Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TDHOY (T&D Holdings Inc ADR) | 16.12% | 15.92% | 22.94% | 14.08% | 10.94% | 0.68% | NA | … | … |
Data as of 06/05/2026, Common starting date is 02/16/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TDHOY (T&D Holdings Inc ADR) | 02/16/2011 | 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 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.86 | 15.92 | 22.94 | 14.08 | 10.94 | 0.68 | NA | … | … | 16.12 | 33.66 | 20.03 | 8.10 | 11.18 | 8.80 | -5.89 | 10.95 | -32.94 | 25.22 | 1.51 | 4.08 | -2.60 | 23.82 | 9.07 | -33.65 |
| Sharpe Ratio | NA | 0.23 | 0.43 | 0.25 | 0.20 | NA | NA | … | … | 0.57 | 0.65 | 0.29 | 0.09 | 0.21 | 0.21 | -0.12 | 0.30 | -1.09 | 0.94 | 0.03 | 0.13 | -0.33 | 0.64 | 0.45 | -0.37 |
| Standard Deviation(%) | NA | 51.19 | 47.15 | 45.48 | 41.49 | NA | NA | … | … | 50.55 | 48.34 | 46.16 | 41.45 | 45.97 | 40.93 | 50.71 | 31.34 | 31.54 | 26.23 | 43.01 | 31.49 | 8.00 | 37.42 | 20.37 | 100.19 |
| Draw Down(%) | NA | 25.66 | 27.69 | 44.12 | 65.95 | NA | NA | … | … | 19.61 | 25.66 | 27.69 | 29.36 | 44.12 | 21.26 | 50.31 | 28.21 | 40.04 | 21.51 | 39.46 | 26.30 | 5.65 | 26.56 | 15.22 | 67.02 |
| 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 |
Data as of 06/05/2026, Common starting date is 02/16/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TDHOY (T&D Holdings Inc ADR) |
-20.20%
Mar 2011 – Mar 2014 |
-19.39%
Jun 2011 – Jun 2016 |
-6.47%
Mar 2011 – Mar 2021 |
-0.08%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TDHOY (T&D Holdings Inc ADR) |
38.66%
Sep 2022 – Sep 2025 |
23.79%
Jul 2020 – Jul 2025 |
10.74%
Feb 2016 – Feb 2026 |
0.43%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart