Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FANUY (Fanuc Corporation) | 5.91% | 56.33% | 3.96% | -2.04% | -0.33% | 1.89% | NA | … | … |
Data as of 06/10/2026, Common starting date is 01/06/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FANUY (Fanuc Corporation) | 01/06/2010 | 06/10/2026 |
| 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 (%) | -16.92 | 56.33 | 3.96 | -2.04 | -0.33 | 1.89 | NA | … | … | 5.91 | 46.17 | -10.39 | -1.61 | -30.16 | -13.77 | 34.04 | 22.31 | -37.35 | 44.38 | -3.68 | 4.65 | -10.35 | -1.16 | 22.81 | -1.33 | 61.43 |
| Sharpe Ratio | NA | 1.62 | 0.15 | -0.07 | -0.02 | NA | NA | … | … | 0.77 | 1.15 | -0.57 | -0.25 | -1.03 | -0.48 | 0.86 | 0.85 | -1.10 | 2.24 | -0.13 | 0.14 | -0.45 | -0.04 | 0.80 | -0.04 | 1.79 |
| Standard Deviation(%) | NA | 44.70 | 35.69 | 33.08 | 35.33 | NA | NA | … | … | 51.63 | 38.48 | 30.06 | 23.44 | 30.75 | 28.70 | 39.05 | 24.68 | 35.27 | 19.67 | 29.12 | 32.08 | 23.08 | 29.67 | 28.58 | 36.80 | 34.72 |
| Draw Down(%) | NA | 2.24 | 4.84 | 5.18 | 26.11 | NA | NA | … | … | 4.88 | 9.25 | 2.17 | 35.03 | 39.25 | 29.27 | 40.26 | 15.09 | 52.47 | 11.61 | 24.26 | 37.57 | 13.84 | 26.00 | 21.19 | 32.12 | 18.06 |
| Yield(%) | 0.00 | 0.00 | 0.24 | 0.76 | 2.17 | 3.67 | 258.51 | … | … | 0.00 | 0.00 | 0.00 | 2.16 | 1.74 | 1.64 | 1.32 | 3.25 | 3.29 | 2.52 | 3.60 | 9.05 | 3.67 | 2.45 | 8.09 | 7.70 | 5,078.13 |
Data as of 06/10/2026, Common starting date is 01/06/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FANUY (Fanuc Corporation) |
-17.65%
Jan 2021 – Jan 2024 |
-15.72%
Mar 2015 – Mar 2020 |
-7.95%
Apr 2015 – Apr 2025 |
0.64%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FANUY (Fanuc Corporation) |
16.66%
May 2012 – May 2015 |
11.01%
Nov 2010 – Nov 2015 |
4.72%
Nov 2010 – Nov 2020 |
3.01%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart