Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KATOF (Kato Sangyo Co. Ltd) | NA | -2.58% | -1.58% | 6.49% | NA | NA | NA | … | … |
Data as of 06/21/2021, Common starting date is 01/14/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KATOF (Kato Sangyo Co. Ltd) | 01/14/2016 | 06/21/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -2.58 | -1.58 | 6.49 | NA | NA | NA | … | … | 0.00 | 2.50 | -9.60 | -2.99 | 55.94 | -0.21 |
| Sharpe Ratio | NA | -1.00 | -0.16 | 0.32 | NA | NA | NA | … | … | 0.00 | 0.21 | -0.46 | -0.59 | 2.01 | -0.04 |
| Standard Deviation(%) | NA | 2.61 | 15.26 | 18.00 | NA | NA | NA | … | … | NA | 10.51 | 24.06 | 7.46 | 27.60 | 10.93 |
| Draw Down(%) | NA | 2.58 | 19.49 | 21.90 | NA | NA | NA | … | … | 0.00 | 5.47 | 19.49 | 8.47 | 0.00 | 8.14 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/21/2021, Common starting date is 01/14/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KATOF (Kato Sangyo Co. Ltd) |
-3.49%
Dec 2017 – Dec 2020 |
6.94%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KATOF (Kato Sangyo Co. Ltd) |
11.91%
Jun 2017 – Jun 2020 |
6.94%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart