Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMPNY (Sompo Holdings Inc ADR) | 7.27% | 20.69% | -5.59% | -2.31% | 3.13% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/19/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMPNY (Sompo Holdings Inc ADR) | 05/19/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.00 | 20.69 | -5.59 | -2.31 | 3.13 | NA | NA | … | … | 7.27 | 28.06 | -45.97 | 10.38 | 3.41 | 13.57 | -6.63 | 10.20 | -5.86 | 12.15 | 30.23 |
| Sharpe Ratio | NA | 0.63 | -0.13 | -0.08 | 0.03 | NA | NA | … | … | 0.47 | 0.83 | -0.46 | 0.23 | 0.06 | 0.48 | -0.10 | 0.41 | -0.61 | 0.69 | 1.87 |
| Standard Deviation(%) | NA | 28.68 | 70.23 | 57.43 | 47.66 | NA | NA | … | … | 32.50 | 30.89 | 114.22 | 26.38 | 31.47 | 27.94 | 67.57 | 21.29 | 11.80 | 16.69 | 28.07 |
| Draw Down(%) | NA | 13.11 | 70.91 | 70.91 | 70.91 | NA | NA | … | … | 13.11 | 15.38 | 70.91 | 15.06 | 22.06 | 13.75 | 40.54 | 10.06 | 14.45 | 4.09 | 3.89 |
| 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 |
Data as of 06/05/2026, Common starting date is 05/19/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMPNY (Sompo Holdings Inc ADR) |
-21.04%
Oct 2021 – Oct 2024 |
-12.14%
Apr 2019 – Apr 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMPNY (Sompo Holdings Inc ADR) |
18.23%
Mar 2021 – Mar 2024 |
11.93%
Mar 2019 – Mar 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart