Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SUCEF (Sumitomo Osaka Cement Co. Ltd) | 13.19% | 18.80% | 8.88% | nan% | 9.37% | 10.08% | NA | … | … |
Data as of 06/11/2026, Common starting date is 04/07/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SUCEF (Sumitomo Osaka Cement Co. Ltd) | 04/07/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 18.80 | 8.88 | nan | 9.37 | 10.08 | NA | … | … | 13.19 | 4.96 | 16.09 | -11.56 | 2.52 | -158.90 | -356.28 | 7.16 | 1.46 | 4.37 | 14.77 | 43.24 | -23.30 | 6.44 | 41.21 | -11.86 |
| Sharpe Ratio | NA | 0.75 | 0.35 | NA | NA | NA | NA | … | … | 1.11 | 0.20 | 1.40 | -0.97 | 0.42 | NA | NA | 0.02 | 0.05 | 1.41 | 0.81 | 2.08 | -1.06 | 0.24 | 1.52 | -0.29 |
| Standard Deviation(%) | NA | 21.18 | 16.24 | NA | NA | NA | NA | … | … | 27.94 | 6.34 | 11.80 | 15.84 | 2.63 | NA | NA | 315.86 | 1.71 | 2.64 | 17.94 | 20.81 | 22.01 | 26.28 | 27.39 | 55.28 |
| Draw Down(%) | NA | 5.07 | 9.72 | 188.68 | 356.16 | NA | NA | … | … | 5.07 | 0.00 | 0.00 | 13.04 | 0.96 | 188.68 | 352.94 | 89.99 | 0.65 | 0.00 | 9.55 | 0.00 | 27.45 | 22.20 | 12.11 | 25.29 |
| Yield(%) | 0.00 | 3.12 | 3.67 | 45.59 | 32.39 | 35.08 | 22.30 | … | … | 1.51 | 1.56 | 5.08 | 4.73 | 3.40 | 140.79 | 140.84 | 23.19 | 2.20 | 2.09 | 2.13 | 2.04 | 1.25 | 2.16 | 1.85 | 0.00 |
Data as of 06/11/2026, Common starting date is 04/07/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SUCEF (Sumitomo Osaka Cement Co. Ltd) |
-50.45%
Jan 2016 – Jan 2019 |
-33.49%
Feb 2014 – Feb 2019 |
6.53%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SUCEF (Sumitomo Osaka Cement Co. Ltd) |
152.81%
Jan 2019 – Jan 2022 |
71.15%
Mar 2019 – Mar 2024 |
12.50%
Dec 2011 – Dec 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart