Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SHECY (Shin-Etsu Chemical Co Ltd ADR) | 54.06% | 49.81% | 13.79% | 7.98% | 17.10% | 12.01% | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/26/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SHECY (Shin-Etsu Chemical Co Ltd ADR) | 11/26/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.84 | 49.81 | 13.79 | 7.98 | 17.10 | 12.01 | NA | … | … | 54.06 | -5.39 | -21.28 | 70.59 | -23.72 | 2.70 | 66.64 | 43.23 | -24.32 | 31.25 | 43.08 | -16.76 | 11.16 | -3.82 | 23.62 | -9.66 | -4.19 | 27.53 | 9.20 |
| Sharpe Ratio | NA | 1.48 | 0.40 | 0.20 | 0.52 | NA | NA | … | … | 4.95 | -0.25 | -0.90 | 2.42 | -0.72 | 0.10 | 1.82 | 1.66 | -0.76 | 1.51 | 1.54 | -0.68 | 0.53 | -0.14 | 1.08 | -0.30 | -0.15 | 0.72 | 2.67 |
| Standard Deviation(%) | NA | 34.01 | 32.49 | 31.61 | 30.48 | NA | NA | … | … | 39.37 | 32.99 | 30.85 | 27.71 | 34.88 | 26.26 | 36.32 | 25.17 | 33.65 | 20.38 | 27.85 | 24.72 | 21.06 | 27.11 | 22.05 | 32.52 | 28.20 | 38.18 | 60.82 |
| Draw Down(%) | NA | 21.74 | 45.13 | 45.22 | 45.22 | NA | NA | … | … | 12.26 | 25.43 | 28.62 | 19.39 | 41.08 | 15.81 | 35.29 | 15.15 | 41.14 | 11.99 | 13.27 | 29.86 | 10.96 | 21.73 | 16.05 | 26.08 | 25.66 | 20.08 | 10.75 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 1.33 | 3.51 | 2.65 | 2.48 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 4.95 | 3.73 | 4.68 | 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 11/26/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHECY (Shin-Etsu Chemical Co Ltd ADR) |
-7.92%
Mar 2013 – Mar 2016 |
-2.81%
Feb 2011 – Feb 2016 |
4.79%
May 2009 – May 2019 |
7.28%
Mar 2010 – Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHECY (Shin-Etsu Chemical Co Ltd ADR) |
34.83%
Dec 2018 – Dec 2021 |
28.95%
Jan 2016 – Jan 2021 |
17.23%
Apr 2016 – Apr 2026 |
12.12%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart