Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SUTNY (Sumitomo Mitsui Trust Holdings PK) | 17.26% | 33.09% | 25.88% | 16.26% | 7.92% | 5.67% | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/04/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SUTNY (Sumitomo Mitsui Trust Holdings PK) | 04/04/2011 | 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 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.50 | 33.09 | 25.88 | 16.26 | 7.92 | 5.67 | NA | … | … | 17.26 | 30.43 | 25.73 | 9.59 | 0.88 | 9.29 | -20.61 | 11.02 | -12.16 | 14.16 | -7.35 | 1.06 | -28.73 | 53.33 | 21.48 | -17.92 |
| Sharpe Ratio | NA | 0.95 | 0.75 | 0.42 | 0.20 | NA | NA | … | … | 0.93 | 1.05 | 0.66 | 0.19 | -0.02 | 0.39 | -0.60 | 0.54 | -0.56 | 0.70 | -0.19 | 0.04 | -1.19 | 1.22 | 0.71 | -0.43 |
| Standard Deviation(%) | NA | 26.38 | 28.62 | 27.80 | 27.11 | NA | NA | … | … | 32.45 | 26.74 | 29.32 | 27.72 | 28.48 | 23.55 | 34.85 | 17.76 | 23.89 | 19.37 | 39.93 | 29.04 | 24.14 | 43.55 | 30.30 | 54.18 |
| Draw Down(%) | NA | 19.11 | 22.16 | 26.84 | 43.41 | NA | NA | … | … | 19.11 | 22.16 | 17.18 | 13.40 | 26.84 | 20.82 | 37.12 | 19.39 | 20.00 | 14.02 | 34.64 | 26.00 | 31.90 | 31.36 | 32.57 | 27.68 |
| 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 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 04/04/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SUTNY (Sumitomo Mitsui Trust Holdings PK) |
-15.19%
Apr 2013 – Apr 2016 |
-11.11%
Jul 2015 – Jul 2020 |
-3.34%
Apr 2013 – Apr 2023 |
5.05%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SUTNY (Sumitomo Mitsui Trust Holdings PK) |
28.00%
Sep 2022 – Sep 2025 |
17.32%
Jan 2021 – Jan 2026 |
9.42%
Feb 2016 – Feb 2026 |
5.05%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart