Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MKEWF (Makita Corporation) | NA | -258.53% | 11.05% | nan% | 34.65% | NA | NA | … | … |
Data as of 01/29/2025, Common starting date is 08/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MKEWF (Makita Corporation) | 08/06/2012 | 01/29/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -258.53 | 11.05 | nan | 34.65 | NA | NA | … | … | 1.50 | -267.69 | 15.50 | -156.32 | -512.77 | 73.65 | -378.69 | -7.36 | -34.39 | 16.10 | 12.27 | -5.28 | 27.35 | 23.07 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | 0.01 | NA | 0.35 | NA | NA | 1.60 | NA | -0.42 | -0.70 | 1.13 | 0.70 | -0.20 | 1.05 | 2.11 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | 319.32 | NA | 33.79 | NA | NA | 45.64 | NA | 20.88 | 50.52 | 14.09 | 17.55 | 26.04 | 26.07 | 32.50 |
| Draw Down(%) | NA | 231.53 | 184.97 | 978.25 | 390.72 | NA | NA | … | … | 12.61 | 241.21 | 0.00 | 184.97 | 537.27 | 13.86 | 378.69 | 20.58 | 39.47 | 0.00 | 10.57 | 20.97 | 12.57 | 0.00 |
| Yield(%) | 0.00 | 177.02 | 99.47 | 102.04 | 54.71 | 47.66 | 35.75 | … | … | 0.00 | 190.05 | 0.71 | 136.75 | 122.91 | 28.57 | 164.67 | 1.38 | 1.30 | 0.82 | 1.02 | 0.99 | 0.90 | 0.28 |
Data as of 01/29/2025, Common starting date is 08/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MKEWF (Makita Corporation) |
-12.88%
Jan 2016 – Jan 2019 |
-8.09%
Feb 2014 – Feb 2019 |
28.40%
Jun 2014 – Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MKEWF (Makita Corporation) |
176.43%
Nov 2018 – Nov 2021 |
71.35%
Mar 2016 – Mar 2021 |
32.93%
Oct 2014 – Oct 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart