Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| YMFCF (Yamashin-Filter Corp) | NA | 2.43% | 1.28% | NA | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 07/29/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| YMFCF (Yamashin-Filter Corp) | 07/29/2021 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.43 | 1.28 | NA | NA | NA | NA | … | … | 1.30 | 1.47 | 0.70 | 0.71 | -6.40 |
| Sharpe Ratio | NA | -0.50 | -2.63 | NA | NA | NA | NA | … | … | -1.12 | -2.47 | -6.03 | -1.43 | -1.35 |
| Standard Deviation(%) | NA | 1.23 | 0.81 | NA | NA | NA | NA | … | … | 1.09 | 0.87 | 0.49 | 0.50 | 10.62 |
| Draw Down(%) | NA | 0.02 | 0.02 | NA | NA | NA | NA | … | … | 0.00 | 0.02 | 0.00 | 0.00 | 6.71 |
| Yield(%) | 0.00 | 2.42 | 1.36 | 0.89 | 0.45 | 0.30 | 0.22 | … | … | 1.29 | 1.44 | 0.98 | 0.71 | 0.33 |
Data as of 09/26/2025, Common starting date is 07/29/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| YMFCF (Yamashin-Filter Corp) |
-1.60%
Aug 2021 – Aug 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| YMFCF (Yamashin-Filter Corp) |
1.28%
Mar 2022 – Mar 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart