Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FELTY (Fuji Electric Co Ltd ADR) | 19.74% | 105.45% | 28.52% | 13.66% | 16.36% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 09/12/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FELTY (Fuji Electric Co Ltd ADR) | 09/12/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -10.41 | 105.45 | 28.52 | 13.66 | 16.36 | NA | NA | … | … | 19.74 | 36.22 | 26.02 | 12.99 | -31.11 | 50.94 | 15.18 | 10.27 | -25.07 | 45.50 | 13.92 | 7.35 | 10.88 | 83.43 | -25.36 | 9.13 |
| Sharpe Ratio | NA | 2.55 | 0.60 | 0.31 | 0.38 | NA | NA | … | … | 1.25 | 0.80 | 0.47 | 0.23 | -0.71 | 1.23 | 0.29 | 0.23 | -0.63 | 1.90 | 0.36 | 0.22 | 0.45 | 1.68 | -1.24 | 0.79 |
| Standard Deviation(%) | NA | 44.47 | 43.96 | 43.17 | 41.37 | NA | NA | … | … | 57.44 | 42.68 | 41.78 | 37.64 | 46.20 | 41.45 | 52.20 | 38.28 | 41.90 | 23.74 | 38.09 | 33.49 | 24.34 | 49.69 | 20.56 | 41.98 |
| Draw Down(%) | NA | 25.91 | 52.16 | 52.16 | 60.96 | NA | NA | … | … | 25.91 | 39.68 | 36.19 | 21.92 | 36.81 | 15.65 | 44.91 | 23.12 | 40.61 | 13.29 | 29.59 | 25.75 | 18.15 | 7.48 | 27.95 | 13.43 |
| 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 |
Data as of 06/03/2026, Common starting date is 09/12/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FELTY (Fuji Electric Co Ltd ADR) |
-9.30%
Mar 2017 – Mar 2020 |
-0.51%
Jan 2018 – Jan 2023 |
6.19%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FELTY (Fuji Electric Co Ltd ADR) |
32.08%
Feb 2023 – Feb 2026 |
31.56%
Jan 2013 – Jan 2018 |
17.85%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart