Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ITOCY (Itochu Corp ADR) | -9.92% | 11.48% | 19.89% | 17.30% | 18.75% | 13.64% | 11.38% | … | … |
Data as of 06/10/2026, Common starting date is 01/30/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ITOCY (Itochu Corp ADR) | 01/30/2006 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.98 | 11.48 | 19.89 | 17.30 | 18.75 | 13.64 | 11.38 | … | … | -9.92 | 31.24 | 38.56 | 33.55 | 1.54 | 6.60 | 24.95 | 35.47 | -8.85 | 41.74 | 11.86 | 10.28 | -14.23 | 17.74 | 5.21 | -0.05 | 35.51 | 47.40 | -47.68 | 16.85 | 2.17 |
| Sharpe Ratio | NA | 0.29 | 0.70 | 0.57 | 0.71 | NA | NA | … | … | -0.77 | 0.99 | 1.16 | 1.30 | 0.00 | 0.31 | 0.88 | 1.91 | -0.44 | 2.95 | 0.42 | 0.35 | -0.74 | 0.69 | 0.24 | 0.00 | 1.22 | 1.25 | -0.84 | 0.35 | -0.03 |
| Standard Deviation(%) | NA | 26.79 | 28.65 | 26.65 | 24.21 | NA | NA | … | … | 30.44 | 28.88 | 30.02 | 23.25 | 25.16 | 21.20 | 27.85 | 17.80 | 23.17 | 13.97 | 27.48 | 29.14 | 19.35 | 25.62 | 21.82 | 32.74 | 28.93 | 37.92 | 57.42 | 39.62 | 34.83 |
| Draw Down(%) | NA | 21.87 | 26.47 | 30.18 | 30.18 | NA | NA | … | … | 21.87 | 19.02 | 16.24 | 16.10 | 30.18 | 15.59 | 23.51 | 8.32 | 18.97 | 6.51 | 17.66 | 26.18 | 22.45 | 20.49 | 16.59 | 23.68 | 21.46 | 25.97 | 67.31 | 28.73 | 24.97 |
| Yield(%) | 0.00 | 0.92 | 6.18 | 4.99 | 6.26 | 5.10 | 4.84 | … | … | 0.00 | 2.34 | 14.06 | 2.71 | 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 06/10/2026, Common starting date is 01/30/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ITOCY (Itochu Corp ADR) |
-19.37%
Feb 2006 – Feb 2009 |
-4.79%
Oct 2007 – Oct 2012 |
2.15%
Jul 2007 – Jul 2017 |
4.69%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ITOCY (Itochu Corp ADR) |
43.03%
Feb 2023 – Feb 2026 |
25.47%
Apr 2020 – Apr 2025 |
22.17%
Feb 2016 – Feb 2026 |
16.61%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart