Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TKPHF (Takeda Pharmaceutical Co. Ltd.) | 0.84% | 13.58% | 3.55% | nan% | nan% | nan% | NA | … | … |
Data as of 06/03/2026, Common starting date is 06/26/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TKPHF (Takeda Pharmaceutical Co. Ltd.) | 06/26/2008 | 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.08 | 13.58 | 3.55 | nan | nan | nan | NA | … | … | 0.84 | 18.02 | -0.24 | -1.23 | -157.84 | -22.36 | -4.60 | 24.00 | -38.75 | 41.31 | -15.37 | 25.57 | -6.11 | 6.73 | 6.70 | -5.33 | 23.56 | -15.94 | 0.24 |
| Sharpe Ratio | NA | 0.41 | 0.00 | NA | NA | NA | NA | … | … | -0.01 | 0.34 | -0.10 | -0.20 | NA | -0.78 | -0.11 | 0.80 | -1.36 | 2.37 | -0.57 | 1.25 | -0.46 | 0.27 | 0.35 | -0.31 | 1.07 | -0.43 | 0.00 |
| Standard Deviation(%) | NA | 44.61 | 40.88 | NA | NA | NA | NA | … | … | 49.00 | 44.91 | 39.55 | 25.15 | NA | 28.59 | 44.10 | 28.25 | 29.69 | 17.23 | 27.44 | 20.48 | 13.31 | 24.71 | 18.87 | 17.11 | 21.90 | 37.39 | 157.87 |
| Draw Down(%) | NA | 0.00 | 6.10 | 167.43 | 145.21 | NA | NA | … | … | 1.33 | 7.34 | 3.44 | 6.10 | 150.33 | 30.40 | 38.20 | 23.78 | 46.04 | 6.91 | 19.06 | 18.18 | 12.83 | 22.16 | 10.93 | 17.92 | 11.29 | 41.05 | 56.85 |
| Yield(%) | 0.00 | 4.90 | 4.82 | 59.17 | 24.52 | 16.18 | 11.53 | … | … | 2.23 | 2.57 | 6.71 | 6.49 | 333.05 | 4.48 | 4.25 | 4.95 | 2.92 | 3.90 | 3.40 | 3.64 | 3.71 | 4.18 | 5.04 | 4.67 | 4.92 | 3.78 | 1.59 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| TKPHF (Takeda Pharmaceutical Co. Ltd.) |
-14.59%
Oct 2017 – Oct 2020 |
-6.45%
Mar 2015 – Mar 2020 |
-1.01%
Dec 2011 – Dec 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TKPHF (Takeda Pharmaceutical Co. Ltd.) |
14.51%
Dec 2014 – Dec 2017 |
11.24%
Mar 2009 – Mar 2014 |
5.88%
Mar 2009 – Mar 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart