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
MIESY (Mitsui Engineering & Shipbuilding Co Ltd ADR) NA 45.95% 61.45% 15.10% -6.53% NA NA
Data as of 09/26/2025, Common starting date is 04/28/2014
More Performance Analytics Comparison
Name Start Date End Date
MIESY (Mitsui Engineering & Shipbuilding Co Ltd ADR) 04/28/2014 09/26/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
Annualized Return (%) 0.00 45.95 61.45 15.10 -6.53 NA NA 45.95 38.68 82.78 -36.21 29.70 -70.24 0.00 -45.85 1.30 1.90 0.00 0.00
Sharpe Ratio NA 1.13 1.00 0.23 -0.16 NA NA 1.45 0.40 1.80 -0.87 0.63 -0.82 0.00 -0.77 0.52 0.90 0.00 0.00
Standard Deviation(%) NA 37.96 58.00 55.25 50.25 NA NA 44.25 81.24 44.18 43.56 47.18 85.77 NA 61.46 1.29 1.88 NA NA
Draw Down(%) NA 0.00 60.59 60.59 88.28 NA NA 0.00 60.59 22.50 43.93 16.24 70.24 0.00 45.85 0.00 0.00 0.00 0.00
Yield(%) 0.00 0.00 0.00 0.00 0.32 0.21 0.16 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 1.30 1.90 0.00 0.00
Data as of 09/26/2025, Common starting date is 04/28/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MIESY (Mitsui Engineering & Shipbuilding Co Ltd ADR) -45.58%
Nov 2017 – Nov 2020
-34.87%
Jul 2017 – Jul 2022
-10.00%
Aug 2014 – Aug 2024
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MIESY (Mitsui Engineering & Shipbuilding Co Ltd ADR) 61.45%
Jul 2022 – Jul 2025
15.10%
Jun 2020 – Jun 2025
-5.99%
May 2014 – May 2024
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return