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
TDBOY (Toyota Boshoku Unsp/Adr) NA 7.82% -3.59% -2.17% -1.09% NA NA
Data as of 09/26/2025, Common starting date is 07/19/2011
More Performance Analytics Comparison
Name Start Date End Date
TDBOY (Toyota Boshoku Unsp/Adr) 07/19/2011 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
Annualized Return (%) 0.00 7.82 -3.59 -2.17 -1.09 NA NA 13.11 -22.12 1.73 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Sharpe Ratio NA 0.26 -0.43 -0.35 -0.29 NA NA 0.78 -1.15 -1.12 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Standard Deviation(%) NA 18.44 16.25 12.58 8.89 NA NA 19.61 22.47 1.72 NA NA NA NA NA NA NA NA NA NA NA NA
Draw Down(%) NA 10.52 27.26 27.26 27.26 NA NA 8.88 27.26 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
Yield(%) 0.00 4.24 2.24 1.35 0.67 0.45 0.34 2.34 3.27 1.70 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 09/26/2025, Common starting date is 07/19/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TDBOY (Toyota Boshoku Unsp/Adr) -7.78%
Jun 2021 – Jun 2024
-4.74%
Jun 2019 – Jun 2024
-2.40%
Jun 2014 – Jun 2024
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TDBOY (Toyota Boshoku Unsp/Adr) 0.57%
Sep 2020 – Sep 2023
0.34%
Sep 2018 – Sep 2023
0.17%
Sep 2013 – Sep 2023
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return