Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UNICY (Unicharm Corp) | 0.36% | -30.37% | -24.33% | -15.11% | -0.96% | 1.55% | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/11/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UNICY (Unicharm Corp) | 10/11/2010 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -7.54 | -30.37 | -24.33 | -15.11 | -0.96 | 1.55 | NA | … | … | 0.36 | -30.27 | -32.80 | -5.12 | -10.77 | -7.61 | 39.88 | 3.48 | 25.71 | 20.97 | 6.37 | -16.39 | 29.33 | 8.53 | 5.37 | 22.20 | -18.46 |
| Sharpe Ratio | NA | -0.76 | -0.70 | -0.52 | -0.06 | NA | NA | … | … | 0.45 | -0.77 | -1.24 | -0.37 | -0.40 | -0.31 | 1.33 | 0.07 | 0.96 | 1.09 | 0.21 | -0.58 | 1.29 | 0.33 | 0.28 | 0.74 | -1.03 |
| Standard Deviation(%) | NA | 33.54 | 34.75 | 31.91 | 29.29 | NA | NA | … | … | 37.65 | 43.20 | 29.31 | 23.62 | 30.51 | 24.40 | 29.57 | 30.41 | 25.53 | 18.73 | 29.84 | 28.20 | 22.77 | 26.07 | 18.95 | 29.82 | 57.55 |
| Draw Down(%) | NA | 32.20 | 58.92 | 63.92 | 66.03 | NA | NA | … | … | 21.45 | 43.84 | 36.19 | 25.13 | 32.29 | 20.99 | 17.37 | 32.52 | 24.07 | 18.74 | 21.43 | 38.50 | 11.69 | 21.59 | 14.12 | 12.47 | 26.23 |
| Yield(%) | 0.00 | 0.00 | 0.38 | 0.56 | 0.75 | 0.70 | 0.44 | … | … | 0.00 | 0.00 | 0.42 | 0.77 | 0.70 | 0.75 | 1.04 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 10/11/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNICY (Unicharm Corp) |
-24.45%
Mar 2023 – Mar 2026 |
-18.19%
Dec 2020 – Dec 2025 |
-1.85%
Feb 2015 – Feb 2025 |
1.75%
Dec 2010 – Dec 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNICY (Unicharm Corp) |
26.82%
Oct 2017 – Oct 2020 |
20.23%
Sep 2015 – Sep 2020 |
14.18%
Nov 2010 – Nov 2020 |
3.45%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart