Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMTOY (Sumitomo Electric Industries Ltd ADR) | 113.62% | 310.75% | 91.82% | 40.37% | 19.41% | 13.31% | 8.76% | … | … |
Data as of 06/04/2026, Common starting date is 03/06/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMTOY (Sumitomo Electric Industries Ltd ADR) | 03/06/1996 | 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 (%) | 11.49 | 310.75 | 91.82 | 40.37 | 19.41 | 13.31 | 8.76 | … | … | 113.62 | 121.37 | 43.11 | 11.39 | -13.31 | -1.73 | -11.45 | 14.66 | -20.89 | 15.08 | 0.91 | 13.17 | -24.21 | 46.80 | 6.86 | -22.59 | 12.62 | 67.67 | -54.69 | 3.39 | 0.16 | 57.65 | 13.95 | 34.37 | -1.54 | -62.86 | 53.51 | 1.79 | -17.04 | -2.88 | 10.76 |
| Sharpe Ratio | NA | 4.92 | 1.87 | 0.92 | 0.47 | NA | NA | … | … | 5.60 | 2.64 | 1.07 | 0.29 | -0.41 | -0.06 | -0.26 | 0.50 | -0.74 | 0.75 | 0.02 | 0.53 | -1.03 | 1.42 | 0.36 | -0.85 | 0.62 | 1.97 | -1.32 | 0.03 | -0.07 | 2.26 | 0.65 | 0.93 | -0.06 | -1.53 | 1.58 | -0.05 | -0.48 | -0.22 | 0.67 |
| Standard Deviation(%) | NA | 55.60 | 44.00 | 39.67 | 35.59 | NA | NA | … | … | 73.12 | 45.88 | 34.43 | 24.65 | 36.28 | 30.02 | 44.65 | 26.45 | 30.02 | 19.28 | 33.78 | 24.96 | 23.43 | 33.03 | 19.08 | 26.50 | 20.34 | 34.22 | 41.98 | 13.87 | 44.14 | 24.57 | 19.93 | 36.12 | 45.51 | 43.08 | 31.31 | 27.61 | 42.40 | 28.74 | 14.40 |
| Draw Down(%) | NA | 23.54 | 40.02 | 40.02 | 52.67 | NA | NA | … | … | 23.54 | 40.02 | 20.42 | 21.61 | 30.92 | 20.09 | 45.13 | 22.70 | 29.51 | 12.01 | 21.88 | 24.82 | 26.41 | 21.22 | 18.23 | 34.20 | 14.92 | 7.73 | 54.69 | 7.59 | 27.75 | 14.35 | 11.22 | 26.33 | 39.76 | 62.86 | 12.50 | 21.92 | 44.23 | 25.43 | 6.69 |
| 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 | 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 03/06/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMTOY (Sumitomo Electric Industries Ltd ADR) |
-29.30%
Oct 1999 – Oct 2002 |
-19.10%
Oct 1997 – Oct 2002 |
-4.26%
Dec 1998 – Dec 2008 |
-2.88%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMTOY (Sumitomo Electric Industries Ltd ADR) |
87.52%
May 2023 – May 2026 |
39.10%
May 2021 – May 2026 |
18.63%
Feb 2016 – Feb 2026 |
12.62%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart