Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TMICF (Trend Micro Inc.) | NA | -15.31% | 5.44% | -24.89% | nan% | NA | NA | … | … |
Data as of 12/26/2025, Common starting date is 09/07/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TMICF (Trend Micro Inc.) | 09/07/2012 | 12/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -15.31 | 5.44 | -24.89 | nan | NA | NA | … | … | -17.03 | 3.78 | 22.25 | -18.20 | 2.93 | -163.11 | -18.58 | -161.85 | -185.67 | -130.38 | -187.04 | -19.35 | -177.64 | -171.41 |
| Sharpe Ratio | NA | -0.72 | -0.08 | NA | NA | NA | NA | … | … | -0.72 | -0.08 | 0.46 | -0.50 | 0.14 | NA | -1.02 | NA | NA | NA | NA | -0.72 | NA | NA |
| Standard Deviation(%) | NA | 27.87 | 34.69 | NA | NA | NA | NA | … | … | 28.04 | 35.82 | 39.46 | 39.60 | 20.99 | NA | 19.52 | NA | NA | NA | NA | 26.80 | NA | NA |
| Draw Down(%) | NA | 10.49 | 10.86 | 172.46 | 160.83 | NA | NA | … | … | 10.49 | 13.51 | 10.86 | 9.80 | 5.45 | 146.58 | 21.15 | 162.03 | 153.35 | 139.23 | 156.92 | 19.60 | 177.64 | 171.41 |
| Yield(%) | 0.00 | 2.03 | 5.34 | 132.51 | 225.08 | 256.83 | 192.63 | … | … | 0.00 | 2.11 | 11.53 | 2.06 | 364.79 | 329.03 | 2.49 | 301.52 | 414.70 | 348.66 | 393.84 | 2.15 | 339.29 | 238.01 |
Data as of 12/26/2025, Common starting date is 09/07/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TMICF (Trend Micro Inc.) |
-45.96%
Sep 2020 – Sep 2023 |
-41.28%
Mar 2015 – Mar 2020 |
-34.87%
Nov 2012 – Nov 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TMICF (Trend Micro Inc.) |
18.50%
Jun 2022 – Jun 2025 |
-10.92%
Mar 2020 – Mar 2025 |
-27.51%
Feb 2015 – Feb 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart