Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| STBFY (Suntory Beverage & Food Ltd) | -13.03% | -18.66% | -11.62% | -7.60% | -5.95% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/21/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STBFY (Suntory Beverage & Food Ltd) | 11/21/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.75 | -18.66 | -11.62 | -7.60 | -5.95 | NA | NA | … | … | -13.03 | -3.47 | -2.07 | -3.47 | -5.98 | 1.63 | -14.20 | -8.26 | 1.32 | 7.22 | -5.67 | 27.78 | -3.23 |
| Sharpe Ratio | NA | -0.85 | -0.61 | -0.36 | -0.29 | NA | NA | … | … | -1.05 | -0.31 | -0.32 | -0.37 | -0.27 | 0.07 | -0.48 | -0.44 | 0.00 | 0.39 | -0.19 | 1.12 | -1.84 |
| Standard Deviation(%) | NA | 21.92 | 24.01 | 24.51 | 24.21 | NA | NA | … | … | 25.23 | 21.05 | 27.40 | 21.30 | 27.55 | 24.01 | 30.19 | 21.89 | 22.32 | 16.96 | 30.71 | 24.76 | 14.78 |
| Draw Down(%) | NA | 22.79 | 33.30 | 41.79 | 49.05 | NA | NA | … | … | 22.79 | 15.13 | 18.57 | 27.58 | 22.20 | 22.77 | 24.77 | 15.95 | 25.34 | 15.19 | 19.21 | 20.68 | 7.03 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 11/21/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STBFY (Suntory Beverage & Food Ltd) |
-11.85%
Apr 2018 – Apr 2021 |
-6.75%
Jan 2018 – Jan 2023 |
-5.40%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STBFY (Suntory Beverage & Food Ltd) |
11.00%
Jan 2015 – Jan 2018 |
4.00%
Jan 2015 – Jan 2020 |
-0.84%
Dec 2014 – Dec 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart