Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TDHOY (T&D Holdings Inc ADR) | 32.36% | 38.66% | 29.36% | 22.30% | 5.14% | NA | NA | -1.27% |
Data as of 07/25/2025, AR inception is 02/16/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TDHOY (T&D Holdings Inc ADR) | 02/16/2011 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 10.18 | 38.66 | 29.36 | 22.30 | 5.14 | NA | NA | -1.27 | 32.36 | 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 | 0.75 | 0.60 | 0.49 | 0.09 | NA | NA | -0.05 | 1.49 | 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 | 47.04 | 43.32 | 42.77 | 40.16 | NA | NA | 41.78 | 41.60 | 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 | 24.65 | 29.36 | 44.13 | 65.95 | NA | NA | 78.69 | 20.79 | 27.69 | 29.36 | 44.13 | 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 07/25/2025, AR inception 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 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TDHOY (T&D Holdings Inc ADR) |
27.21%
May 2022 - May 2025 |
22.49%
Mar 2020 - Mar 2025 |
5.15%
Feb 2015 - Feb 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart