Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TM (Toyota Motor Corporation) | -7.67% | 0.35% | 2.52% | 8.56% | 4.33% | 7.17% | 5.33% | 6.52% |
Data as of 08/01/2025, AR inception is 04/13/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TM (Toyota Motor Corporation) | 04/13/1993 | 08/01/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.67 | 0.35 | 2.52 | 8.56 | 4.33 | 7.17 | 5.33 | 6.52 | -7.67 | 8.80 | 34.27 | -26.29 | 19.88 | 13.62 | 22.69 | -5.81 | 12.10 | -3.31 | -1.94 | 2.92 | 30.75 | 41.01 | -15.90 | -5.76 | 29.52 | -37.51 | -19.43 | 28.38 | 29.66 | 20.43 | 30.98 | 4.83 | -18.54 | -35.04 | 83.81 | -7.00 | 0.03 | 36.51 | 1.45 | 31.10 | 4.94 |
| Sharpe Ratio | NA | -0.09 | -0.03 | 0.26 | 0.12 | NA | NA | 0.18 | -0.45 | 0.08 | 1.32 | -1.01 | 0.92 | 0.46 | 1.59 | -0.37 | 0.94 | -0.15 | -0.10 | 0.18 | 1.28 | 1.89 | -0.64 | -0.24 | 0.87 | -0.75 | -1.12 | 1.19 | 1.54 | 0.84 | 1.09 | 0.12 | -0.62 | -1.20 | 2.25 | -0.27 | -0.12 | 1.83 | -0.12 | 1.67 | 0.17 |
| Standard Deviation(%) | NA | 32.07 | 27.03 | 25.93 | 23.52 | NA | NA | 26.60 | 35.13 | 27.05 | 22.92 | 27.43 | 21.65 | 29.12 | 13.38 | 19.45 | 12.32 | 23.47 | 20.16 | 16.06 | 23.97 | 21.90 | 24.71 | 24.44 | 33.73 | 50.79 | 20.08 | 21.14 | 17.90 | 23.08 | 27.73 | 31.82 | 34.20 | 32.66 | 35.83 | 37.97 | 29.76 | 17.92 | 20.06 | 16.81 | 28.76 |
| Draw Down(%) | NA | 20.49 | 37.74 | 38.36 | 38.36 | NA | NA | 60.33 | 18.80 | 34.38 | 13.12 | 38.36 | 11.45 | 24.57 | 7.23 | 18.06 | 12.80 | 20.13 | 21.99 | 15.20 | 11.75 | 16.48 | 35.54 | 25.44 | 18.92 | 49.16 | 22.18 | 22.65 | 12.66 | 12.59 | 23.54 | 22.24 | 37.58 | 41.63 | 15.54 | 30.23 | 19.57 | 11.74 | 17.26 | 11.14 | 19.71 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.33 | 1.17 | 1.44 | 1.40 | 2.60 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 2.98 | 1.57 | 3.07 | 3.18 | 1.46 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.82 | 0.87 | 1.36 | 1.72 | 0.00 | 1.48 | 1.21 | 0.98 | 0.83 | 0.61 | 0.44 | 0.47 | 0.26 | 0.24 | 0.34 | 0.48 | 0.23 | 0.42 |
Data as of 08/01/2025, AR inception is 04/13/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TM (Toyota Motor Corporation) |
-23.84%
Mar 2000 - Mar 2003 |
-12.36%
Dec 2006 - Dec 2011 |
-2.04%
Jun 2000 - Jun 2010 |
1.70%
Dec 1996 - Dec 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TM (Toyota Motor Corporation) |
38.67%
Apr 2003 - Apr 2006 |
22.45%
Dec 2001 - Dec 2006 |
12.25%
Dec 2011 - Dec 2021 |
10.67%
Mar 2009 - Mar 2024 |
Annualized Rolling Returns Comparison Chart