Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KAEPY (Kansai Electric Power Co Inc ADR) | -5.25% | 40.63% | 9.33% | 11.14% | 7.94% | -1.10% | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/22/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KAEPY (Kansai Electric Power Co Inc ADR) | 04/22/2009 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.69 | 40.63 | 9.33 | 11.14 | 7.94 | -1.10 | NA | … | … | -5.25 | 38.59 | -5.20 | 39.33 | -0.79 | 6.06 | -15.96 | -18.02 | 16.46 | 57.91 | -27.47 | 26.02 | -17.26 | 1.22 | -23.69 | -32.15 | -74.27 | 17.14 |
| Sharpe Ratio | NA | 0.63 | 0.11 | 0.16 | 0.15 | NA | NA | … | … | -0.48 | 0.64 | -0.15 | 1.01 | -0.08 | 0.22 | -0.34 | -0.59 | 0.90 | 1.85 | -1.24 | 1.03 | -0.51 | 0.02 | -0.41 | -0.58 | -0.53 | 1.45 |
| Standard Deviation(%) | NA | 46.79 | 53.66 | 44.38 | 39.01 | NA | NA | … | … | 46.34 | 57.03 | 58.90 | 35.75 | 27.70 | 27.83 | 47.93 | 33.16 | 16.87 | 31.14 | 22.26 | 25.19 | 33.67 | 59.18 | 58.23 | 55.73 | 140.67 | 17.44 |
| Draw Down(%) | NA | 26.70 | 44.41 | 44.41 | 46.26 | NA | NA | … | … | 26.70 | 24.82 | 43.12 | 22.98 | 25.59 | 23.57 | 25.90 | 30.23 | 9.04 | 11.52 | 29.35 | 16.77 | 28.69 | 32.62 | 62.21 | 44.54 | 76.39 | 5.52 |
| Yield(%) | 0.00 | 0.00 | 0.48 | 1.89 | 3.14 | 1.10 | 1.34 | … | … | 0.00 | 0.00 | 0.00 | 3.75 | 3.80 | 4.78 | 4.03 | 3.12 | 3.07 | 4.20 | 0.00 | 0.00 | 0.00 | 0.83 | 5.37 | 3.16 | 2.90 | 1.66 |
Data as of 06/05/2026, Common starting date is 04/22/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KAEPY (Kansai Electric Power Co Inc ADR) |
-53.43%
Sep 2009 – Sep 2012 |
-36.19%
Feb 2010 – Feb 2015 |
-19.31%
Oct 2010 – Oct 2020 |
-11.23%
May 2010 – May 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KAEPY (Kansai Electric Power Co Inc ADR) |
31.18%
Nov 2022 – Nov 2025 |
15.52%
Nov 2020 – Nov 2025 |
10.00%
Jun 2014 – Jun 2024 |
0.04%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart