Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SGIOY (Shionogi & Co Ltd ADR) | -1.89% | 5.34% | 6.96% | 2.72% | 1.12% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SGIOY (Shionogi & Co Ltd ADR) | 12/02/2015 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.67 | 5.34 | 6.96 | 2.72 | 1.12 | NA | NA | … | … | -1.89 | 30.42 | -10.38 | -0.56 | -28.08 | 31.89 | -9.52 | 10.11 | 2.21 | 19.92 | 0.91 | 0.11 |
| Sharpe Ratio | NA | 0.38 | 0.26 | 0.05 | -0.01 | NA | NA | … | … | 0.20 | 0.98 | -0.51 | -0.23 | -0.80 | 1.23 | -0.29 | 0.33 | 0.03 | 0.96 | 0.01 | 0.04 |
| Standard Deviation(%) | NA | 29.85 | 27.64 | 29.23 | 31.55 | NA | NA | … | … | 37.43 | 28.10 | 27.42 | 18.56 | 37.15 | 25.90 | 33.84 | 25.95 | 32.94 | 20.22 | 50.43 | 28.32 |
| Draw Down(%) | NA | 25.45 | 29.34 | 44.92 | 44.92 | NA | NA | … | … | 25.45 | 12.92 | 29.34 | 17.56 | 36.38 | 13.13 | 37.44 | 18.70 | 17.80 | 9.92 | 24.60 | 4.45 |
| Yield(%) | 0.00 | 1.05 | 1.65 | 1.83 | 1.22 | 0.97 | 0.73 | … | … | 0.00 | 2.85 | 1.99 | 2.58 | 1.25 | 2.24 | 2.41 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 12/02/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGIOY (Shionogi & Co Ltd ADR) |
-13.78%
Dec 2021 – Dec 2024 |
-5.31%
Jun 2019 – Jun 2024 |
1.39%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGIOY (Shionogi & Co Ltd ADR) |
19.16%
Feb 2023 – Feb 2026 |
10.00%
Dec 2016 – Dec 2021 |
6.17%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart