NAV8/17/2018 Chg.+8.6125 Type of yield Investment Focus Investment company
2,452.2507JPY +0.35% paying dividend Equity ETF Stocks ComStage ETF 
  • Dividends adjusted Dividends adjusted

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2008 - - - - - - - - -13.33 -23.70 -0.78 4.14 -
2009 -9.80 -5.29 7.80 8.77 7.83 4.58 3.96 1.31 -3.08 -1.00 -6.89 12.87 +19.95%
2010 -3.34 -0.69 10.01 -0.33 -11.67 -3.94 1.61 -7.48 6.61 -1.82 7.94 2.95 -2.32%
2011 0.05 3.78 -7.71 0.93 -1.62 1.28 0.14 -8.94 -2.45 3.27 -6.20 0.28 -16.72%
2012 4.07 10.47 4.33 -5.59 -10.29 5.45 -3.49 1.70 0.83 0.63 5.76 10.08 +24.19%
2013 7.11 3.80 7.25 12.24 -0.67 -0.67 -0.10 -2.03 8.38 -0.92 9.24 4.04 +57.72%
2014 -8.48 -0.49 0.42 -3.55 2.26 3.65 3.01 -1.23 5.38 1.46 6.33 0.02 +8.16%
2015 1.27 6.38 2.66 1.60 5.30 -1.53 1.70 -8.18 -7.53 9.63 3.43 -3.49 +10.09%
2016 -7.96 -8.48 5.23 -0.57 3.37 -9.48 6.32 1.94 -2.08 5.86 5.03 4.50 +1.68%
2017 -0.41 0.43 -0.53 1.53 2.31 2.03 -0.57 -1.39 4.03 8.12 3.23 0.27 +20.36%
2018 1.46 -4.39 -3.52 6.20 -2.04 1.41 1.09 -1.26 - - - - -
Single months: Dividends not considered

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 16.83% 15.38% 15.00% 20.50% 19.59%
Sharpe ratio -0.12 0.19 0.98 0.20 0.59
Best month +6.20% +6.20% +8.12% +9.63% +9.63%
Worst month -4.39% -4.39% -4.39% -9.48% -9.48%
Maximum loss -14.45% -7.90% -14.45% -27.13% -27.96%
Outperformance +7.98% - +6.73% +11.43% +23.34%
 
All quotes in JPY

Performance

YTD
  -1.44%
6 Months  
+1.28%
1 Year  
+14.45%
3 Years  
+11.89%
5 Years  
+70.61%
Since start  
+92.30%
Year
2017  
+20.36%
2016  
+1.68%
2015  
+10.09%
2014  
+8.16%
2013  
+57.72%
2012  
+24.19%
2011
  -16.72%
2010
  -2.32%
2009  
+19.95%