Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
MIELY (Mitsubishi Electric Corp ADR) 30.12% 80.55% 39.40% 18.34% 12.28% 8.33% 7.90%
Data as of 06/03/2026, Common starting date is 11/19/1996
More Performance Analytics Comparison
Name Start Date End Date
MIELY (Mitsubishi Electric Corp ADR) 11/19/1996 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 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996
Annualized Return (%) -7.56 80.55 39.40 18.34 12.28 8.33 7.90 30.12 74.92 20.60 42.15 -22.04 -16.17 11.35 23.78 -33.88 19.77 32.30 -12.25 -5.15 48.44 -11.19 -8.38 40.10 22.16 -41.63 13.59 29.40 49.68 15.85 74.47 -47.78 -25.00 -4.76 117.24 18.37 -58.30 -1.26
Sharpe Ratio NA 2.77 1.24 0.60 0.40 NA NA 2.82 2.15 0.41 1.59 -0.87 -0.67 0.34 0.90 -1.29 1.01 1.01 -0.47 -0.21 1.52 -0.32 -0.19 1.47 0.53 -0.69 0.34 0.83 2.02 0.57 1.97 -0.73 -0.63 -0.19 2.28 0.21 -1.41 -0.43
Standard Deviation(%) NA 36.35 34.95 31.23 29.02 NA NA 45.99 34.25 34.91 24.07 27.09 24.06 32.61 24.81 27.26 19.09 31.61 26.34 25.03 31.81 35.91 44.05 27.27 41.90 61.73 31.57 31.55 23.48 26.09 37.50 66.85 44.32 46.48 49.98 70.90 43.81 33.05
Draw Down(%) NA 19.08 24.66 47.41 55.76 NA NA 19.08 20.97 24.66 24.05 35.63 24.83 29.87 19.82 46.60 12.82 16.34 34.58 16.71 22.62 31.00 35.35 16.04 41.93 60.57 22.06 26.81 8.44 25.51 14.78 59.15 48.19 47.83 18.31 53.26 63.64 6.67
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
Data as of 06/03/2026, Common starting date is 11/19/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MIELY (Mitsubishi Electric Corp ADR) -33.89%
Apr 2000 – Apr 2003
-13.39%
Jun 2000 – Jun 2005
-3.23%
Jun 2000 – Jun 2010
-2.06%
Sep 2007 – Sep 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MIELY (Mitsubishi Electric Corp ADR) 50.28%
Feb 2023 – Feb 2026
34.78%
Dec 2002 – Dec 2007
17.30%
Jun 1998 – Jun 2008
14.01%
Jan 2003 – Jan 2018
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return