | 0.00 | 11.29 | 22.13 | 18.97 | 41.85 | 227.17 | 242.25 | 442.30 | 300.41 | 449.07 | 17.55 | 1.85 |
| Yield(%) | 0.00 | 6.76 | 4.87 | 4.10 | 122.84 | 108.12 | 81.09 | … | … | 3.84 | 6.14 | 0.00 | 2.89 | 2.72 | 1.98 | 371.80 | 148.21 | 162.09 | 247.88 | 261.58 | 145.19 | 80.00 |
Data as of 09/26/2025, Common starting date is 04/09/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMTOF (Sumitomo Electric Industries Ltd) |
-7.65%
Dec 2019 – Dec 2022 |
1.09%
Aug 2018 – Aug 2023 |
109.01%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMTOF (Sumitomo Electric Industries Ltd) |
1,822.56%
Feb 2014 – Feb 2017 |
961.60%
May 2013 – May 2018 |
229.10%
Sep 2013 – Sep 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart