Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BRTHY (Brother Industries Ltd ADR) | 13.75% | 38.94% | 18.86% | 4.34% | 10.05% | 5.59% | NA | … | … |
Data as of 06/03/2026, Common starting date is 12/30/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRTHY (Brother Industries Ltd ADR) | 12/30/2009 | 06/03/2026 |
| 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 (%) | 0.00 | 38.94 | 18.86 | 4.34 | 10.05 | 5.59 | NA | … | … | 13.75 | 23.88 | 8.53 | 6.44 | -15.88 | -7.44 | 2.60 | 48.13 | -40.45 | 40.57 | 58.44 | -38.25 | 51.02 | 24.28 | -10.49 | -16.24 | 31.06 | -2.34 |
| Sharpe Ratio | NA | 1.11 | 0.42 | 0.03 | 0.22 | NA | NA | … | … | 1.23 | 0.51 | 0.12 | 0.08 | -0.50 | -0.22 | 0.04 | 1.59 | -1.49 | 1.99 | 1.57 | -1.28 | 1.84 | 0.74 | -0.33 | -0.41 | 1.24 | NA |
| Standard Deviation(%) | NA | 31.65 | 38.73 | 36.94 | 36.65 | NA | NA | … | … | 27.99 | 41.12 | 42.20 | 34.27 | 34.68 | 34.45 | 57.18 | 29.32 | 28.07 | 20.12 | 36.98 | 29.91 | 27.72 | 32.85 | 32.61 | 39.75 | 25.01 | 0.00 |
| Draw Down(%) | NA | 17.07 | 24.24 | 38.40 | 48.89 | NA | NA | … | … | 17.07 | 20.66 | 17.48 | 12.11 | 23.89 | 25.98 | 42.33 | 18.08 | 40.45 | 9.58 | 18.13 | 39.28 | 16.15 | 20.25 | 36.18 | 29.64 | 14.93 | 2.34 |
| Yield(%) | 0.00 | 1.81 | 3.47 | 2.21 | 4.27 | 2.77 | 2.69 | … | … | 0.00 | 3.78 | 4.13 | 1.49 | 2.72 | 2.80 | 2.58 | 3.84 | 2.16 | 2.38 | 2.88 | 0.76 | 0.92 | 2.25 | 2.47 | 2.04 | 2.18 | 0.00 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| BRTHY (Brother Industries Ltd ADR) |
-12.29%
Jul 2017 – Jul 2020 |
-6.94%
Feb 2018 – Feb 2023 |
1.13%
Dec 2014 – Dec 2024 |
3.91%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRTHY (Brother Industries Ltd ADR) |
22.99%
Sep 2015 – Sep 2018 |
24.11%
Jul 2012 – Jul 2017 |
10.75%
Jan 2016 – Jan 2026 |
5.94%
Mar 2010 – Mar 2025 |
Annualized Rolling Returns Comparison Chart