Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
CYGIY (CyberAgent Inc ADR) -18.95% -19.96% -1.43% -16.84% -3.03% NA NA
Data as of 06/03/2026, Common starting date is 04/02/2013
More Performance Analytics Comparison
Name Start Date End Date
CYGIY (CyberAgent Inc ADR) 04/02/2013 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
Annualized Return (%) 0.00 -19.96 -1.43 -16.84 -3.03 NA NA -18.95 54.19 3.68 -32.20 -48.36 -3.09 98.38 -15.20 39.36 -1.67 -26.98 29.22 -87.80 1,437.29
Sharpe Ratio NA -0.51 -0.10 -0.44 -0.09 NA NA -0.79 0.95 -0.07 -0.95 -1.04 -0.04 2.45 -0.34 0.75 -0.07 -0.47 1.24 -0.59 13.67
Standard Deviation(%) NA 44.28 47.94 45.12 53.28 NA NA 53.96 55.21 38.98 38.52 48.11 88.30 39.78 48.99 51.06 34.00 58.12 23.57 148.73 266.98
Draw Down(%) NA 40.00 40.00 76.42 76.42 NA NA 24.24 23.52 20.88 45.49 56.44 44.48 8.79 31.93 36.32 21.69 47.05 0.00 87.80 16.87
Yield(%) 0.00 0.00 0.00 0.00 0.28 0.76 0.57 0.00 0.00 0.00 0.00 0.00 0.00 0.91 0.71 0.92 0.91 0.00 2.17 0.00 0.75
Data as of 06/03/2026, Common starting date is 04/02/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CYGIY (CyberAgent Inc ADR) -51.35%
Dec 2013 – Dec 2016
-35.24%
Feb 2014 – Feb 2019
-21.39%
Dec 2013 – Dec 2023
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CYGIY (CyberAgent Inc ADR) 32.85%
Dec 2017 – Dec 2020
27.21%
Jun 2013 – Jun 2018
5.40%
May 2013 – May 2023
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return