Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMMYY (Sumitomo Metal Mining Co Ltd ADR) | 35.96% | 134.66% | 19.38% | 4.56% | 9.99% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/19/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMMYY (Sumitomo Metal Mining Co Ltd ADR) | 03/19/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.29 | 134.66 | 19.38 | 4.56 | 9.99 | NA | NA | … | … | 35.96 | 81.45 | -23.01 | -16.09 | -8.81 | -13.51 | 34.51 | 24.05 | -42.62 | 75.88 | 8.71 | -19.24 | 14.95 | -16.69 |
| Sharpe Ratio | NA | 2.82 | 0.47 | 0.06 | 0.23 | NA | NA | … | … | 1.86 | 2.02 | -0.84 | -0.68 | -0.27 | -0.35 | 0.74 | 0.65 | -1.18 | 2.31 | 0.21 | -0.60 | 0.55 | -0.65 |
| Standard Deviation(%) | NA | 52.51 | 41.90 | 39.27 | 39.04 | NA | NA | … | … | 69.43 | 39.75 | 35.37 | 30.31 | 38.40 | 38.36 | 46.42 | 35.06 | 37.29 | 32.73 | 40.44 | 32.14 | 26.97 | 31.69 |
| Draw Down(%) | NA | 34.48 | 51.48 | 68.35 | 68.35 | NA | NA | … | … | 34.48 | 29.54 | 37.97 | 34.66 | 49.00 | 32.83 | 46.59 | 22.55 | 48.75 | 18.28 | 24.75 | 34.05 | 26.78 | 26.57 |
| 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 | 0.00 |
Data as of 06/04/2026, Common starting date is 03/19/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMMYY (Sumitomo Metal Mining Co Ltd ADR) |
-24.78%
Mar 2022 – Mar 2025 |
-7.51%
Mar 2015 – Mar 2020 |
-3.64%
Feb 2015 – Feb 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMMYY (Sumitomo Metal Mining Co Ltd ADR) |
29.72%
Feb 2023 – Feb 2026 |
17.94%
Feb 2016 – Feb 2021 |
14.24%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart