Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BRDCY (Bridgestone Corp ADR) | 20.92% | 4.10% | 2.12% | 5.79% | 2.61% | 7.66% | NA | 7.41% |
Data as of 07/21/2025, AR inception is 12/30/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRDCY (Bridgestone Corp ADR) | 12/30/2009 | 07/21/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.39 | 4.10 | 2.12 | 5.79 | 2.61 | 7.66 | NA | 7.41 | 20.92 | -16.84 | 16.56 | -17.81 | 30.79 | -9.79 | 0.08 | -14.28 | 32.78 | 9.78 | 2.44 | -6.56 | 48.17 | 15.34 | 16.54 | 10.65 | -0.82 |
| Sharpe Ratio | NA | -0.06 | 0.00 | 0.14 | 0.05 | NA | NA | 0.25 | 1.45 | -1.18 | 0.68 | -0.72 | 1.30 | -0.29 | -0.08 | -0.71 | 1.55 | 0.35 | 0.10 | -0.32 | 1.60 | 0.69 | 0.54 | 0.43 | NA |
| Standard Deviation(%) | NA | 23.68 | 21.14 | 23.11 | 23.55 | NA | NA | 24.32 | 25.25 | 20.02 | 18.26 | 26.77 | 23.68 | 34.35 | 17.48 | 21.91 | 20.81 | 27.10 | 24.70 | 20.40 | 30.04 | 22.34 | 30.82 | 24.55 | 0.00 |
| Draw Down(%) | NA | 19.45 | 26.80 | 34.15 | 41.59 | NA | NA | 41.59 | 12.72 | 25.47 | 13.12 | 30.12 | 18.36 | 27.15 | 11.37 | 28.18 | 12.98 | 17.42 | 25.67 | 17.71 | 16.21 | 16.43 | 18.10 | 13.29 | 0.82 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.35 | 1.81 | 0.95 | 0.70 | 0.93 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.47 | 3.81 | 3.09 | 3.87 | 3.91 | 4.65 | 2.33 | 0.27 | 0.46 | 0.35 | 0.31 | 0.00 |
Data as of 07/21/2025, AR inception is 12/30/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRDCY (Bridgestone Corp ADR) |
-7.86%
Dec 2021 - Dec 2024 |
-2.90%
Sep 2017 - Sep 2022 |
1.97%
Dec 2014 - Dec 2024 |
7.55%
Jun 2010 - Jun 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRDCY (Bridgestone Corp ADR) |
31.31%
Apr 2010 - Apr 2013 |
21.95%
May 2010 - May 2015 |
11.36%
May 2011 - May 2021 |
8.46%
May 2010 - May 2025 |
Annualized Rolling Returns Comparison Chart