Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KWPCY (Kewpie Corp ADR) | NA | -26.47% | -10.99% | -7.70% | 0.06% | NA | NA | … | … |
Data as of 10/06/2022, Common starting date is 12/21/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KWPCY (Kewpie Corp ADR) | 12/21/2009 | 10/06/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.22 | -26.47 | -10.99 | -7.70 | 0.06 | NA | NA | … | … | -22.52 | 2.34 | -1.19 | -3.34 | -6.80 | 6.76 | -7.44 | 35.69 | 33.96 | -2.45 | -1.26 | 14.98 | 17.07 | -4.03 |
| Sharpe Ratio | NA | -1.17 | -0.46 | -0.37 | -0.02 | NA | NA | … | … | -1.07 | 0.23 | -0.04 | -0.46 | -0.29 | 0.26 | -0.19 | 1.28 | 1.70 | -0.12 | -0.08 | 0.77 | 0.05 | -4.05 |
| Standard Deviation(%) | NA | 24.47 | 25.79 | 23.94 | 25.99 | NA | NA | … | … | 27.54 | 14.65 | 35.16 | 10.37 | 27.85 | 23.43 | 40.58 | 27.82 | 19.94 | 20.52 | 16.01 | 19.40 | 326.51 | 19.07 |
| Draw Down(%) | NA | 31.47 | 34.69 | 45.76 | 52.97 | NA | NA | … | … | 26.36 | 7.35 | 19.20 | 7.79 | 21.12 | 19.69 | 30.47 | 24.62 | 11.77 | 13.68 | 16.60 | 11.08 | 90.67 | 4.03 |
| Yield(%) | 0.00 | 1.70 | 1.66 | 1.51 | 1.67 | 1.85 | 1.39 | … | … | 0.71 | 1.89 | 1.70 | 1.80 | 1.39 | 1.43 | 0.69 | 0.54 | 0.81 | 1.55 | 1.64 | 0.89 | 0.88 | 0.00 |
Data as of 10/06/2022, Common starting date is 12/21/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KWPCY (Kewpie Corp ADR) |
-14.40%
Apr 2017 – Apr 2020 |
-9.04%
Jun 2017 – Jun 2022 |
-0.45%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KWPCY (Kewpie Corp ADR) |
29.40%
Mar 2014 – Mar 2017 |
19.58%
Jun 2011 – Jun 2016 |
7.49%
Apr 2011 – Apr 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart