Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JAPSY (Japan Airlines Ltd ADR) | -10.11% | -20.63% | -5.50% | -6.86% | -6.82% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/10/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JAPSY (Japan Airlines Ltd ADR) | 06/10/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.96 | -20.63 | -5.50 | -6.86 | -6.82 | NA | NA | … | … | -10.11 | 17.34 | -19.01 | -3.47 | 6.11 | -1.76 | -37.69 | -12.22 | -9.75 | 34.94 | -20.10 | 10.66 |
| Sharpe Ratio | NA | -0.64 | -0.32 | -0.31 | -0.30 | NA | NA | … | … | -0.60 | 0.63 | -1.38 | -0.35 | 0.15 | -0.05 | -0.77 | -0.92 | -0.54 | 2.00 | -0.78 | 0.65 |
| Standard Deviation(%) | NA | 26.61 | 23.18 | 26.11 | 27.86 | NA | NA | … | … | 32.50 | 23.55 | 18.65 | 21.98 | 31.13 | 35.80 | 49.13 | 14.85 | 20.64 | 17.20 | 25.80 | 30.05 |
| Draw Down(%) | NA | 30.48 | 32.38 | 38.75 | 63.73 | NA | NA | … | … | 26.77 | 17.50 | 23.22 | 21.17 | 23.64 | 29.60 | 50.51 | 20.08 | 19.96 | 11.79 | 25.68 | 14.59 |
| 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 |
Data as of 06/04/2026, Common starting date is 06/10/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JAPSY (Japan Airlines Ltd ADR) |
-23.24%
Jan 2018 – Jan 2021 |
-15.70%
Jul 2015 – Jul 2020 |
-7.85%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JAPSY (Japan Airlines Ltd ADR) |
10.39%
Jul 2020 – Jul 2023 |
4.25%
Jul 2020 – Jul 2025 |
-4.97%
Aug 2015 – Aug 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart