Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NGKSY (NGK Spark Plug Co Ltd ADR) | NA | 25.66% | 25.62% | 17.99% | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 12/15/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NGKSY (NGK Spark Plug Co Ltd ADR) | 12/15/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 25.66 | 25.62 | 17.99 | NA | NA | NA | … | … | 16.63 | 40.07 | 14.60 | 19.79 | 10.14 | -11.74 | -1.26 | -15.53 | 39.26 | -31.98 | 0.37 |
| Sharpe Ratio | NA | 0.41 | 0.42 | 0.33 | NA | NA | NA | … | … | 0.35 | 0.53 | 0.32 | 0.49 | 0.22 | -0.24 | -0.16 | -0.39 | 1.26 | -0.39 | 2.72 |
| Standard Deviation(%) | NA | 55.74 | 53.21 | 49.36 | NA | NA | NA | … | … | 58.36 | 68.31 | 34.41 | 37.30 | 46.00 | 49.61 | 17.34 | 43.02 | 30.73 | 82.76 | 3.21 |
| Draw Down(%) | NA | 26.63 | 33.55 | 33.55 | NA | NA | NA | … | … | 26.63 | 33.55 | 12.00 | 23.03 | 28.81 | 30.74 | 13.56 | 34.86 | 11.26 | 40.74 | 0.37 |
| Yield(%) | 0.00 | 0.00 | 1.97 | 2.84 | 1.83 | 1.22 | 0.91 | … | … | 0.00 | 0.00 | 2.73 | 5.82 | 4.37 | 2.92 | 3.16 | 2.37 | 2.54 | 1.41 | 0.00 |
Data as of 09/26/2025, Common starting date is 12/15/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NGKSY (NGK Spark Plug Co Ltd ADR) |
-17.77%
Jul 2018 – Jul 2021 |
-4.16%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NGKSY (NGK Spark Plug Co Ltd ADR) |
31.69%
Jul 2021 – Jul 2024 |
24.61%
May 2020 – May 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart