Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IDKOY (Idemitsu Kosan Co Ltd ADR) | 15.41% | 46.43% | 31.91% | -12.28% | 14.36% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 02/23/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IDKOY (Idemitsu Kosan Co Ltd ADR) | 02/23/2012 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.51 | 46.43 | 31.91 | -12.28 | 14.36 | NA | NA | … | … | 15.41 | 9.32 | -73.64 | 586.77 | -80.23 | 31.25 | 316.13 | -14.03 | -15.59 | 54.03 | 74.40 | -5.52 | -33.29 | 22.93 | -15.29 |
| Sharpe Ratio | NA | 0.95 | 0.14 | -0.02 | 0.01 | NA | NA | … | … | 0.88 | 0.14 | -0.40 | 1.21 | -0.06 | 0.02 | 0.23 | -0.38 | -0.42 | 1.72 | 1.62 | -0.20 | -0.18 | 1.12 | -0.74 |
| Standard Deviation(%) | NA | 45.57 | 200.02 | 865.41 | 824.00 | NA | NA | … | … | 46.75 | 47.30 | 194.34 | 493.93 | 1,365.17 | 1,690.23 | 1,336.74 | 41.19 | 40.89 | 31.17 | 45.93 | 28.17 | 187.11 | 20.40 | 24.08 |
| Draw Down(%) | NA | 20.47 | 84.93 | 84.93 | 84.93 | NA | NA | … | … | 20.47 | 36.32 | 84.93 | 82.12 | 84.80 | 82.07 | 84.23 | 35.01 | 41.11 | 34.01 | 19.70 | 24.39 | 77.57 | 11.62 | 26.27 |
| Yield(%) | 0.00 | 0.00 | 1.95 | 1.46 | 6.94 | 3.97 | 2.98 | … | … | 0.00 | 0.00 | 5.63 | 9.72 | 11.47 | 2.93 | 4.72 | 3.54 | 2.00 | 2.15 | 2.84 | 1.20 | 0.94 | 2.31 | 2.66 |
Data as of 06/05/2026, Common starting date is 02/23/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IDKOY (Idemitsu Kosan Co Ltd ADR) |
-35.96%
May 2020 – May 2023 |
-15.99%
May 2020 – May 2025 |
3.85%
Apr 2012 – Apr 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IDKOY (Idemitsu Kosan Co Ltd ADR) |
73.40%
Jun 2019 – Jun 2022 |
54.09%
Oct 2016 – Oct 2021 |
24.73%
Dec 2013 – Dec 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart