Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UHOIF (Ushio Inc) | 33.02% | 103.08% | 23.84% | 12.87% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 01/11/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UHOIF (Ushio Inc) | 01/11/2021 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 103.08 | 23.84 | 12.87 | NA | NA | NA | … | … | 33.02 | 45.61 | 7.73 | 4.52 | -36.00 | 54.45 |
| Sharpe Ratio | NA | 1.79 | 0.51 | 0.31 | NA | NA | NA | … | … | 1.93 | 0.81 | 0.04 | 0.01 | -1.03 | 1.83 |
| Standard Deviation(%) | NA | 56.03 | 39.50 | 37.67 | NA | NA | NA | … | … | 51.09 | 53.82 | 26.50 | 20.75 | 36.52 | 30.57 |
| Draw Down(%) | NA | 24.06 | 35.06 | 47.58 | NA | NA | NA | … | … | 8.94 | 35.06 | 14.61 | 15.83 | 46.11 | 14.15 |
| Yield(%) | 0.00 | 0.00 | 1.91 | 2.10 | 1.39 | 0.93 | 0.70 | … | … | 0.00 | 3.44 | 2.67 | 3.11 | 2.09 | 1.82 |
Data as of 06/03/2026, Common starting date is 01/11/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UHOIF (Ushio Inc) |
-10.35%
Dec 2021 – Dec 2024 |
9.10%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UHOIF (Ushio Inc) |
23.24%
May 2023 – May 2026 |
14.20%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart