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
KUBTF (Kubota Corporation) 36.90% 81.99% 10.87% 162.99% nan% nan% NA
Data as of 06/15/2026, Common starting date is 04/07/2011
More Performance Analytics Comparison
Name Start Date End Date
KUBTF (Kubota Corporation) 04/07/2011 06/15/2026
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 (%) 4.47 81.99 10.87 162.99 nan nan NA 36.90 24.08 -17.73 10.28 -36.63 12,415.85 -1,445.14 -671.64 6,671.43 44.97 -1,128.58 2,061.52 329.62 303.68 3,936.53 398.74
Sharpe Ratio NA 1.41 0.22 0.72 NA NA NA 1.18 0.55 -0.64 0.25 -1.06 25.82 NA NA 14.93 1.17 NA 6.74 2.14 2.75 16.90 3.62
Standard Deviation(%) NA 50.66 41.26 217.28 NA NA NA 67.98 38.59 33.25 26.60 36.08 480.85 NA NA 454.44 37.94 NA 305.77 154.01 110.34 240.13 218.96
Draw Down(%) NA 3.12 5.91 1.63 167,703.53 NA NA 3.45 10.92 5.82 2.79 5.31 2.99 1,396.15 683.34 4.23 0.00 1,230.94 21.19 26.10 22.54 16.24 47.69
Yield(%) 0.00 2.92 2.13 21.67 62.70 113.80 80.19 0.00 2.72 1.08 3.72 2.30 98.30 106.47 138.40 81.45 2.01 91.82 93.75 74.63 76.28 184.97 75.59
Data as of 06/15/2026, 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
KUBTF (Kubota Corporation) -16.85%
Dec 2021 – Dec 2024
144.35%
Apr 2021 – Apr 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
KUBTF (Kubota Corporation) 2,027.07%
Dec 2018 – Dec 2021
1,466.97%
Dec 2016 – Dec 2021
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return