Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KMTUF (Komatsu Ltd) | 36.99% | 43.10% | 25.01% | 14.78% | 14.24% | 5.92% | NA | … | … |
Data as of 06/12/2026, Common starting date is 06/10/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KMTUF (Komatsu Ltd) | 06/10/2010 | 06/12/2026 |
| 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 (%) | 6.66 | 43.10 | 25.01 | 14.78 | 14.24 | 5.92 | NA | … | … | 36.99 | 23.97 | 10.13 | 27.79 | -2.36 | -13.70 | 12.33 | 23.87 | -41.42 | 62.66 | 45.78 | -25.72 | 12.00 | -14.33 | 9.14 | -21.82 | 73.23 |
| Sharpe Ratio | NA | 0.76 | 0.50 | 0.29 | 0.35 | NA | NA | … | … | 1.46 | 0.51 | 0.17 | 0.94 | -0.11 | -0.45 | 0.30 | 0.87 | -1.30 | 2.46 | 1.39 | -0.99 | 0.50 | -0.51 | 0.30 | -0.08 | 6.13 |
| Standard Deviation(%) | NA | 53.18 | 43.70 | 39.16 | 35.56 | NA | NA | … | … | 68.15 | 41.75 | 39.04 | 25.79 | 33.45 | 30.83 | 40.16 | 25.68 | 33.13 | 25.29 | 32.80 | 26.04 | 23.94 | 28.00 | 30.14 | 260.19 | 26.91 |
| Draw Down(%) | NA | 28.64 | 28.64 | 34.26 | 61.72 | NA | NA | … | … | 28.64 | 18.11 | 23.05 | 22.17 | 30.76 | 29.42 | 41.94 | 16.57 | 46.77 | 10.74 | 12.33 | 32.29 | 10.26 | 28.25 | 36.07 | 88.21 | 6.73 |
| Yield(%) | 0.00 | 4.31 | 6.59 | 4.84 | 6.10 | 2.83 | 3.74 | … | … | 2.07 | 6.94 | 6.08 | 6.73 | 2.89 | 1.79 | 2.72 | 4.94 | 2.06 | 2.25 | 3.37 | 2.19 | 2.66 | 2.08 | 2.34 | 1.69 | 1.19 |
Data as of 06/12/2026, Common starting date is 06/10/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KMTUF (Komatsu Ltd) |
-16.49%
Jan 2013 – Jan 2016 |
-11.76%
Feb 2011 – Feb 2016 |
0.19%
Apr 2012 – Apr 2022 |
3.71%
Dec 2010 – Dec 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KMTUF (Komatsu Ltd) |
33.98%
Feb 2023 – Feb 2026 |
20.15%
Feb 2016 – Feb 2021 |
17.49%
Feb 2016 – Feb 2026 |
7.06%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart