Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TYIDY (Toyota Industries Corporation) | 11.86% | 12.58% | 25.54% | 9.08% | 13.92% | 12.15% | NA | … | … |
Data as of 06/10/2026, Common starting date is 01/21/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TYIDY (Toyota Industries Corporation) | 01/21/2010 | 06/10/2026 |
| 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 (%) | 3.85 | 12.58 | 25.54 | 9.08 | 13.92 | 12.15 | NA | … | … | 11.86 | 39.95 | 2.35 | 52.02 | -30.33 | 2.25 | 40.29 | 34.20 | -28.34 | 29.87 | -5.26 | 6.63 | 14.03 | 45.62 | 21.59 | -12.35 | -0.54 |
| Sharpe Ratio | NA | 0.27 | 0.59 | 0.17 | 0.39 | NA | NA | … | … | 0.67 | 0.95 | -0.03 | 1.46 | -1.00 | 0.08 | 1.25 | 1.38 | -1.12 | 1.59 | -0.16 | 0.26 | 0.67 | 1.78 | 0.95 | -0.47 | -0.03 |
| Standard Deviation(%) | NA | 28.03 | 37.68 | 35.04 | 31.00 | NA | NA | … | … | 34.20 | 39.18 | 39.81 | 33.47 | 31.80 | 26.76 | 31.96 | 23.72 | 26.55 | 18.41 | 33.30 | 25.18 | 20.85 | 25.56 | 22.87 | 26.27 | 20.22 |
| Draw Down(%) | NA | 8.55 | 39.72 | 46.80 | 47.86 | NA | NA | … | … | 8.55 | 22.03 | 39.72 | 21.43 | 43.61 | 16.33 | 31.66 | 7.38 | 33.84 | 9.30 | 28.90 | 28.60 | 16.87 | 15.41 | 19.57 | 22.88 | 20.41 |
| Yield(%) | 0.00 | 0.00 | 1.73 | 1.25 | 2.94 | 3.44 | 2.56 | … | … | 0.00 | 1.19 | 2.23 | 2.50 | 0.81 | 1.82 | 2.40 | 3.31 | 2.18 | 2.44 | 2.03 | 0.95 | 1.08 | 2.02 | 2.34 | 2.04 | 1.64 |
Data as of 06/10/2026, Common starting date is 01/21/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TYIDY (Toyota Industries Corporation) |
-4.50%
Sep 2019 – Sep 2022 |
-2.15%
Sep 2017 – Sep 2022 |
5.68%
Apr 2013 – Apr 2023 |
9.70%
Mar 2010 – Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TYIDY (Toyota Industries Corporation) |
35.04%
Sep 2022 – Sep 2025 |
21.94%
May 2020 – May 2025 |
14.56%
Aug 2011 – Aug 2021 |
13.29%
May 2010 – May 2025 |
Annualized Rolling Returns Comparison Chart