Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CCOJY (Coca-Cola Bottlers Japan Inc ADR) | -0.09% | 24.86% | 23.48% | 6.61% | -1.73% | 3.07% | NA | … | … |
Data as of 06/03/2026, Common starting date is 10/18/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CCOJY (Coca-Cola Bottlers Japan Inc ADR) | 10/18/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.36 | 24.86 | 23.48 | 6.61 | -1.73 | 3.07 | NA | … | … | -0.09 | 29.86 | 12.82 | 36.12 | -4.31 | -21.30 | -39.45 | -12.41 | -21.91 | 44.03 | 27.61 | 59.68 | -37.76 | 47.71 | 0.76 | -0.52 | 14.51 |
| Sharpe Ratio | NA | 0.68 | 0.55 | 0.13 | -0.07 | NA | NA | … | … | 0.21 | 0.64 | 0.19 | 1.05 | -0.14 | -0.58 | -0.65 | -0.47 | -0.66 | 1.53 | 0.85 | 2.47 | -1.60 | 2.25 | 0.05 | -0.02 | 3.85 |
| Standard Deviation(%) | NA | 41.50 | 42.52 | 40.25 | 39.97 | NA | NA | … | … | 40.87 | 42.15 | 47.92 | 31.35 | 40.10 | 36.87 | 60.89 | 29.76 | 35.62 | 28.58 | 32.08 | 24.11 | 23.64 | 21.19 | 14.42 | 27.94 | 24.07 |
| Draw Down(%) | NA | 25.23 | 25.48 | 46.73 | 78.76 | NA | NA | … | … | 25.23 | 21.15 | 25.48 | 13.10 | 34.54 | 41.35 | 45.83 | 33.72 | 43.66 | 12.08 | 24.44 | 4.53 | 39.00 | 7.52 | 12.18 | 18.42 | 4.37 |
| Yield(%) | 0.00 | 2.11 | 2.57 | 1.97 | 1.37 | 2.47 | 2.32 | … | … | 0.00 | 2.19 | 2.02 | 2.24 | 2.74 | 2.81 | 0.90 | 1.57 | 1.64 | 2.57 | 2.13 | 1.36 | 1.62 | 2.44 | 6.88 | 4.41 | 1.58 |
Data as of 06/03/2026, Common starting date is 10/18/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCOJY (Coca-Cola Bottlers Japan Inc ADR) |
-28.40%
Apr 2018 – Apr 2021 |
-22.79%
Apr 2018 – Apr 2023 |
-4.43%
Oct 2012 – Oct 2022 |
3.33%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCOJY (Coca-Cola Bottlers Japan Inc ADR) |
43.57%
Feb 2015 – Feb 2018 |
23.33%
Mar 2013 – Mar 2018 |
4.47%
Feb 2016 – Feb 2026 |
4.72%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart