Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ASGLY (AGC Inc ADR) | 50.59% | 81.21% | 16.36% | 6.51% | 9.19% | 2.62% | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/30/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ASGLY (AGC Inc ADR) | 12/30/2009 | 06/04/2026 |
| 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 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 17.61 | 81.21 | 16.36 | 6.51 | 9.19 | 2.62 | NA | … | … | 50.59 | 18.11 | -16.19 | 15.90 | -30.44 | 43.91 | 1.14 | 11.86 | -21.61 | 33.70 | 20.83 | 18.31 | -19.10 | -13.39 | -5.66 | -26.61 | 25.26 | 0.31 |
| Sharpe Ratio | NA | 1.18 | 0.15 | 0.02 | 0.15 | NA | NA | … | … | 1.81 | 0.30 | -0.43 | 0.40 | -0.92 | 1.27 | 0.02 | 0.41 | -0.96 | 1.37 | 0.60 | 0.70 | -1.03 | -0.47 | -0.20 | -0.83 | 0.72 | NA |
| Standard Deviation(%) | NA | 45.81 | 45.42 | 40.88 | 36.05 | NA | NA | … | … | 45.03 | 51.59 | 45.55 | 31.03 | 34.61 | 34.50 | 42.89 | 25.30 | 24.00 | 24.22 | 34.26 | 26.29 | 18.55 | 28.74 | 29.37 | 32.05 | 34.75 | 0.00 |
| Draw Down(%) | NA | 24.15 | 28.61 | 46.51 | 51.28 | NA | NA | … | … | 24.15 | 19.60 | 25.60 | 13.91 | 41.70 | 13.86 | 42.02 | 21.40 | 32.52 | 23.04 | 22.24 | 19.21 | 21.49 | 27.05 | 38.43 | 44.56 | 23.25 | 0.00 |
| Yield(%) | 0.00 | 4.25 | 3.03 | 2.73 | 3.99 | 2.07 | 2.03 | … | … | 0.00 | 4.30 | 3.04 | 2.58 | 2.01 | 5.14 | 3.08 | 3.49 | 3.10 | 4.94 | 1.45 | 1.65 | 2.59 | 1.74 | 5.65 | 2.76 | 4.37 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/30/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASGLY (AGC Inc ADR) |
-24.21%
Feb 2011 – Feb 2014 |
-16.75%
Feb 2011 – Feb 2016 |
-5.55%
Apr 2010 – Apr 2020 |
-1.53%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASGLY (AGC Inc ADR) |
24.10%
Dec 2014 – Dec 2017 |
13.79%
Sep 2016 – Sep 2021 |
9.83%
Feb 2016 – Feb 2026 |
1.28%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart