Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HTHIY (Hitachi Ltd ADR) | 5.33% | 18.73% | 40.92% | 26.84% | 15.28% | 8.37% | 5.28% | … | … |
Data as of 06/04/2026, Common starting date is 04/02/1982
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HTHIY (Hitachi Ltd ADR) | 04/02/1982 | 06/04/2026 |
| 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 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.12 | 18.73 | 40.92 | 26.84 | 15.28 | 8.37 | 5.28 | … | … | 5.33 | 26.25 | 75.74 | 47.51 | -4.20 | 42.70 | -51.93 | 59.42 | -32.14 | 44.52 | -4.76 | -23.95 | -2.42 | 29.66 | 13.02 | -2.27 | 73.89 | -21.61 | -46.49 | 17.27 | -7.46 | -2.92 | 15.58 | 61.26 | -49.11 | -14.96 | -46.83 | 167.84 | -12.57 | -25.27 | -7.96 | 1.77 | 34.35 | 22.76 | -19.63 | -9.15 | -25.98 | -18.22 | 42.15 | 31.52 | 78.06 | 12.73 | -4.51 | 0.70 | 50.53 |
| Sharpe Ratio | NA | 0.30 | 0.94 | 0.67 | 0.35 | NA | NA | … | … | 0.15 | 0.51 | 1.70 | 1.78 | -0.17 | 1.43 | -0.66 | 2.27 | -1.34 | 2.42 | -0.15 | -1.01 | -0.11 | 1.09 | 0.50 | -0.06 | 2.69 | -0.50 | -0.95 | 0.55 | -0.48 | -0.27 | 0.52 | 1.51 | -1.26 | -0.42 | -1.27 | 4.21 | -0.35 | -1.05 | -0.66 | -0.09 | 1.60 | 0.83 | -1.03 | -0.51 | -0.93 | -1.06 | 1.13 | 0.51 | 1.94 | 0.27 | -0.44 | -0.20 | 1.56 |
| Standard Deviation(%) | NA | 41.89 | 41.76 | 37.49 | 39.71 | NA | NA | … | … | 47.75 | 46.27 | 42.49 | 24.82 | 32.58 | 29.84 | 78.63 | 25.53 | 25.01 | 18.21 | 33.16 | 23.63 | 23.01 | 27.29 | 25.99 | 37.09 | 27.41 | 43.59 | 49.61 | 25.86 | 22.76 | 19.53 | 27.99 | 40.19 | 39.73 | 41.61 | 40.28 | 39.10 | 45.60 | 27.59 | 17.58 | 23.98 | 19.55 | 24.58 | 21.31 | 25.62 | 33.84 | 22.76 | 32.71 | 53.66 | 37.79 | 26.94 | 26.32 | 28.35 | 41.90 |
| Draw Down(%) | NA | 24.75 | 36.65 | 36.65 | 73.19 | NA | NA | … | … | 24.75 | 36.65 | 22.26 | 14.30 | 31.61 | 17.75 | 73.08 | 13.55 | 39.04 | 12.93 | 30.76 | 35.95 | 21.30 | 22.19 | 24.02 | 26.76 | 20.18 | 43.28 | 51.83 | 23.98 | 26.57 | 16.38 | 28.69 | 27.51 | 56.44 | 42.55 | 46.83 | 15.88 | 52.14 | 41.94 | 17.19 | 16.67 | 13.33 | 19.94 | 26.02 | 31.91 | 33.25 | 24.72 | 25.94 | 35.54 | 20.92 | 25.61 | 28.98 | 19.21 | 29.49 |
| Yield(%) | 0.00 | 0.47 | 1.17 | 1.91 | 1.56 | 0.84 | 0.53 | … | … | 0.00 | 1.14 | 1.10 | 4.20 | 1.86 | 5.27 | 1.10 | 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 06/04/2026, Common starting date is 04/02/1982
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HTHIY (Hitachi Ltd ADR) |
-38.72%
Dec 1999 – Dec 2002 |
-18.76%
Mar 2004 – Mar 2009 |
-15.32%
Dec 1999 – Dec 2009 |
-8.44%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HTHIY (Hitachi Ltd ADR) |
70.47%
Jul 1985 – Jul 1988 |
43.08%
Jul 2020 – Jul 2025 |
16.52%
Feb 2016 – Feb 2026 |
11.78%
Nov 2009 – Nov 2024 |
Annualized Rolling Returns Comparison Chart