Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SSUMF (Sumitomo Corporation) | 19.69% | 85.25% | 34.90% | 30.58% | 21.05% | 12.75% | NA | … | … |
Data as of 06/03/2026, Common starting date is 02/23/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SSUMF (Sumitomo Corporation) | 02/23/2010 | 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 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.85 | 85.25 | 34.90 | 30.58 | 21.05 | 12.75 | NA | … | … | 19.69 | 74.32 | 3.79 | 40.01 | 19.56 | 15.50 | -10.24 | 13.23 | -12.57 | 50.55 | 18.86 | 4.03 | -14.36 | 1.80 | -2.45 | -0.12 | 35.18 |
| Sharpe Ratio | NA | 1.68 | 0.84 | 0.80 | 0.63 | NA | NA | … | … | 1.35 | 1.59 | 0.00 | 1.31 | 0.61 | 0.70 | -0.28 | 0.69 | -0.69 | 2.61 | 0.68 | 0.16 | -0.70 | 0.07 | -0.10 | 0.00 | 1.98 |
| Standard Deviation(%) | NA | 53.63 | 44.55 | 38.44 | 32.12 | NA | NA | … | … | 69.91 | 45.09 | 37.75 | 28.09 | 30.01 | 22.05 | 37.35 | 17.08 | 20.23 | 19.23 | 27.60 | 25.06 | 20.44 | 25.96 | 24.47 | 42.71 | 21.17 |
| Draw Down(%) | NA | 20.27 | 30.20 | 30.20 | 39.49 | NA | NA | … | … | 20.27 | 18.40 | 30.20 | 12.79 | 27.89 | 10.79 | 35.07 | 8.27 | 23.44 | 6.74 | 14.94 | 20.75 | 26.42 | 16.64 | 16.66 | 23.37 | 15.06 |
| Yield(%) | 0.00 | 4.04 | 5.22 | 6.54 | 7.81 | 5.05 | 5.01 | … | … | 1.47 | 4.22 | 3.92 | 7.32 | 5.84 | 4.88 | 4.26 | 5.61 | 3.72 | 3.87 | 4.59 | 4.08 | 3.71 | 3.57 | 4.67 | 3.90 | 3.26 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| SSUMF (Sumitomo Corporation) |
-7.42%
Jan 2012 – Jan 2015 |
-4.80%
Feb 2011 – Feb 2016 |
2.50%
Oct 2010 – Oct 2020 |
9.84%
Mar 2010 – Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSUMF (Sumitomo Corporation) |
41.33%
May 2023 – May 2026 |
33.30%
May 2021 – May 2026 |
22.00%
May 2016 – May 2026 |
13.48%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart