Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KDDIY (KDDI Corp PK) | 0.12% | 3.41% | 2.42% | 0.95% | 2.14% | 4.46% | NA | … | … |
Data as of 06/11/2026, Common starting date is 12/18/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KDDIY (KDDI Corp PK) | 12/18/2008 | 06/11/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.59 | 3.41 | 2.42 | 0.95 | 2.14 | 4.46 | NA | … | … | 0.12 | 10.38 | 1.40 | 4.24 | 3.14 | -1.28 | -0.34 | 25.65 | -4.20 | -2.21 | -2.32 | -18.04 | 2.33 | 75.26 | 9.44 | 12.18 | 7.31 | -23.15 | 0.49 |
| Sharpe Ratio | NA | -0.18 | -0.08 | -0.14 | -0.02 | NA | NA | … | … | -0.47 | 0.36 | -0.26 | 0.00 | 0.08 | -0.07 | -0.02 | 1.33 | -0.22 | -0.18 | -0.09 | -0.39 | 0.09 | 2.59 | 0.47 | 0.41 | 0.26 | -0.60 | 6.06 |
| Standard Deviation(%) | NA | 24.72 | 21.70 | 20.89 | 21.72 | NA | NA | … | … | 30.83 | 21.35 | 20.06 | 17.13 | 21.39 | 19.94 | 27.41 | 18.17 | 24.58 | 16.18 | 29.39 | 46.05 | 25.74 | 29.00 | 20.16 | 29.91 | 27.77 | 38.95 | 2.75 |
| Draw Down(%) | NA | 16.11 | 23.50 | 28.30 | 35.01 | NA | NA | … | … | 11.44 | 16.66 | 23.50 | 14.28 | 22.25 | 19.08 | 22.24 | 14.76 | 25.95 | 13.21 | 22.41 | 40.21 | 19.11 | 16.88 | 11.39 | 24.56 | 27.97 | 37.09 | 0.00 |
| 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 | 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 06/11/2026, Common starting date is 12/18/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KDDIY (KDDI Corp PK) |
-11.00%
Feb 2015 – Feb 2018 |
-5.89%
Mar 2014 – Mar 2019 |
-1.43%
Jun 2014 – Jun 2024 |
4.42%
Jan 2009 – Jan 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KDDIY (KDDI Corp PK) |
31.65%
Jul 2010 – Jul 2013 |
21.81%
Jan 2010 – Jan 2015 |
10.28%
Jul 2010 – Jul 2020 |
7.66%
May 2010 – May 2025 |
Annualized Rolling Returns Comparison Chart