Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TOPCF (Topcon Corporation) | 11.48% | 83.21% | 16.98% | 23.76% | 0.58% | NA | NA | 0.43% |
Data as of 07/28/2025, AR inception is 07/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TOPCF (Topcon Corporation) | 07/02/2014 | 07/28/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -11.89 | 83.21 | 16.98 | 23.76 | 0.58 | NA | NA | 0.43 | 11.48 | 81.51 | -8.82 | -18.77 | 16.05 | 0.58 | -3.40 | -36.90 | 42.34 | 11.25 | -34.46 | -5.29 |
| Sharpe Ratio | NA | 1.08 | 0.22 | 0.42 | -0.02 | NA | NA | -0.02 | 0.54 | 1.04 | -0.32 | -0.42 | 0.36 | 0.01 | -0.13 | -0.86 | 1.03 | 0.17 | -0.81 | -0.41 |
| Standard Deviation(%) | NA | 74.38 | 52.70 | 51.45 | 51.47 | NA | NA | 49.97 | 34.27 | 72.33 | 41.25 | 48.39 | 44.78 | 65.15 | 37.53 | 44.79 | 40.51 | 65.63 | 42.37 | 25.22 |
| Draw Down(%) | NA | 22.04 | 41.74 | 51.93 | 76.48 | NA | NA | 76.48 | 14.26 | 27.60 | 41.74 | 29.09 | 25.83 | 61.73 | 28.88 | 53.92 | 15.95 | 39.89 | 50.62 | 12.27 |
| Yield(%) | 0.00 | 3.65 | 2.81 | 3.69 | 1.08 | 0.75 | 0.56 | 1.02 | 0.73 | 3.98 | 3.91 | 1.81 | 1.16 | 1.00 | 1.78 | 0.92 | 1.04 | 1.35 | 0.78 | 0.31 |
Data as of 07/28/2025, AR inception is 07/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TOPCF (Topcon Corporation) |
-26.29%
Jul 2017 - Jul 2020 |
-20.35%
Mar 2015 - Mar 2020 |
-6.64%
Aug 2014 - Aug 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TOPCF (Topcon Corporation) |
27.47%
Jul 2020 - Jul 2023 |
27.31%
Mar 2020 - Mar 2025 |
2.38%
Jun 2015 - Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart