Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSLOY (Mitsui OSK Lines Ltd ADR) | 15.19% | -1.14% | 15.01% | 29.00% | 28.14% | 12.35% | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/21/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSLOY (Mitsui OSK Lines Ltd ADR) | 01/21/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.59 | -1.14 | 15.01 | 29.00 | 28.14 | 12.35 | NA | … | … | 15.19 | -15.20 | 8.43 | 41.48 | 22.17 | 165.87 | 17.00 | 17.27 | -28.02 | 92.34 | 14.79 | -14.48 | -26.90 | 66.53 | -27.24 | -45.92 | 8.55 |
| Sharpe Ratio | NA | -0.19 | 0.40 | 0.60 | 0.49 | NA | NA | … | … | 1.02 | -0.63 | 0.13 | 1.24 | 0.37 | 1.98 | 0.21 | 0.55 | -0.99 | 1.18 | 0.29 | -0.70 | -1.11 | 1.80 | -0.82 | -1.36 | 0.44 |
| Standard Deviation(%) | NA | 27.35 | 32.60 | 43.55 | 53.31 | NA | NA | … | … | 34.08 | 29.27 | 35.87 | 30.71 | 56.89 | 83.57 | 79.80 | 28.96 | 29.66 | 77.82 | 50.23 | 20.86 | 24.27 | 36.85 | 33.37 | 33.78 | 20.48 |
| Draw Down(%) | NA | 22.50 | 27.48 | 36.55 | 59.39 | NA | NA | … | … | 22.50 | 27.48 | 22.72 | 19.17 | 33.37 | 36.55 | 45.38 | 11.37 | 38.62 | 24.24 | 25.99 | 29.34 | 31.61 | 13.68 | 47.14 | 47.32 | 12.58 |
| Yield(%) | 0.00 | 0.00 | 1.06 | 6.99 | 12.52 | 4.11 | 2.68 | … | … | 0.00 | 0.00 | 0.00 | 10.22 | 11.84 | 12.84 | 2.85 | 2.18 | 0.79 | 0.53 | 2.13 | 1.59 | 1.18 | 1.31 | 3.31 | 3.26 | 2.38 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| MSLOY (Mitsui OSK Lines Ltd ADR) |
-18.28%
Jun 2010 – Jun 2013 |
-16.43%
Jan 2011 – Jan 2016 |
-6.62%
Apr 2010 – Apr 2020 |
8.79%
Nov 2010 – Nov 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSLOY (Mitsui OSK Lines Ltd ADR) |
87.90%
Aug 2020 – Aug 2023 |
54.26%
May 2020 – May 2025 |
31.28%
Mar 2016 – Mar 2026 |
12.93%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison Chart