Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AMDLY (Amada Co. Ltd) | 58.35% | 81.48% | 33.33% | 14.98% | 9.39% | 8.84% | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/21/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMDLY (Amada Co. Ltd) | 01/21/2010 | 06/05/2026 |
| 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 (%) | 0.00 | 81.48 | 33.33 | 14.98 | 9.39 | 8.84 | NA | … | … | 58.35 | 24.08 | -6.20 | 45.51 | -28.19 | 0.44 | -19.58 | 0.21 | 2.76 | 17.45 | 9.81 | 42.63 | -13.31 | 56.48 | -16.47 | 6.52 | -8.07 |
| Sharpe Ratio | NA | 1.67 | 0.82 | 0.41 | 0.27 | NA | NA | … | … | 2.84 | 0.80 | -0.41 | 1.98 | -1.51 | 0.02 | -0.51 | -0.04 | 0.75 | 1.23 | 1.43 | 1.28 | -0.75 | 2.00 | -0.53 | 0.25 | -0.26 |
| Standard Deviation(%) | NA | 47.25 | 36.66 | 30.73 | 28.21 | NA | NA | … | … | 72.24 | 26.96 | 31.20 | 21.02 | 19.70 | 24.22 | 38.41 | 31.58 | 1.93 | 13.72 | 6.72 | 33.38 | 17.70 | 28.24 | 31.57 | 26.31 | 32.38 |
| Draw Down(%) | NA | 2.13 | 28.54 | 32.45 | 43.08 | NA | NA | … | … | 0.00 | 18.16 | 22.71 | 0.47 | 30.57 | 20.88 | 44.27 | 20.59 | 0.00 | 0.00 | 0.00 | 0.00 | 18.81 | 4.58 | 32.80 | 15.74 | 33.80 |
| Yield(%) | 0.00 | 1.99 | 3.56 | 2.63 | 2.95 | 3.26 | 2.73 | … | … | 0.00 | 4.45 | 3.60 | 3.52 | 2.48 | 2.23 | 2.40 | 3.61 | 2.71 | 2.48 | 3.04 | 2.55 | 2.14 | 1.56 | 2.04 | 1.75 | 0.69 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| AMDLY (Amada Co. Ltd) |
-14.27%
Dec 2019 – Dec 2022 |
-8.29%
Nov 2017 – Nov 2022 |
1.68%
Apr 2015 – Apr 2025 |
3.15%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMDLY (Amada Co. Ltd) |
33.33%
May 2023 – May 2026 |
20.52%
Aug 2012 – Aug 2017 |
9.39%
May 2016 – May 2026 |
8.84%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart