Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KAIKY (Kawasaki Kisen Kaisha Ltd ADR) | 39.34% | 25.31% | 32.90% | -8.29% | 4.20% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 08/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KAIKY (Kawasaki Kisen Kaisha Ltd ADR) | 08/06/2012 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 10.97 | 25.31 | 32.90 | -8.29 | 4.20 | NA | NA | … | … | 39.34 | -9.11 | 0.77 | 130.47 | -89.67 | 224.48 | 28.97 | 1.27 | -44.30 | 72.03 | 17.14 | -19.77 | 17.28 | 96.02 | -10.34 |
| Sharpe Ratio | NA | 0.48 | 0.46 | -0.08 | 0.02 | NA | NA | … | … | 2.32 | -0.30 | -0.04 | 2.28 | -0.31 | 1.43 | 0.31 | -0.01 | -1.14 | 1.51 | 0.46 | -0.80 | 0.65 | 2.14 | -1.42 |
| Standard Deviation(%) | NA | 32.12 | 54.80 | 152.82 | 114.95 | NA | NA | … | … | 39.58 | 39.98 | 65.95 | 56.18 | 290.94 | 156.87 | 91.05 | 26.72 | 40.14 | 47.54 | 37.17 | 24.80 | 26.63 | 44.84 | 17.00 |
| Draw Down(%) | NA | 19.21 | 38.91 | 94.24 | 94.24 | NA | NA | … | … | 15.73 | 28.25 | 38.91 | 21.54 | 94.24 | 47.11 | 36.47 | 17.35 | 45.88 | 13.10 | 24.03 | 31.58 | 16.19 | 9.82 | 10.58 |
| Yield(%) | 0.00 | 2.61 | 3.35 | 1.67 | 1.94 | 2.81 | 2.11 | … | … | 0.00 | 4.99 | 2.20 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.91 | 1.24 | 3.08 | 3.55 | 0.00 |
Data as of 06/03/2026, Common starting date is 08/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KAIKY (Kawasaki Kisen Kaisha Ltd ADR) |
-43.22%
May 2022 – May 2025 |
-25.07%
Nov 2017 – Nov 2022 |
-4.89%
May 2013 – May 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KAIKY (Kawasaki Kisen Kaisha Ltd ADR) |
78.38%
Jul 2019 – Jul 2022 |
38.89%
May 2017 – May 2022 |
22.00%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart