Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
SNROF (Sanrio Company Ltd) -82.07% -87.83% -24.88% 12.62% 4.47% NA NA
Data as of 06/03/2026, Common starting date is 08/16/2012
More Performance Analytics Comparison
Name Start Date End Date
SNROF (Sanrio Company Ltd) 08/16/2012 06/03/2026
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
Annualized Return (%) 3.54 -87.83 -24.88 12.62 4.47 NA NA -82.07 -4.70 158.54 20.75 139.39 55.09 -22.96 3.87 17.87 -11.24 -13.89 -8.34 -35.52 16.13 11.83
Sharpe Ratio NA -0.54 -0.18 0.08 0.03 NA NA -0.39 -0.15 0.68 0.39 2.44 1.27 -0.43 0.10 0.64 -0.64 -0.45 -0.39 -0.86 0.43 0.97
Standard Deviation(%) NA 168.25 165.68 132.74 96.56 NA NA 256.50 52.46 227.64 44.55 56.84 43.45 54.39 24.08 26.01 18.65 31.66 21.39 41.24 37.79 37.03
Draw Down(%) NA 90.26 90.86 90.86 90.86 NA NA 85.50 42.73 72.20 30.11 16.72 8.55 45.55 21.83 12.40 18.19 21.47 27.22 41.18 32.73 11.46
Yield(%) 0.00 1.64 1.05 11.82 5.45 2.92 2.19 1.26 1.20 0.56 1.03 35.50 0.48 0.98 1.48 1.66 3.74 3.26 2.70 2.10 1.57 0.81
Data as of 06/03/2026, Common starting date is 08/16/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SNROF (Sanrio Company Ltd) -29.51%
Sep 2013 – Sep 2016
-18.14%
Sep 2013 – Sep 2018
2.53%
Sep 2012 – Sep 2022
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SNROF (Sanrio Company Ltd) 161.29%
Mar 2021 – Mar 2024
77.63%
Mar 2020 – Mar 2025
26.42%
Sep 2015 – Sep 2025
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return