Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JAPAY (Japan Tobacco ADR) | 4.79% | 24.09% | 19.13% | 13.43% | -1.00% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/06/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JAPAY (Japan Tobacco ADR) | 10/06/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.83 | 24.09 | 19.13 | 13.43 | -1.00 | NA | NA | … | … | 4.79 | 44.45 | 2.56 | 28.32 | -0.69 | -0.88 | -8.36 | -5.36 | -26.88 | -1.62 | -12.06 | 35.29 | -19.24 |
| Sharpe Ratio | NA | 1.16 | 0.89 | 0.61 | -0.10 | NA | NA | … | … | 0.74 | 2.27 | -0.21 | 1.41 | -0.10 | -0.06 | -0.37 | -0.45 | -1.37 | -0.15 | -0.46 | 1.16 | -1.61 |
| Standard Deviation(%) | NA | 20.39 | 19.42 | 19.13 | 19.29 | NA | NA | … | … | 22.47 | 18.67 | 19.11 | 17.24 | 21.74 | 15.69 | 23.31 | 15.02 | 20.63 | 15.10 | 26.48 | 30.30 | 36.78 |
| Draw Down(%) | NA | 11.51 | 17.19 | 23.93 | 62.83 | NA | NA | … | … | 11.51 | 10.35 | 14.88 | 7.97 | 22.31 | 13.74 | 23.43 | 21.73 | 31.38 | 15.88 | 26.37 | 25.11 | 25.97 |
| Yield(%) | 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 10/06/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JAPAY (Japan Tobacco ADR) |
-20.43%
Jul 2017 – Jul 2020 |
-14.80%
Jul 2015 – Jul 2020 |
-2.63%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JAPAY (Japan Tobacco ADR) |
26.07%
Sep 2022 – Sep 2025 |
16.11%
Feb 2021 – Feb 2026 |
0.63%
Sep 2015 – Sep 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart