Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JPXGY (Japan Exchange Group Inc ADR) | 19.98% | 15.02% | 15.09% | 1.80% | 7.54% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/10/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JPXGY (Japan Exchange Group Inc 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 (%) | 6.94 | 15.02 | 15.09 | 1.80 | 7.54 | NA | NA | … | … | 19.98 | -4.00 | 5.99 | 46.58 | -34.52 | -14.05 | 45.60 | 10.20 | -8.94 | 22.13 | -9.28 | 6.35 |
| Sharpe Ratio | NA | 0.32 | 0.36 | -0.06 | 0.16 | NA | NA | … | … | 0.99 | -0.23 | 0.04 | 1.92 | -1.22 | -0.49 | 1.32 | 0.37 | -0.39 | 1.12 | -0.28 | 0.21 |
| Standard Deviation(%) | NA | 32.76 | 29.70 | 28.41 | 27.97 | NA | NA | … | … | 35.67 | 30.20 | 29.60 | 22.31 | 29.44 | 28.62 | 34.15 | 23.51 | 26.04 | 19.24 | 33.35 | 56.04 |
| Draw Down(%) | NA | 18.40 | 30.99 | 53.69 | 54.38 | NA | NA | … | … | 18.40 | 15.87 | 25.98 | 10.23 | 41.70 | 27.46 | 21.82 | 22.14 | 19.45 | 9.75 | 33.92 | 31.55 |
| 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 |
|---|---|---|---|---|
| JPXGY (Japan Exchange Group Inc ADR) |
-12.73%
Sep 2020 – Sep 2023 |
-6.10%
Oct 2017 – Oct 2022 |
1.10%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPXGY (Japan Exchange Group Inc ADR) |
22.52%
Feb 2023 – Feb 2026 |
14.38%
Sep 2015 – Sep 2020 |
6.11%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart