Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
TYTMF (Tokyo Tatemono Co. Ltd) 0.00% 19.78% 19.45% 12.54% 10.50% NA NA
Data as of 01/02/2026, Common starting date is 02/05/2013
More Performance Analytics Comparison
Name Start Date End Date
TYTMF (Tokyo Tatemono Co. Ltd) 02/05/2013 01/02/2026
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
Annualized Return (%) 0.00 19.78 19.45 12.54 10.50 NA NA 0.00 30.49 33.17 -1.93 -6.12 12.83 19.59 10.74 -12.71 11.23 14.84 47.57 -24.09 123.43
Sharpe Ratio NA 0.81 0.59 0.46 0.36 NA NA NA 0.75 0.72 -0.56 -0.37 1.65 0.41 0.89 -0.45 1.31 1.41 0.66 -0.68 1.87
Standard Deviation(%) NA 34.24 27.23 22.06 24.49 NA NA 0.00 34.86 39.49 11.17 20.27 7.77 46.85 10.55 31.12 8.16 10.40 72.18 35.24 76.62
Draw Down(%) NA 7.82 9.78 19.96 48.10 NA NA 0.00 7.82 7.54 9.78 18.35 1.92 34.75 10.37 29.05 2.63 1.75 22.75 26.72 21.21
Yield(%) 0.00 0.00 2.50 3.39 3.70 3.22 2.41 0.00 0.00 1.84 5.80 4.67 4.70 3.52 3.33 2.17 1.96 2.06 0.94 0.56 0.90
Data as of 01/02/2026, Common starting date is 02/05/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TYTMF (Tokyo Tatemono Co. Ltd) -11.14%
Mar 2017 – Mar 2020
-1.89%
May 2018 – May 2023
4.71%
Apr 2013 – Apr 2023
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TYTMF (Tokyo Tatemono Co. Ltd) 34.08%
May 2015 – May 2018
26.29%
Mar 2013 – Mar 2018
15.26%
Nov 2015 – Nov 2025
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return