Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SUMCF (Sumco Corporation) | 194.95% | 331.33% | 28.61% | 7.53% | 46.26% | 31.46% | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/26/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SUMCF (Sumco Corporation) | 06/26/2008 | 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 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 28.24 | 331.33 | 28.61 | 7.53 | 46.26 | 31.46 | NA | … | … | 194.95 | 24.89 | -47.68 | 3.99 | -22.18 | -3.73 | 126.91 | 32.55 | -48.05 | 108.52 | 670.04 | 68.32 | 60.54 | 15.96 | 25.63 | -48.77 | -26.08 | 3,962.50 | -44.05 |
| Sharpe Ratio | NA | 3.05 | 0.32 | 0.06 | 0.57 | NA | NA | … | … | 10.82 | 0.29 | -0.81 | 0.02 | -0.78 | -0.09 | 1.54 | 0.81 | -0.79 | 2.30 | 4.07 | 0.52 | 0.91 | 0.38 | 0.47 | -0.95 | -0.63 | 12.10 | -0.78 |
| Standard Deviation(%) | NA | 87.02 | 69.23 | 58.11 | 76.61 | NA | NA | … | … | 99.02 | 77.50 | 63.45 | 21.23 | 30.53 | 40.03 | 81.86 | 38.27 | 62.91 | 47.24 | 164.44 | 130.88 | 66.22 | 42.22 | 55.13 | 51.55 | 41.80 | 327.58 | 87.77 |
| Draw Down(%) | NA | 37.50 | 69.92 | 76.10 | 77.11 | NA | NA | … | … | 20.28 | 38.48 | 60.47 | 18.74 | 39.34 | 27.64 | 46.17 | 18.42 | 59.77 | 14.64 | 25.03 | 47.19 | 21.74 | 28.13 | 40.09 | 64.21 | 34.78 | 16.85 | 62.80 |
| Yield(%) | 0.00 | 2.05 | 1.41 | 1.81 | 27.39 | 10.92 | 9.51 | … | … | 0.00 | 1.72 | 0.67 | 2.37 | 4.76 | 2.26 | 56.04 | 2.50 | 2.05 | 1.87 | 70.49 | 68.29 | 0.11 | 11.43 | 0.00 | 0.00 | 0.00 | 104.17 | 1.20 |
Data as of 06/04/2026, Common starting date is 06/26/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SUMCF (Sumco Corporation) |
-33.61%
Oct 2009 – Oct 2012 |
-16.73%
Sep 2009 – Sep 2014 |
18.53%
Jul 2015 – Jul 2025 |
19.45%
May 2010 – May 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SUMCF (Sumco Corporation) |
268.22%
Nov 2014 – Nov 2017 |
130.68%
Nov 2012 – Nov 2017 |
93.58%
Nov 2008 – Nov 2018 |
62.29%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison Chart