Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MNBEY (Minebea Mitsumi Inc ADR) | NA | -12.84% | 8.55% | -1.89% | 18.62% | NA | NA | … | … |
Data as of 03/31/2023, Common starting date is 01/21/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MNBEY (Minebea Mitsumi Inc ADR) | 01/21/2010 | 03/31/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.58 | -12.84 | 8.55 | -1.89 | 18.62 | NA | NA | … | … | 27.39 | -44.96 | 40.88 | -7.74 | 46.64 | -30.76 | 123.65 | 6.63 | -40.85 | 103.93 | 102.51 | -10.05 | -36.06 | 12.67 |
| Sharpe Ratio | NA | -0.45 | 0.19 | -0.09 | 0.49 | NA | NA | … | … | 5.08 | -1.13 | 1.46 | -0.19 | 1.31 | -0.95 | 4.20 | 0.16 | -1.19 | 3.22 | 2.62 | -0.30 | -0.80 | 0.47 |
| Standard Deviation(%) | NA | 36.23 | 36.72 | 36.87 | 36.09 | NA | NA | … | … | 31.83 | 41.03 | 30.18 | 42.79 | 34.55 | 33.91 | 29.49 | 40.46 | 34.38 | 32.30 | 39.08 | 34.22 | 45.04 | 28.56 |
| Draw Down(%) | NA | 37.24 | 52.30 | 52.30 | 67.09 | NA | NA | … | … | 7.72 | 52.30 | 19.44 | 41.20 | 17.49 | 41.21 | 10.97 | 30.06 | 54.08 | 13.94 | 15.64 | 33.82 | 52.86 | 20.41 |
| Yield(%) | 0.00 | 0.65 | 1.69 | 1.20 | 5.60 | 2.84 | 2.13 | … | … | 0.00 | 1.01 | 1.83 | 1.25 | 1.79 | 1.15 | 1.91 | 1.81 | 0.88 | 0.68 | 2.78 | 2.18 | 2.22 | 2.12 |
Data as of 03/31/2023, Common starting date is 01/21/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MNBEY (Minebea Mitsumi Inc ADR) |
-19.09%
Apr 2010 – Apr 2013 |
-6.12%
Dec 2017 – Dec 2022 |
9.59%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MNBEY (Minebea Mitsumi Inc ADR) |
66.19%
May 2012 – May 2015 |
46.96%
Jan 2013 – Jan 2018 |
22.53%
Sep 2011 – Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart