Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FKKFY (Fukuoka Financial Group Inc ADR) | 36.87% | 59.21% | 35.58% | 24.13% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 01/11/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FKKFY (Fukuoka Financial Group Inc ADR) | 01/11/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.80 | 59.21 | 35.58 | 24.13 | NA | NA | NA | … | … | 36.87 | 34.21 | 12.47 | -0.89 | 48.96 | -3.63 |
| Sharpe Ratio | NA | 0.43 | 0.44 | 0.35 | NA | NA | NA | … | … | 0.78 | 0.39 | 0.20 | -0.14 | 1.16 | -0.08 |
| Standard Deviation(%) | NA | 84.63 | 65.00 | 55.33 | NA | NA | NA | … | … | 94.25 | 80.46 | 44.61 | 33.58 | 41.01 | 49.28 |
| Draw Down(%) | NA | 25.96 | 28.38 | 28.38 | NA | NA | NA | … | … | 25.96 | 27.05 | 23.64 | 24.09 | 23.82 | 27.11 |
| Yield(%) | 0.00 | 1.62 | 3.69 | 4.14 | 2.24 | 1.50 | 1.12 | … | … | 0.00 | 4.08 | 3.41 | 3.20 | 4.42 | 4.47 |
Data as of 06/03/2026, Common starting date is 01/11/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FKKFY (Fukuoka Financial Group Inc ADR) |
10.41%
Oct 2021 – Oct 2024 |
16.24%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FKKFY (Fukuoka Financial Group Inc ADR) |
33.31%
Apr 2023 – Apr 2026 |
22.36%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart