Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SURDF (Sumitomo Realty & Development Co. Ltd) | -1.65% | 26.55% | 27.18% | 48.56% | 25.22% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 06/10/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SURDF (Sumitomo Realty & Development Co. Ltd) | 06/10/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.09 | 26.55 | 27.18 | 48.56 | 25.22 | NA | NA | … | … | -1.65 | 57.46 | 4.99 | 34.04 | 283.36 | 10.17 | -26.51 | 6.38 | 9.72 | 17.81 | -1.76 | -22.50 |
| Sharpe Ratio | NA | 0.22 | 0.25 | 0.45 | 0.31 | NA | NA | … | … | -0.27 | 0.37 | 0.04 | 1.35 | 1.80 | 0.29 | -0.45 | 0.72 | 0.38 | 1.10 | -0.09 | -1.34 |
| Standard Deviation(%) | NA | 147.61 | 91.15 | 101.23 | 74.81 | NA | NA | … | … | 50.21 | 148.93 | 38.71 | 22.64 | 157.95 | 34.90 | 58.68 | 6.80 | 22.17 | 15.63 | 22.87 | 27.09 |
| Draw Down(%) | NA | 54.57 | 54.57 | 54.57 | 54.57 | NA | NA | … | … | 30.86 | 52.30 | 28.23 | 9.33 | 21.29 | 22.17 | 42.56 | 4.71 | 12.11 | 3.92 | 14.86 | 22.63 |
| Yield(%) | 0.00 | 2.59 | 3.12 | 15.13 | 9.96 | 4.96 | 3.72 | … | … | 1.75 | 2.54 | 2.17 | 2.64 | 78.61 | 1.43 | 0.95 | 0.82 | 0.77 | 0.86 | 0.73 | 0.24 |
Data as of 06/03/2026, Common starting date is 06/10/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SURDF (Sumitomo Realty & Development Co. Ltd) |
-10.20%
Jan 2018 – Jan 2021 |
-5.27%
Jul 2015 – Jul 2020 |
17.99%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SURDF (Sumitomo Realty & Development Co. Ltd) |
87.75%
Mar 2021 – Mar 2024 |
63.52%
Mar 2021 – Mar 2026 |
27.93%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart