Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MTSFY (Mitsui Fudosan Co Ltd ADR) | -15.36% | 2.82% | 15.58% | 7.16% | 3.46% | 5.33% | NA | … | … |
Data as of 06/10/2026, Common starting date is 09/15/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MTSFY (Mitsui Fudosan Co Ltd ADR) | 09/15/2009 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.73 | 2.82 | 15.58 | 7.16 | 3.46 | 5.33 | NA | … | … | -15.36 | 43.60 | 0.86 | 43.45 | -0.71 | -0.49 | -7.79 | 11.36 | 4.33 | -5.12 | -20.48 | 55.06 | 0.00 | 0.00 | 0.00 | -4.03 | 7.90 | -11.86 |
| Sharpe Ratio | NA | -0.15 | 0.32 | 0.14 | 0.04 | NA | NA | … | … | -1.14 | 1.47 | -0.07 | 1.76 | -0.08 | -0.02 | -0.17 | 0.39 | 0.08 | -1.10 | -0.90 | 1.25 | 0.00 | 0.00 | 0.00 | -0.05 | 0.09 | -0.50 |
| Standard Deviation(%) | NA | 31.35 | 32.39 | 29.86 | 31.30 | NA | NA | … | … | 37.12 | 27.92 | 37.99 | 22.85 | 27.13 | 27.43 | 48.10 | 25.47 | 38.36 | 5.27 | 22.91 | 43.86 | NA | NA | NA | 75.44 | 101.14 | 81.19 |
| Draw Down(%) | NA | 34.56 | 34.56 | 34.56 | 52.08 | NA | NA | … | … | 34.56 | 13.59 | 29.46 | 8.40 | 18.67 | 20.85 | 51.31 | 19.20 | 24.42 | 5.12 | 20.48 | 0.00 | 0.00 | 0.00 | 0.00 | 20.63 | 23.33 | 20.34 |
| Yield(%) | 0.00 | 1.18 | 2.23 | 3.18 | 2.09 | 2.16 | 1.48 | … | … | 0.00 | 2.74 | 1.66 | 7.47 | 7.08 | 5.82 | 5.04 | 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 06/10/2026, Common starting date is 09/15/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTSFY (Mitsui Fudosan Co Ltd ADR) |
-9.97%
Mar 2017 – Mar 2020 |
-8.08%
Oct 2015 – Oct 2020 |
0.53%
Oct 2010 – Oct 2020 |
5.96%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTSFY (Mitsui Fudosan Co Ltd ADR) |
33.14%
Feb 2023 – Feb 2026 |
19.01%
Sep 2020 – Sep 2025 |
9.16%
Mar 2014 – Mar 2024 |
7.90%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart