Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RKUNY (Rakuten Inc ADR) | -24.84% | -13.73% | 6.30% | -15.82% | -7.59% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/28/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RKUNY (Rakuten Inc ADR) | 01/28/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.54 | -13.73 | 6.30 | -15.82 | -7.59 | NA | NA | … | … | -24.84 | 20.63 | 21.38 | 0.90 | -55.50 | 3.41 | 13.70 | 27.89 | -27.64 | -6.13 | -16.18 | -16.93 | -18.11 |
| Sharpe Ratio | NA | -0.44 | 0.03 | -0.49 | -0.25 | NA | NA | … | … | -1.49 | 0.48 | 0.32 | -0.09 | -1.60 | 0.08 | 0.34 | 0.78 | -0.93 | -0.26 | -0.40 | -0.51 | -0.57 |
| Standard Deviation(%) | NA | 36.07 | 40.51 | 38.48 | 36.77 | NA | NA | … | … | 36.96 | 37.90 | 46.95 | 37.15 | 35.71 | 41.13 | 38.96 | 34.00 | 31.16 | 26.47 | 40.42 | 33.53 | 34.12 |
| Draw Down(%) | NA | 35.51 | 37.21 | 73.42 | 76.70 | NA | NA | … | … | 30.37 | 29.22 | 25.45 | 38.27 | 58.89 | 32.01 | 30.03 | 29.94 | 34.72 | 29.05 | 31.26 | 42.22 | 39.78 |
| 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 |
Data as of 06/04/2026, Common starting date is 01/28/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RKUNY (Rakuten Inc ADR) |
-29.71%
Nov 2020 – Nov 2023 |
-17.84%
Jun 2017 – Jun 2022 |
-10.84%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RKUNY (Rakuten Inc ADR) |
20.86%
Apr 2018 – Apr 2021 |
4.34%
Mar 2016 – Mar 2021 |
-5.55%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart