Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GMBKF (The Gunma Bank Ltd) | NA | 9.20% | 5.73% | 4.60% | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 06/11/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GMBKF (The Gunma Bank Ltd) | 06/11/2019 | 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 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 9.20 | 5.73 | 4.60 | NA | NA | NA | … | … | 5.02 | 6.42 | 3.94 | 3.27 | 3.05 | -9.07 | -258.62 |
| Sharpe Ratio | NA | 0.98 | 0.54 | 0.68 | NA | NA | NA | … | … | 0.68 | 0.62 | 0.10 | 0.81 | 1.43 | -0.76 | NA |
| Standard Deviation(%) | NA | 6.28 | 4.28 | 3.56 | NA | NA | NA | … | … | 5.74 | 4.53 | 2.74 | 2.28 | 2.12 | 12.24 | NA |
| Draw Down(%) | NA | 0.00 | 0.00 | 0.00 | NA | NA | NA | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 10.23 | 258.62 |
| Yield(%) | 0.00 | 8.61 | 5.48 | 4.44 | 18.40 | 12.27 | 9.20 | … | … | 4.79 | 6.13 | 3.83 | 3.20 | 2.98 | 2.45 | 163.04 |
Data as of 09/26/2025, Common starting date is 06/11/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GMBKF (The Gunma Bank Ltd) |
-1.09%
Sep 2019 – Sep 2022 |
1.37%
Sep 2019 – Sep 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GMBKF (The Gunma Bank Ltd) |
5.73%
Mar 2022 – Mar 2025 |
4.60%
May 2020 – May 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart