Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JVCZY (JVC Kenwood Corp ADR) | NA | 33.92% | 106.84% | 53.54% | 16.21% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 08/01/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JVCZY (JVC Kenwood Corp ADR) | 08/01/2014 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 33.92 | 106.84 | 53.54 | 16.21 | NA | NA | … | … | 42.07 | 57.01 | 97.59 | 51.49 | 19.90 | -36.72 | 2.11 | -1.18 | -7.08 | 4.68 | 7.43 | 8.85 |
| Sharpe Ratio | NA | 0.32 | 1.05 | 0.54 | 0.16 | NA | NA | … | … | 0.63 | 0.43 | 1.24 | 0.49 | 0.22 | -0.20 | 0.02 | -0.07 | -0.63 | 0.10 | 0.23 | 0.53 |
| Standard Deviation(%) | NA | 95.52 | 98.07 | 96.88 | 93.05 | NA | NA | … | … | 92.74 | 123.76 | 76.65 | 103.36 | 90.31 | 187.12 | 34.50 | 39.27 | 12.32 | 44.89 | 31.88 | 42.25 |
| Draw Down(%) | NA | 28.15 | 43.30 | 43.30 | 63.70 | NA | NA | … | … | 27.79 | 43.30 | 19.62 | 29.02 | 31.89 | 44.71 | 19.45 | 38.87 | 11.22 | 18.67 | 25.43 | 15.99 |
| Yield(%) | 0.00 | 0.79 | 1.74 | 2.24 | 1.36 | 1.18 | 0.88 | … | … | 0.84 | 0.00 | 0.00 | 2.59 | 2.97 | 1.84 | 2.21 | 2.16 | 1.61 | 1.72 | 0.00 | 0.00 |
Data as of 09/26/2025, Common starting date is 08/01/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JVCZY (JVC Kenwood Corp ADR) |
-23.42%
Jan 2018 – Jan 2021 |
-12.04%
Sep 2015 – Sep 2020 |
13.71%
Oct 2014 – Oct 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JVCZY (JVC Kenwood Corp ADR) |
109.26%
Jul 2022 – Jul 2025 |
40.95%
Feb 2020 – Feb 2025 |
18.24%
Jan 2015 – Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart