Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
YKLTF (Yakult Honsha Co.Ltd) NA -7,387.20% nan% nan% nan% NA NA
Data as of 01/19/2024, Common starting date is 06/18/2012
More Performance Analytics Comparison
Name Start Date End Date
YKLTF (Yakult Honsha Co.Ltd) 06/18/2012 01/19/2024
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 2012
Annualized Return (%) 0.00 -7,387.20 nan nan nan NA NA 0.00 -7,387.20 1,290.14 976.43 370.00 318.18 180.64 143.22 30.12 114.95 94.66 252.11 67.65
Sharpe Ratio NA NA NA NA NA NA NA 0.00 NA 6.94 5.82 3.40 3.14 2.44 2.28 0.60 2.49 2.01 3.42 2.32
Standard Deviation(%) NA NA NA NA NA NA NA NA NA 187.76 167.68 107.94 101.02 73.38 62.89 49.91 46.24 47.02 73.65 70.86
Draw Down(%) NA 1,077.09 1,077.09 1,077.09 1,077.09 NA NA 0.00 1,077.09 0.00 0.00 0.00 0.00 0.00 0.00 21.41 0.00 0.00 0.00 0.00
Yield(%) 0.00 137.80 150.29 133.87 104.26 113.66 85.25 0.00 137.80 145.54 131.91 106.52 102.17 80.43 71.74 41.63 52.02 56.65 82.46 40.35
Data as of 01/19/2024, Common starting date is 06/18/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
YKLTF (Yakult Honsha Co.Ltd) 67.64%
Feb 2015 – Feb 2018
96.20%
May 2013 – May 2018
228.25%
Jul 2012 – Jul 2022
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
YKLTF (Yakult Honsha Co.Ltd) 1,303.44%
Jul 2020 – Jul 2023
736.28%
Jul 2018 – Jul 2023
315.55%
Mar 2013 – Mar 2023
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return