Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
SZKMF (Suzuki Motor Corporation) -21.70% -4.27% 15.85% 96.67% 58.88% 52.37% NA
Data as of 06/05/2026, Common starting date is 02/17/2009
More Performance Analytics Comparison
Name Start Date End Date
SZKMF (Suzuki Motor Corporation) 02/17/2009 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 2010 2009
Annualized Return (%) -0.17 -4.27 15.85 96.67 58.88 52.37 NA -21.70 49.11 3.22 28.53 -13.31 -671.17 -143.25 400.11 -14.65 65.42 238.63 4.47 15.04 96.36 108.42 23.82 0.68 62.78
Sharpe Ratio NA -0.14 0.08 0.54 NA NA NA -0.86 0.55 0.00 0.87 -0.35 NA NA 2.26 -0.54 2.82 1.71 0.16 0.78 1.32 1.73 0.46 0.02 1.91
Standard Deviation(%) NA 61.81 135.76 179.02 NA NA NA 54.74 83.95 215.33 28.92 42.43 NA NA 176.07 29.96 23.06 139.33 27.71 19.19 73.19 63.26 51.24 25.76 38.81
Draw Down(%) NA 34.51 77.49 77.49 144.45 NA NA 33.07 23.48 77.49 14.33 36.89 129.10 146.51 25.91 31.30 8.12 22.62 18.21 13.44 22.76 29.59 24.26 23.28 12.79
Yield(%) 0.00 2.42 1.68 21.51 191.88 152.37 160.49 1.04 3.06 1.22 3.09 1.73 540.82 344.58 76.65 1.05 0.99 58.87 0.66 0.72 41.85 39.50 28.74 0.60 0.90
Data as of 06/05/2026, Common starting date is 02/17/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SZKMF (Suzuki Motor Corporation) -27.10%
Aug 2018 – Aug 2021
20.09%
Oct 2019 – Oct 2024
30.81%
Apr 2011 – Apr 2021
49.12%
Oct 2009 – Oct 2024
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SZKMF (Suzuki Motor Corporation) 221.78%
May 2016 – May 2019
100.51%
Apr 2021 – Apr 2026
77.75%
Sep 2011 – Sep 2021
55.26%
Mar 2009 – Mar 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return