Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMNNY (Shimano Inc ADR) | -7.56% | -34.69% | -16.41% | -15.29% | -4.93% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/16/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMNNY (Shimano Inc ADR) | 10/16/2015 | 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 (%) | -6.21 | -34.69 | -16.41 | -15.29 | -4.93 | NA | NA | … | … | -7.56 | -21.00 | -11.74 | -1.78 | -41.29 | 13.64 | 44.62 | 14.50 | -0.28 | -10.21 | 1.54 | -2.31 |
| Sharpe Ratio | NA | -0.83 | -0.52 | -0.53 | -0.18 | NA | NA | … | … | -0.20 | -0.70 | -0.67 | -0.20 | -1.10 | 0.49 | 1.11 | 0.55 | -0.07 | -0.42 | 0.03 | -0.35 |
| Standard Deviation(%) | NA | 34.27 | 31.07 | 32.33 | 31.40 | NA | NA | … | … | 32.73 | 34.55 | 27.47 | 30.02 | 38.86 | 27.71 | 39.83 | 23.81 | 22.07 | 25.73 | 42.02 | 30.72 |
| Draw Down(%) | NA | 37.73 | 51.85 | 70.85 | 70.85 | NA | NA | … | … | 18.83 | 37.98 | 32.21 | 29.00 | 48.48 | 19.40 | 26.30 | 17.59 | 20.52 | 22.31 | 17.31 | 12.72 |
| 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 |
Data as of 06/05/2026, Common starting date is 10/16/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMNNY (Shimano Inc ADR) |
-20.61%
Dec 2021 – Dec 2024 |
-15.16%
Mar 2021 – Mar 2026 |
-4.25%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMNNY (Shimano Inc ADR) |
26.89%
Oct 2018 – Oct 2021 |
15.31%
Aug 2016 – Aug 2021 |
-3.36%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart