Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HTCMY (Hitachi Construction Machinery Co Ltd ADR) | 12.51% | 10.98% | 8.79% | 1.08% | 10.21% | 4.93% | NA | … | … |
Data as of 06/03/2026, Common starting date is 03/09/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HTCMY (Hitachi Construction Machinery Co Ltd ADR) | 03/09/2011 | 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 (%) | 0.00 | 10.98 | 8.79 | 1.08 | 10.21 | 4.93 | NA | … | … | 12.51 | 33.29 | -11.92 | 12.55 | -14.82 | 8.30 | -10.54 | 20.03 | -27.52 | 65.93 | 42.76 | -24.42 | 5.45 | -0.26 | 31.27 | -37.03 |
| Sharpe Ratio | NA | 0.16 | 0.20 | -0.04 | 0.22 | NA | NA | … | … | 0.42 | 0.96 | -0.41 | 0.26 | -0.38 | 0.22 | -0.22 | 0.49 | -0.73 | 2.84 | 1.30 | -0.86 | 0.27 | -0.01 | 0.65 | -0.68 |
| Standard Deviation(%) | NA | 51.52 | 42.55 | 40.58 | 39.44 | NA | NA | … | … | 73.69 | 32.38 | 38.16 | 34.12 | 42.66 | 38.07 | 49.59 | 37.76 | 39.75 | 23.13 | 32.76 | 28.49 | 20.04 | 28.17 | 48.38 | 63.96 |
| Draw Down(%) | NA | 29.49 | 38.48 | 46.01 | 59.45 | NA | NA | … | … | 29.49 | 17.76 | 33.14 | 25.87 | 42.07 | 21.19 | 44.12 | 24.77 | 41.07 | 9.77 | 21.74 | 33.28 | 12.15 | 17.53 | 33.47 | 40.65 |
| Yield(%) | 0.00 | 0.00 | 0.73 | 1.33 | 3.22 | 2.09 | 1.28 | … | … | 0.00 | 0.00 | 0.00 | 4.36 | 3.09 | 1.71 | 1.07 | 3.32 | 2.29 | 1.78 | 0.80 | 1.16 | 1.22 | 2.04 | 3.39 | 1.21 |
Data as of 06/03/2026, Common starting date is 03/09/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HTCMY (Hitachi Construction Machinery Co Ltd ADR) |
-13.51%
Feb 2013 – Feb 2016 |
-10.47%
Feb 2018 – Feb 2023 |
1.66%
Feb 2013 – Feb 2023 |
3.94%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HTCMY (Hitachi Construction Machinery Co Ltd ADR) |
34.29%
Feb 2015 – Feb 2018 |
20.17%
May 2016 – May 2021 |
13.90%
Feb 2016 – Feb 2026 |
5.09%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart