Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TOTDF (Toto Ltd) | -3.12% | -8.72% | -6.45% | 142.34% | 60.51% | NA | NA | 56.78% |
Data as of 04/28/2025, AR inception is 08/23/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TOTDF (Toto Ltd) | 08/23/2012 | 04/28/2025 |
| 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 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -8.72 | -6.45 | 142.34 | 60.51 | NA | NA | 56.78 | -3.12 | 21.64 | -23.46 | 1,836.89 | 222.83 | 39.89 | 24.11 | -16.47 | 12.63 | 20.08 | 62.50 | -30.87 | 106.59 | 2.03 |
| Sharpe Ratio | NA | -0.32 | -0.36 | 0.82 | 0.49 | NA | NA | 0.49 | -0.10 | 0.79 | -1.38 | 5.71 | 1.52 | 1.04 | 1.01 | -0.38 | 0.84 | 0.80 | 1.10 | -1.58 | 3.29 | 0.19 |
| Standard Deviation(%) | NA | 46.96 | 30.43 | 170.27 | 119.01 | NA | NA | 106.66 | 114.92 | 24.51 | 20.22 | 325.21 | 146.32 | 37.88 | 22.49 | 46.89 | 14.27 | 24.79 | 56.84 | 19.53 | 32.39 | 31.54 |
| Draw Down(%) | NA | 25.33 | 32.97 | 39.60 | 47.50 | NA | NA | 47.50 | 10.89 | 13.35 | 32.69 | 29.78 | 23.59 | 29.22 | 11.15 | 40.49 | 5.35 | 10.55 | 23.53 | 34.31 | 4.37 | 14.80 |
| Yield(%) | 0.00 | 1.22 | 2.13 | 48.55 | 31.33 | 39.11 | 29.33 | 48.88 | 0.00 | 2.58 | 3.03 | 86.03 | 67.73 | 1.61 | 2.32 | 1.22 | 1.61 | 1.80 | 2.16 | 1.44 | 2.46 | 1.01 |
Data as of 04/28/2025, AR inception is 08/23/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TOTDF (Toto Ltd) |
-6.68%
Mar 2017 - Mar 2020 |
3.82%
Jan 2014 - Jan 2019 |
58.41%
Jan 2014 - Jan 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TOTDF (Toto Ltd) |
396.76%
Mar 2020 - Mar 2023 |
158.12%
Mar 2017 - Mar 2022 |
76.73%
Nov 2012 - Nov 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart