Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KUBTY (Kubota Corp ADR) | 30.99% | 63.37% | 8.07% | -4.28% | 2.29% | 5.12% | 3.57% | … | … |
Data as of 06/04/2026, Common starting date is 04/09/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KUBTY (Kubota Corp ADR) | 04/09/1980 | 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.25 | 63.37 | 8.07 | -4.28 | 2.29 | 5.12 | 3.57 | … | … | 30.99 | 22.30 | -21.77 | 9.84 | -38.98 | 1.25 | 39.67 | 12.14 | -28.61 | 38.79 | -8.13 | 6.80 | -13.33 | 45.09 | 38.64 | -12.71 | 3.23 | 27.86 | 7.35 | -27.70 | 9.34 | 72.41 | 17.66 | 58.11 | -2.21 | -12.58 | -20.00 | 34.20 | 6.94 | -50.46 | -14.17 | -9.29 | 29.63 | 19.34 | -5.73 | -3.76 | -44.12 | 24.83 | 62.50 | 97.75 | 21.92 | 37.74 | 0.95 | -6.25 | -6.67 | -6.98 | 16.22 |
| Sharpe Ratio | NA | 1.45 | 0.13 | -0.25 | 0.00 | NA | NA | … | … | 1.62 | 0.62 | -1.03 | 0.24 | -1.34 | 0.04 | 1.09 | 0.46 | -1.07 | 1.87 | -0.25 | 0.25 | -0.50 | 1.27 | 1.73 | -0.38 | 0.12 | 0.59 | 0.09 | -0.91 | 0.17 | 2.43 | 0.56 | 1.78 | -0.11 | -0.42 | -0.66 | 0.84 | 0.07 | -1.53 | -0.96 | -0.63 | 1.32 | 0.74 | -0.25 | -0.24 | -1.01 | 0.65 | 1.96 | 2.90 | 0.53 | 1.09 | -0.27 | -0.71 | -0.75 | -1.10 | 0.97 |
| Standard Deviation(%) | NA | 38.64 | 31.86 | 30.66 | 29.26 | NA | NA | … | … | 46.68 | 32.08 | 27.73 | 23.64 | 30.13 | 30.95 | 36.13 | 23.24 | 28.04 | 20.48 | 32.85 | 26.92 | 26.94 | 35.54 | 22.53 | 33.82 | 26.22 | 47.12 | 69.61 | 33.69 | 35.12 | 28.96 | 29.89 | 32.23 | 31.08 | 35.86 | 36.70 | 36.89 | 52.57 | 35.21 | 18.19 | 20.69 | 20.23 | 23.11 | 31.64 | 30.55 | 48.62 | 29.25 | 29.37 | 32.16 | 33.47 | 29.83 | 21.52 | 17.35 | 18.74 | 15.48 | 15.77 |
| Draw Down(%) | NA | 27.54 | 37.55 | 54.89 | 57.96 | NA | NA | … | … | 27.54 | 20.86 | 31.12 | 18.56 | 42.71 | 21.17 | 34.29 | 16.65 | 36.32 | 12.49 | 22.19 | 23.78 | 27.50 | 22.03 | 21.09 | 33.26 | 25.86 | 38.08 | 58.84 | 38.96 | 35.81 | 13.43 | 19.40 | 21.75 | 30.43 | 39.10 | 26.92 | 21.37 | 48.13 | 51.38 | 23.24 | 14.08 | 11.95 | 18.16 | 38.25 | 23.44 | 49.02 | 19.36 | 15.70 | 18.95 | 23.18 | 14.47 | 18.55 | 12.50 | 21.67 | 14.71 | 7.86 |
| 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 | 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 | 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 04/09/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KUBTY (Kubota Corp ADR) |
-34.52%
Aug 1995 – Aug 1998 |
-21.82%
Aug 1993 – Aug 1998 |
-12.09%
Mar 1989 – Mar 1999 |
-5.80%
Apr 1988 – Apr 2003 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KUBTY (Kubota Corp ADR) |
70.76%
Apr 2003 – Apr 2006 |
47.82%
Aug 1984 – Aug 1989 |
20.11%
Apr 2003 – Apr 2013 |
14.64%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart