Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HACBY (Hachijuni Bank Ltd ADR) | -75.26% | 16.37% | 46.74% | 27.02% | 6.64% | 7.40% | NA | 5.97% |
Data as of 07/18/2025, AR inception is 07/09/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HACBY (Hachijuni Bank Ltd ADR) | 07/09/2008 | 07/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 16.37 | 46.74 | 27.02 | 6.64 | 7.40 | NA | 5.97 | -75.26 | 549.06 | 47.88 | 47.90 | 8.42 | -20.03 | 10.42 | -27.76 | 0.77 | -4.56 | -4.90 | 12.41 | 19.58 | -7.44 | 2.97 | -3.08 | 3.89 | -6.45 |
| Sharpe Ratio | NA | 0.05 | 0.28 | 0.21 | 0.06 | NA | NA | 0.07 | -0.38 | 3.03 | 1.14 | 0.98 | 0.16 | -0.50 | 0.31 | -0.85 | 0.00 | -0.11 | -0.15 | 0.45 | 0.58 | -0.38 | 0.11 | -0.12 | 0.12 | -0.17 |
| Standard Deviation(%) | NA | 258.27 | 152.50 | 121.48 | 90.14 | NA | NA | 72.43 | 254.08 | 178.77 | 38.48 | 47.83 | 52.41 | 40.76 | 28.70 | 34.23 | 46.03 | 43.19 | 33.08 | 27.41 | 33.90 | 19.64 | 26.06 | 25.60 | 31.82 | 77.72 |
| Draw Down(%) | NA | 82.80 | 82.80 | 82.80 | 82.80 | NA | NA | 82.80 | 82.80 | 23.19 | 13.79 | 14.74 | 18.98 | 35.67 | 20.80 | 38.36 | 28.25 | 33.91 | 27.72 | 15.73 | 26.85 | 23.77 | 20.02 | 19.05 | 14.81 | 35.48 |
| Yield(%) | 0.00 | 6.29 | 18.44 | 12.80 | 4.04 | 4.40 | 3.05 | 3.59 | 0.00 | 15.74 | 17.33 | 13.08 | 12.62 | 3.08 | 3.26 | 2.05 | 2.16 | 2.33 | 0.74 | 0.99 | 2.26 | 3.60 | 1.77 | 1.26 | 0.49 | 0.37 |
Data as of 07/18/2025, AR inception is 07/09/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HACBY (Hachijuni Bank Ltd ADR) |
-16.98%
Jul 2017 - Jul 2020 |
-12.37%
Apr 2015 - Apr 2020 |
-3.75%
Feb 2011 - Feb 2021 |
3.52%
Aug 2008 - Aug 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HACBY (Hachijuni Bank Ltd ADR) |
142.14%
Dec 2021 - Dec 2024 |
65.22%
Dec 2019 - Dec 2024 |
24.55%
Dec 2014 - Dec 2024 |
17.44%
Dec 2009 - Dec 2024 |
Annualized Rolling Returns Comparison Chart