Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TRUMF (Terumo Corporation) | -15.61% | 1.06% | 3.16% | -1.65% | 11.56% | NA | NA | 7.70% |
Data as of 07/11/2025, AR inception is 04/14/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRUMF (Terumo Corporation) | 04/14/2011 | 07/11/2025 |
| 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 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -11.71 | 1.06 | 3.16 | -1.65 | 11.56 | NA | NA | 7.70 | -15.61 | 21.81 | 12.85 | -31.59 | 0.58 | 22.34 | 28.92 | 17.00 | 43.65 | 8.18 | 33.09 | -6.71 | 29.86 | -17.38 | -7.36 |
| Sharpe Ratio | NA | -0.02 | 0.00 | -0.06 | 0.22 | NA | NA | 0.13 | -0.25 | 0.22 | 0.26 | -0.93 | 0.02 | 0.57 | 1.32 | 0.68 | 2.10 | 0.29 | 1.27 | -0.07 | 0.94 | -0.61 | -0.39 |
| Standard Deviation(%) | NA | 117.18 | 74.64 | 60.85 | 47.01 | NA | NA | 49.78 | 124.46 | 82.50 | 36.16 | 35.77 | 27.86 | 38.70 | 20.87 | 23.19 | 20.59 | 27.73 | 26.08 | 102.76 | 31.56 | 28.57 | 25.76 |
| Draw Down(%) | NA | 25.04 | 26.26 | 47.98 | 47.98 | NA | NA | 54.68 | 22.56 | 21.79 | 23.16 | 35.32 | 19.78 | 25.89 | 13.04 | 11.83 | 10.00 | 26.41 | 12.68 | 54.68 | 12.73 | 27.12 | 19.65 |
| Yield(%) | 0.00 | 1.10 | 1.10 | 0.85 | 1.39 | 1.03 | 0.78 | 1.11 | 0.20 | 0.64 | 2.22 | 0.66 | 0.67 | 0.75 | 0.67 | 0.97 | 1.05 | 0.87 | 1.06 | 1.06 | 0.66 | 0.58 | 0.23 |
Data as of 07/11/2025, AR inception is 04/14/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRUMF (Terumo Corporation) |
-11.30%
Sep 2020 - Sep 2023 |
-0.95%
Sep 2018 - Sep 2023 |
6.46%
Mar 2014 - Mar 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRUMF (Terumo Corporation) |
35.69%
Jun 2015 - Jun 2018 |
28.10%
May 2015 - May 2020 |
15.36%
Nov 2014 - Nov 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart