Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DSEEY (Daiwa Securities Group Inc ADR) | 14.33% | 43.78% | 29.76% | 11.54% | 6.02% | 6.26% | -1.31% | … | … |
Data as of 06/05/2026, Common starting date is 11/19/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DSEEY (Daiwa Securities Group Inc ADR) | 11/19/1996 | 06/05/2026 |
| 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 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.76 | 43.78 | 29.76 | 11.54 | 6.02 | 6.26 | -1.31 | … | … | 14.33 | 40.03 | -2.40 | 46.59 | -21.28 | 30.47 | -12.97 | 1.60 | -20.60 | 3.10 | 0.66 | -23.23 | -21.51 | 81.80 | 76.75 | -39.50 | 3.78 | -14.89 | -35.75 | -19.78 | -0.22 | 57.04 | 15.84 | 40.18 | -13.43 | -50.12 | -29.90 | 362.50 | -4.48 | -63.88 | -15.68 |
| Sharpe Ratio | NA | 0.99 | 0.55 | 0.19 | 0.10 | NA | NA | … | … | 0.47 | 0.80 | -0.20 | 1.11 | -0.64 | 0.84 | -0.33 | 0.01 | -0.93 | 0.14 | 0.01 | -0.98 | -0.81 | 1.92 | 2.36 | -1.15 | 0.11 | -0.30 | -0.58 | -0.61 | -0.09 | 1.78 | 0.42 | 0.73 | -0.24 | -1.05 | -0.59 | 6.90 | -0.12 | -1.10 | -2.87 |
| Standard Deviation(%) | NA | 39.27 | 43.85 | 40.82 | 35.08 | NA | NA | … | … | 35.85 | 47.58 | 45.23 | 38.39 | 35.64 | 36.43 | 40.43 | 21.33 | 23.56 | 17.92 | 30.18 | 23.65 | 26.71 | 42.50 | 32.88 | 34.37 | 32.50 | 50.22 | 63.44 | 37.23 | 39.55 | 30.84 | 35.73 | 54.03 | 61.76 | 50.47 | 57.17 | 52.07 | 66.15 | 61.25 | 28.55 |
| Draw Down(%) | NA | 21.26 | 33.33 | 41.11 | 53.88 | NA | NA | … | … | 21.26 | 22.74 | 24.82 | 13.00 | 40.56 | 16.11 | 36.16 | 27.08 | 33.61 | 18.43 | 23.05 | 30.83 | 30.13 | 24.20 | 31.02 | 46.81 | 31.79 | 46.42 | 63.29 | 38.62 | 31.43 | 20.62 | 31.40 | 29.89 | 57.24 | 57.05 | 45.03 | 15.20 | 56.19 | 68.73 | 16.06 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 11/19/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DSEEY (Daiwa Securities Group Inc ADR) |
-38.00%
Apr 2000 – Apr 2003 |
-23.01%
May 2007 – May 2012 |
-11.44%
Jan 2000 – Jan 2010 |
-6.97%
Dec 1996 – Dec 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DSEEY (Daiwa Securities Group Inc ADR) |
56.54%
Apr 2003 – Apr 2006 |
23.14%
Nov 2002 – Nov 2007 |
11.44%
Nov 1997 – Nov 2007 |
8.45%
Sep 1998 – Sep 2013 |
Annualized Rolling Returns Comparison Chart