Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FUJIF (FUJIFILM Holdings Corporation) | 6.65% | -0.62% | 3.00% | 84.92% | 45.33% | 31.60% | NA | … | … |
Data as of 06/08/2026, Common starting date is 10/18/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FUJIF (FUJIFILM Holdings Corporation) | 10/18/2006 | 06/08/2026 |
| 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 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.20 | -0.62 | 3.00 | 84.92 | 45.33 | 31.60 | NA | … | … | 6.65 | 10.80 | 2.94 | 13.92 | 480.66 | 291.73 | 11.34 | 23.15 | -1.90 | 9.89 | -3.78 | 36.44 | 9.40 | 40.79 | -9.33 | -34.09 | 16.25 | 38.02 | -46.62 | 1.29 | 10.91 |
| Sharpe Ratio | NA | -0.08 | -0.01 | 0.74 | 0.54 | NA | NA | … | … | 0.30 | 0.17 | -0.02 | 0.47 | 2.24 | 2.83 | 0.23 | 1.21 | -0.16 | 0.67 | -0.23 | 1.52 | 0.46 | 1.37 | -0.37 | -1.11 | 0.91 | 1.10 | -1.29 | -0.09 | 3.83 |
| Standard Deviation(%) | NA | 43.57 | 41.44 | 112.39 | 81.27 | NA | NA | … | … | 45.18 | 47.13 | 43.45 | 22.12 | 215.59 | 103.15 | 48.33 | 17.89 | 20.20 | 13.92 | 17.35 | 23.99 | 20.54 | 29.69 | 25.43 | 30.78 | 17.74 | 34.62 | 36.90 | 20.72 | 16.97 |
| Draw Down(%) | NA | 31.89 | 31.89 | 31.89 | 31.89 | NA | NA | … | … | 17.83 | 23.80 | 23.21 | 12.78 | 26.72 | 14.55 | 27.33 | 15.02 | 11.36 | 8.19 | 13.88 | 10.83 | 15.71 | 10.17 | 35.28 | 40.55 | 19.15 | 25.29 | 53.90 | 11.63 | 0.37 |
| Yield(%) | 0.00 | 1.14 | 1.01 | 32.23 | 29.64 | 26.91 | 16.14 | … | … | 0.00 | 2.30 | 0.68 | 2.82 | 75.00 | 107.45 | 1.88 | 2.05 | 1.73 | 1.73 | 1.61 | 1.90 | 1.89 | 2.06 | 2.09 | 1.18 | 1.03 | 1.23 | 0.82 | 0.63 | 0.00 |
Data as of 06/08/2026, Common starting date is 10/18/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FUJIF (FUJIFILM Holdings Corporation) |
-16.04%
Oct 2009 – Oct 2012 |
-16.90%
Oct 2007 – Oct 2012 |
-0.24%
Jun 2007 – Jun 2017 |
11.32%
Feb 2007 – Feb 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FUJIF (FUJIFILM Holdings Corporation) |
224.42%
Jun 2020 – Jun 2023 |
109.46%
Sep 2019 – Sep 2024 |
55.50%
Jul 2012 – Jul 2022 |
36.06%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart