Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
SGSUF (SANGETSU CO LTD) NA 29.37% 12.40% 7.52% 35.31% nan% NA
Data as of 09/26/2025, Common starting date is 12/03/2007
More Performance Analytics Comparison
Name Start Date End Date
SGSUF (SANGETSU CO LTD) 12/03/2007 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 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007
Annualized Return (%) 0.00 29.37 12.40 7.52 35.31 nan NA 25.79 5.78 4.98 1.67 0.00 1.21 0.00 -252.25 -259.43 489.72 -685.95 590.27 404.19 -3.82 15.33 1.12 2.77 0.00 0.00
Sharpe Ratio NA 1.28 0.74 0.51 NA NA NA 1.42 0.54 0.39 0.15 0.00 0.82 0.00 NA NA NA NA 3.00 NA -0.22 0.85 0.06 0.54 0.00 0.00
Standard Deviation(%) NA 20.58 12.17 10.56 NA NA NA 23.78 3.96 3.44 1.66 NA 1.23 NA NA NA NA NA 196.80 NA 17.62 18.08 15.94 4.97 NA NA
Draw Down(%) NA 0.00 0.00 0.00 318.83 NA NA 0.00 0.00 0.00 0.00 0.00 0.00 0.00 252.25 259.43 382.65 224.44 50.22 229.94 12.27 8.53 9.97 1.85 0.00 0.00
Yield(%) 0.00 5.54 4.92 3.19 104.76 47.01 35.01 2.77 5.54 4.80 1.64 0.00 1.19 0.00 165.68 162.72 400.80 166.79 144.23 150.24 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 09/26/2025, Common starting date is 12/03/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SGSUF (SANGETSU CO LTD) 0.40%
Mar 2019 – Mar 2022
2.13%
Mar 2019 – Mar 2024
116.00%
Jan 2008 – Jan 2018
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SGSUF (SANGETSU CO LTD) 457.55%
Jun 2012 – Jun 2015
376.55%
Jun 2013 – Jun 2018
120.61%
Jun 2014 – Jun 2024
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return