Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TOELF (Tokyo Electron Ltd.) | 60.62% | 130.63% | 40.76% | 22.73% | 34.96% | 24.90% | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/06/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TOELF (Tokyo Electron Ltd.) | 01/06/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.68 | 130.63 | 40.76 | 22.73 | 34.96 | 24.90 | NA | … | … | 60.62 | 61.21 | -17.16 | 85.14 | -47.57 | 55.77 | 70.57 | 113.45 | -38.18 | 110.03 | 56.79 | -20.06 | 41.76 | 19.51 | -6.34 | -18.14 | -1.89 |
| Sharpe Ratio | NA | 1.60 | 0.58 | 0.37 | 0.75 | NA | NA | … | … | 2.52 | 0.91 | -0.38 | 2.19 | -1.18 | 1.42 | 1.66 | 4.12 | -1.09 | 3.62 | 3.34 | -0.59 | 1.64 | 0.64 | -0.23 | -0.63 | -0.07 |
| Standard Deviation(%) | NA | 65.97 | 57.87 | 51.36 | 43.30 | NA | NA | … | … | 69.96 | 64.20 | 55.24 | 37.66 | 41.54 | 39.28 | 42.02 | 27.19 | 36.32 | 30.36 | 16.95 | 34.28 | 25.46 | 30.26 | 27.66 | 28.81 | 30.48 |
| Draw Down(%) | NA | 31.42 | 53.43 | 58.77 | 58.77 | NA | NA | … | … | 21.35 | 31.42 | 48.23 | 13.72 | 58.70 | 19.47 | 26.91 | 17.56 | 43.99 | 11.66 | 0.00 | 35.65 | 19.62 | 22.65 | 28.17 | 31.01 | 29.90 |
| Yield(%) | 0.00 | 1.09 | 2.85 | 1.51 | 8.28 | 7.68 | 5.00 | … | … | 0.00 | 3.77 | 2.54 | 2.43 | 1.86 | 2.30 | 2.45 | 4.44 | 3.60 | 4.09 | 3.50 | 1.87 | 1.49 | 0.90 | 1.29 | 2.55 | 0.83 |
Data as of 06/05/2026, Common starting date is 01/06/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TOELF (Tokyo Electron Ltd.) |
-10.90%
Mar 2010 – Mar 2013 |
-2.09%
Apr 2010 – Apr 2015 |
13.91%
Mar 2010 – Mar 2020 |
15.80%
Mar 2010 – Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TOELF (Tokyo Electron Ltd.) |
78.33%
Dec 2018 – Dec 2021 |
52.51%
Apr 2016 – Apr 2021 |
34.22%
May 2016 – May 2026 |
24.52%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart