Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SHCAY (Sharp Corp ADR) | -14.41% | -14.41% | -9.22% | -26.06% | -10.43% | -17.80% | -16.10% | … | … |
Data as of 06/04/2026, Common starting date is 11/18/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SHCAY (Sharp Corp ADR) | 11/18/1996 | 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 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.32 | -14.41 | -9.22 | -26.06 | -10.43 | -17.80 | -16.10 | … | … | -14.41 | -21.19 | -11.63 | -1.71 | -37.72 | -24.05 | -0.08 | 57.42 | -71.36 | 46.09 | 133.00 | -53.92 | -31.11 | 3.11 | -59.87 | -13.59 | -19.15 | 79.46 | -60.05 | 3.10 | 14.86 | -5.51 | 4.22 | 67.74 | -11.10 | 0.08 | -53.23 | 188.76 | 30.88 | -51.77 | -7.84 |
| Sharpe Ratio | NA | -0.49 | -0.29 | -0.62 | -0.28 | NA | NA | … | … | -0.74 | -0.48 | -0.30 | -0.13 | -1.06 | -0.70 | -0.01 | 1.29 | -1.80 | 1.01 | 1.83 | -0.95 | -0.95 | 0.05 | -0.82 | -0.39 | -0.59 | 1.82 | -1.05 | 0.00 | 0.38 | -0.37 | 0.12 | 1.82 | -0.16 | -0.06 | -1.16 | 4.85 | 0.57 | -1.49 | -2.19 |
| Standard Deviation(%) | NA | 55.66 | 56.83 | 48.83 | 47.80 | NA | NA | … | … | 66.82 | 51.30 | 60.57 | 45.26 | 37.13 | 34.29 | 49.37 | 43.42 | 40.47 | 45.39 | 72.67 | 56.70 | 32.65 | 62.87 | 73.11 | 34.54 | 32.36 | 43.57 | 57.67 | 26.61 | 30.97 | 20.77 | 28.07 | 36.82 | 77.71 | 40.17 | 49.33 | 38.23 | 48.35 | 37.03 | 24.74 |
| Draw Down(%) | NA | 44.22 | 55.43 | 82.17 | 92.43 | NA | NA | … | … | 35.43 | 37.80 | 32.97 | 36.89 | 56.12 | 52.83 | 46.17 | 28.42 | 75.14 | 40.09 | 44.94 | 59.65 | 44.36 | 52.93 | 79.48 | 33.70 | 32.69 | 24.76 | 69.57 | 24.08 | 26.83 | 15.94 | 32.04 | 14.30 | 55.66 | 39.25 | 53.23 | 12.75 | 33.81 | 57.64 | 12.42 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.35 | 0.35 | 0.29 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.10 | 1.90 | 0.27 | 0.00 | 0.00 | 0.00 | 0.00 | 10.83 | 0.36 | 0.55 | 0.69 | 0.44 | 0.48 | 0.82 | 1.20 | 1.12 | 1.01 | 0.92 | 5.42 | 1.93 | 1.41 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/18/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHCAY (Sharp Corp ADR) |
-42.96%
Nov 2009 – Nov 2012 |
-35.28%
Dec 2010 – Dec 2015 |
-23.93%
Jul 2006 – Jul 2016 |
-19.67%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHCAY (Sharp Corp ADR) |
26.68%
Jun 2015 – Jun 2018 |
23.64%
Aug 1998 – Aug 2003 |
11.89%
Dec 1997 – Dec 2007 |
-0.69%
Aug 1998 – Aug 2013 |
Annualized Rolling Returns Comparison Chart