Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CCOEY (Capcom Co Ltd ADR) | -24.00% | -42.12% | -4.41% | 5.42% | 13.51% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/03/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CCOEY (Capcom Co Ltd ADR) | 04/03/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -9.31 | -42.12 | -4.41 | 5.42 | 13.51 | NA | NA | … | … | -24.00 | 5.56 | 38.44 | 3.90 | 39.78 | -62.92 | 376.38 | 41.01 | -36.62 | 30.82 | -3.08 | 62.96 | -16.09 | 16.26 |
| Sharpe Ratio | NA | -0.95 | -0.08 | 0.07 | 0.23 | NA | NA | … | … | -0.82 | 0.07 | 0.85 | 0.01 | 1.11 | -0.73 | 4.61 | 1.04 | -0.51 | 1.03 | -0.09 | 2.21 | -0.53 | 0.62 |
| Standard Deviation(%) | NA | 42.04 | 40.03 | 37.64 | 54.31 | NA | NA | … | … | 50.65 | 36.86 | 40.74 | 33.26 | 34.86 | 86.71 | 81.02 | 37.85 | 74.52 | 29.28 | 38.20 | 28.53 | 30.47 | 35.74 |
| Draw Down(%) | NA | 44.45 | 44.45 | 44.45 | 69.00 | NA | NA | … | … | 25.26 | 35.09 | 23.42 | 31.12 | 19.27 | 66.27 | 22.19 | 17.04 | 63.47 | 20.31 | 23.95 | 19.83 | 30.48 | 20.00 |
| Yield(%) | 0.00 | 0.44 | 0.82 | 1.80 | 7.89 | 7.60 | 5.70 | … | … | 0.00 | 1.28 | 1.20 | 2.85 | 3.17 | 1.78 | 6.78 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 04/03/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCOEY (Capcom Co Ltd ADR) |
-18.64%
Dec 2020 – Dec 2023 |
-7.79%
Mar 2021 – Mar 2026 |
14.36%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCOEY (Capcom Co Ltd ADR) |
66.18%
Sep 2017 – Sep 2020 |
43.45%
Feb 2016 – Feb 2021 |
22.98%
Jun 2015 – Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart