Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TKCBY (Tokai Carbon Co Ltd ADR) | NA | 5.03% | -10.34% | -5.25% | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 08/01/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TKCBY (Tokai Carbon Co Ltd ADR) | 08/01/2017 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.03 | -10.34 | -5.25 | NA | NA | NA | … | … | 5.03 | -23.64 | -14.04 | -39.76 | 22.30 | 20.73 | -4.67 | -9.36 | 93.44 |
| Sharpe Ratio | NA | 0.06 | -0.28 | -0.15 | NA | NA | NA | … | … | 0.10 | -0.92 | -0.26 | -0.42 | 0.24 | 0.17 | -0.14 | -0.16 | 8.18 |
| Standard Deviation(%) | NA | 32.99 | 49.14 | 83.61 | NA | NA | NA | … | … | 38.48 | 29.77 | 69.48 | 97.38 | 93.85 | 123.18 | 43.27 | 66.16 | 47.23 |
| Draw Down(%) | NA | 15.04 | 43.15 | 65.40 | NA | NA | NA | … | … | 15.04 | 29.94 | 24.53 | 51.85 | 34.73 | 36.79 | 37.22 | 45.81 | 12.61 |
| Yield(%) | 0.00 | 0.00 | 0.87 | 1.77 | 2.42 | 1.61 | 1.21 | … | … | 0.00 | 1.42 | 0.00 | 2.10 | 2.16 | 2.70 | 3.97 | 1.73 | 0.86 |
Data as of 09/26/2025, Common starting date is 08/01/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TKCBY (Tokai Carbon Co Ltd ADR) |
-26.60%
Dec 2021 – Dec 2024 |
-14.29%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TKCBY (Tokai Carbon Co Ltd ADR) |
14.94%
Mar 2020 – Mar 2023 |
0.09%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart