Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DWAHY (Daiwa House Industry Co Ltd ADR) | -21.36% | -22.77% | -0.57% | -3.32% | -1.11% | 5.27% | 2.34% | … | … |
Data as of 06/05/2026, Common starting date is 02/16/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DWAHY (Daiwa House Industry Co Ltd ADR) | 02/16/1996 | 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 (%) | -4.56 | -22.77 | -0.57 | -3.32 | -1.11 | 5.27 | 2.34 | … | … | -21.36 | 7.62 | 2.02 | 30.92 | -19.76 | -3.88 | -3.18 | -3.02 | -17.17 | 41.40 | -5.63 | 51.82 | -2.41 | 13.56 | 44.54 | -3.96 | 14.86 | 9.77 | -24.85 | -25.50 | 15.18 | 36.49 | 4.47 | 103.35 | -14.34 | -3.17 | -13.70 | -32.41 | 57.66 | -46.69 | -19.18 |
| Sharpe Ratio | NA | -1.18 | -0.06 | -0.18 | -0.10 | NA | NA | … | … | -1.98 | 0.22 | -0.20 | 1.40 | -0.93 | -0.16 | -0.09 | -0.19 | -0.72 | 2.60 | -0.21 | 1.87 | -0.11 | 0.51 | 2.63 | -0.14 | 0.54 | 0.27 | -0.41 | -0.83 | 0.48 | 1.64 | 0.10 | 3.19 | -0.48 | -0.15 | -0.39 | -1.09 | 1.69 | -0.22 | -1.41 |
| Standard Deviation(%) | NA | 19.76 | 21.71 | 21.68 | 24.04 | NA | NA | … | … | 20.37 | 22.24 | 22.59 | 19.20 | 22.73 | 23.77 | 37.66 | 23.15 | 25.64 | 15.74 | 27.43 | 27.74 | 22.11 | 26.55 | 17.09 | 29.25 | 27.19 | 35.45 | 62.45 | 34.64 | 25.09 | 20.96 | 35.68 | 32.20 | 32.30 | 36.64 | 45.69 | 32.76 | 32.17 | 224.71 | 17.82 |
| Draw Down(%) | NA | 27.44 | 27.44 | 43.97 | 52.74 | NA | NA | … | … | 26.99 | 12.85 | 21.90 | 8.65 | 33.89 | 18.70 | 35.09 | 19.48 | 32.47 | 7.06 | 16.97 | 14.85 | 18.85 | 22.86 | 8.36 | 17.05 | 25.45 | 36.73 | 55.81 | 37.63 | 19.15 | 11.68 | 26.71 | 15.23 | 27.14 | 25.61 | 26.65 | 38.14 | 10.09 | 81.91 | 20.19 |
| 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 02/16/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DWAHY (Daiwa House Industry Co Ltd ADR) |
-25.31%
Feb 2006 – Feb 2009 |
-16.45%
Mar 1996 – Mar 2001 |
-4.41%
Feb 1999 – Feb 2009 |
-1.67%
Apr 1996 – Apr 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DWAHY (Daiwa House Industry Co Ltd ADR) |
43.94%
Jan 2003 – Jan 2006 |
28.85%
Feb 2002 – Feb 2007 |
16.90%
Feb 2009 – Feb 2019 |
14.22%
Dec 2002 – Dec 2017 |
Annualized Rolling Returns Comparison Chart