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Performance Comparison
Comparison Box

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% 15.31% 24.02% 0.58% NA NA 0.43%
Data as of 07/22/2025, AR inception is 07/02/2014
More Performance Analytics Comparison
Name Start Date End Date
TOPCF (Topcon Corporation) 07/02/2014 07/22/2025
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 15.31 24.02 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 1.43 0.41 0.47 0.01 NA NA 0.01 1.71 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 73.24 52.44 51.17 51.32 NA NA 49.87 30.18 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 12.23 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 2.69 3.73 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 07/22/2025, 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