Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| YATRF (Yamato Holdings Co. Ltd) | NA | 1.66% | 171.78% | 230.09% | 314.77% | NA | NA | … | … |
Data as of 02/05/2024, Common starting date is 05/24/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| YATRF (Yamato Holdings Co. Ltd) | 05/24/2013 | 02/05/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.66 | 171.78 | 230.09 | 314.77 | NA | NA | … | … | 6.85 | -4.91 | 459.75 | 255.44 | 401.35 | 286.70 | 461.49 | 423.64 | 196.68 | 625.79 | 522.39 | 114.51 |
| Sharpe Ratio | NA | -0.04 | NA | NA | NA | NA | NA | … | … | NA | -0.16 | NA | 1.77 | 3.14 | 2.99 | 4.17 | 3.64 | 2.42 | 4.32 | 4.14 | 2.64 |
| Standard Deviation(%) | NA | 68.54 | NA | NA | NA | NA | NA | … | … | 0.00 | 60.71 | NA | 144.55 | 126.73 | 95.56 | 110.48 | 117.26 | 81.12 | 145.00 | 126.07 | 96.41 |
| Draw Down(%) | NA | 13.60 | 347.36 | 347.36 | 347.36 | NA | NA | … | … | 0.00 | 13.60 | 395.74 | 21.88 | 24.46 | 0.00 | 0.00 | 0.00 | 0.00 | 6.43 | 2.57 | 12.99 |
| Yield(%) | 0.00 | 0.00 | 82.54 | 85.37 | 119.42 | 88.21 | 66.15 | … | … | 0.00 | 0.00 | 188.35 | 72.88 | 108.40 | 98.24 | 116.67 | 112.50 | 76.34 | 123.81 | 119.40 | 61.54 |
Data as of 02/05/2024, Common starting date is 05/24/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| YATRF (Yamato Holdings Co. Ltd) |
251.53%
Nov 2020 – Nov 2023 |
286.11%
Nov 2018 – Nov 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| YATRF (Yamato Holdings Co. Ltd) |
468.61%
Apr 2018 – Apr 2021 |
478.07%
Jul 2016 – Jul 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart