Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SVNBY (Seven Bank Ltd ADR) | -25.25% | -15.58% | -8.00% | -6.25% | -7.92% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/04/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SVNBY (Seven Bank Ltd ADR) | 06/04/2012 | 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 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -15.58 | -8.00 | -6.25 | -7.92 | NA | NA | … | … | -25.25 | -8.00 | 2.07 | 10.94 | -1.23 | 1.47 | -25.58 | -2.94 | -1.89 | -0.14 | -20.23 | -0.91 | 13.92 | 28.20 | 49.54 |
| Sharpe Ratio | NA | -0.48 | -0.38 | -0.28 | -0.35 | NA | NA | … | … | -1.07 | -0.43 | -0.15 | 0.44 | -0.06 | 0.05 | -0.89 | -0.22 | -0.31 | -0.24 | -0.68 | -0.05 | 1.10 | 1.97 | 2.84 |
| Standard Deviation(%) | NA | 37.92 | 29.69 | 31.01 | 27.61 | NA | NA | … | … | 48.63 | 25.72 | 29.83 | 15.41 | 43.34 | 28.58 | 28.95 | 19.79 | 10.46 | 3.20 | 29.90 | 18.11 | 12.63 | 14.32 | 36.00 |
| Draw Down(%) | NA | 27.64 | 31.39 | 31.39 | 56.19 | NA | NA | … | … | 27.07 | 18.54 | 20.30 | 5.74 | 18.25 | 12.52 | 26.54 | 18.55 | 9.87 | 2.61 | 26.61 | 13.76 | 0.54 | 4.03 | 0.60 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 1.20 | 1.41 | 2.85 | 2.14 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 4.10 | 4.73 | 3.55 | 3.39 | 2.80 | 2.52 | 1.82 | 0.74 | 1.01 | 2.23 | 6.67 |
Data as of 06/05/2026, Common starting date is 06/04/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SVNBY (Seven Bank Ltd ADR) |
-13.63%
May 2016 – May 2019 |
-11.08%
Jan 2016 – Jan 2021 |
-7.92%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SVNBY (Seven Bank Ltd ADR) |
28.29%
Jul 2012 – Jul 2015 |
10.05%
Jul 2012 – Jul 2017 |
1.80%
Jul 2012 – Jul 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart