Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TYIDF (Toyota Industries Corp) | 12.52% | 4.50% | 32.44% | 66.20% | 40.51% | 29.27% | NA | … | … |
Data as of 05/29/2026, Common starting date is 02/17/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TYIDF (Toyota Industries Corp) | 02/17/2009 | 05/29/2026 |
| 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 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.98 | 4.50 | 32.44 | 66.20 | 40.51 | 29.27 | NA | … | … | 12.52 | 60.86 | -7.72 | 52.68 | -32.06 | 714.16 | 40.99 | 17.14 | -17.74 | 35.99 | -9.51 | 3.65 | 19.23 | 43.24 | 21.18 | -10.50 | 6.45 | 41.70 |
| Sharpe Ratio | NA | 0.09 | 0.75 | 0.64 | 0.54 | NA | NA | … | … | 1.42 | 1.16 | -0.34 | 1.45 | -1.27 | 3.38 | 1.19 | 0.72 | -0.76 | 1.67 | -0.34 | 0.14 | 0.86 | 1.75 | 0.89 | -0.38 | 0.26 | 1.32 |
| Standard Deviation(%) | NA | 21.50 | 38.72 | 99.24 | 72.48 | NA | NA | … | … | 21.85 | 51.00 | 33.03 | 34.21 | 26.37 | 211.23 | 33.98 | 21.72 | 25.09 | 21.30 | 28.59 | 26.60 | 22.24 | 24.75 | 23.86 | 27.94 | 24.45 | 37.03 |
| Draw Down(%) | NA | 14.10 | 33.19 | 43.69 | 43.69 | NA | NA | … | … | 5.35 | 15.28 | 33.19 | 15.93 | 37.38 | 15.07 | 24.42 | 10.20 | 25.81 | 10.24 | 27.14 | 24.68 | 16.14 | 14.98 | 20.09 | 25.39 | 22.21 | 16.98 |
| Yield(%) | 0.00 | 1.56 | 3.34 | 20.00 | 22.58 | 22.36 | 23.68 | … | … | 0.85 | 1.35 | 3.21 | 3.88 | 1.74 | 102.45 | 2.41 | 2.86 | 2.06 | 2.35 | 2.18 | 1.66 | 1.67 | 2.05 | 2.25 | 2.05 | 1.73 | 1.00 |
Data as of 05/29/2026, Common starting date is 02/17/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TYIDF (Toyota Industries Corp) |
-2.24%
Oct 2021 – Oct 2024 |
-2.60%
Mar 2015 – Mar 2020 |
7.01%
Mar 2010 – Mar 2020 |
24.46%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TYIDF (Toyota Industries Corp) |
141.17%
Oct 2018 – Oct 2021 |
83.00%
May 2020 – May 2025 |
40.69%
Sep 2011 – Sep 2021 |
29.98%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart