Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UNCHF (Unicharm Corporation) | 6.00% | -24.08% | -46.58% | -13.39% | 43.62% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 08/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UNCHF (Unicharm Corporation) | 08/06/2012 | 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 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.68 | -24.08 | -46.58 | -13.39 | 43.62 | NA | NA | … | … | 6.00 | -25.23 | -79.39 | 185.14 | -7.68 | -6.15 | 4,855.46 | 9.70 | 23.02 | 20.14 | 7.87 | -16.60 | -56.76 | 9.36 | 757.93 |
| Sharpe Ratio | NA | -0.49 | -0.09 | -0.03 | 0.09 | NA | NA | … | … | -0.04 | -0.40 | -0.11 | 0.22 | -0.06 | -0.21 | 5.77 | 0.33 | 1.29 | 0.68 | 0.23 | -0.51 | -0.50 | 0.35 | 63.72 |
| Standard Deviation(%) | NA | 67.65 | 554.06 | 523.58 | 453.75 | NA | NA | … | … | 69.21 | 71.04 | 791.06 | 847.71 | 161.90 | 30.08 | 828.44 | 25.03 | 16.85 | 28.92 | 32.69 | 32.75 | 112.46 | 27.01 | 351.63 |
| Draw Down(%) | NA | 36.06 | 86.63 | 86.95 | 86.95 | NA | NA | … | … | 29.13 | 41.65 | 80.27 | 72.53 | 73.56 | 22.84 | 72.63 | 17.71 | 15.12 | 23.87 | 18.58 | 37.03 | 67.72 | 20.25 | 12.72 |
| Yield(%) | 0.00 | 1.55 | 0.47 | 2.25 | 9.79 | 12.86 | 9.65 | … | … | 0.00 | 1.42 | 0.54 | 1.87 | 3.04 | 3.13 | 47.35 | 0.82 | 0.85 | 0.74 | 0.74 | 0.49 | 0.95 | 0.69 | 91.07 |
Data as of 06/03/2026, Common starting date is 08/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNCHF (Unicharm Corporation) |
-47.13%
Apr 2023 – Apr 2026 |
-17.56%
Dec 2020 – Dec 2025 |
35.07%
Aug 2014 – Aug 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNCHF (Unicharm Corporation) |
622.76%
Apr 2020 – Apr 2023 |
180.75%
Apr 2018 – Apr 2023 |
66.20%
Oct 2014 – Oct 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart