Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MITEY (Mitsubishi Estate Co Ltd ADR) | 1.98% | 31.40% | 27.40% | 8.11% | 2.70% | 2.52% | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/26/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MITEY (Mitsubishi Estate Co Ltd ADR) | 09/26/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.83 | 31.40 | 27.40 | 8.11 | 2.70 | 2.52 | NA | … | … | 1.98 | 77.07 | 1.46 | 6.05 | -6.79 | -14.36 | -15.17 | 21.80 | -9.70 | -13.10 | -4.00 | -1.56 | -30.03 | 25.90 | 60.78 | -18.86 | 14.66 | -1.20 | -20.00 |
| Sharpe Ratio | NA | 1.19 | 0.87 | 0.22 | 0.04 | NA | NA | … | … | 0.22 | 2.58 | -0.16 | 0.09 | -0.29 | -0.61 | -0.38 | 0.93 | -0.41 | -0.74 | -0.15 | -0.07 | -1.07 | 0.65 | 2.23 | -0.57 | 0.52 | -0.03 | -0.58 |
| Standard Deviation(%) | NA | 32.27 | 30.92 | 28.41 | 28.07 | NA | NA | … | … | 38.33 | 29.43 | 33.07 | 21.21 | 27.96 | 23.71 | 40.71 | 21.93 | 26.92 | 18.51 | 28.37 | 24.32 | 28.21 | 39.72 | 27.55 | 33.41 | 28.09 | 46.92 | 98.57 |
| Draw Down(%) | NA | 26.02 | 32.98 | 35.73 | 45.73 | NA | NA | … | … | 26.02 | 12.90 | 32.98 | 12.00 | 22.41 | 25.90 | 42.24 | 10.92 | 24.42 | 18.44 | 15.80 | 20.12 | 32.98 | 30.26 | 20.33 | 29.57 | 25.40 | 45.96 | 45.09 |
| 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 |
Data as of 06/04/2026, Common starting date is 09/26/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MITEY (Mitsubishi Estate Co Ltd ADR) |
-16.15%
Apr 2013 – Apr 2016 |
-12.30%
Dec 2013 – Dec 2018 |
-9.21%
Apr 2013 – Apr 2023 |
-2.08%
Oct 2008 – Oct 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MITEY (Mitsubishi Estate Co Ltd ADR) |
39.58%
Feb 2023 – Feb 2026 |
18.07%
Feb 2009 – Feb 2014 |
6.10%
Feb 2016 – Feb 2026 |
3.39%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison Chart