Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| YAMCF (Yamaha Corporation) | 17.09% | 1.91% | -39.49% | -6.04% | 6.05% | NA | NA | … | … |
Data as of 04/02/2026, Common starting date is 01/30/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| YAMCF (Yamaha Corporation) | 01/30/2015 | 04/02/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.21 | 1.91 | -39.49 | -6.04 | 6.05 | NA | NA | … | … | 17.09 | -3.41 | -68.33 | -42.77 | 292.01 | -13.33 | 25.34 | 2.40 | 30.64 | 11.77 | 43.36 | 67.86 |
| Sharpe Ratio | NA | -0.04 | -0.66 | -0.10 | 0.07 | NA | NA | … | … | 2.82 | -0.32 | -0.69 | -1.54 | 1.82 | -0.58 | 0.52 | 0.06 | 0.95 | 0.26 | 1.42 | 2.29 |
| Standard Deviation(%) | NA | 23.17 | 64.44 | 88.73 | 67.23 | NA | NA | … | … | 29.62 | 19.78 | 104.84 | 30.29 | 161.13 | 23.23 | 47.72 | 14.69 | 30.80 | 43.31 | 30.47 | 33.03 |
| Draw Down(%) | NA | 12.97 | 82.31 | 85.33 | 85.33 | NA | NA | … | … | 3.98 | 12.97 | 73.89 | 42.77 | 21.36 | 24.36 | 42.11 | 7.91 | 11.52 | 23.18 | 7.25 | 2.65 |
| Yield(%) | 1.20 | 2.38 | 1.28 | 12.78 | 15.79 | 18.15 | 13.62 | … | … | 1.39 | 4.69 | 2.14 | 1.91 | 66.50 | 1.02 | 1.31 | 1.24 | 1.47 | 1.46 | 2.10 | 2.05 |
Data as of 04/02/2026, Common starting date is 01/30/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| YAMCF (Yamaha Corporation) |
-44.44%
Aug 2022 – Aug 2025 |
-9.87%
Dec 2020 – Dec 2025 |
4.80%
Dec 2015 – Dec 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| YAMCF (Yamaha Corporation) |
67.58%
Mar 2020 – Mar 2023 |
52.60%
Mar 2017 – Mar 2022 |
11.80%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart