Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TOKTY (Tokai Tokyo Financial Holdings Inc ADR) | NA | -14.03% | 3.60% | -11.93% | NA | NA | NA | … | … |
Data as of 01/09/2023, Common starting date is 05/17/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TOKTY (Tokai Tokyo Financial Holdings Inc ADR) | 05/17/2013 | 01/09/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 18.07 | -14.03 | 3.60 | -11.93 | NA | NA | NA | … | … | 18.07 | -27.18 | 16.61 | 0.34 | -33.03 | -30.10 | 14.81 | -13.45 | -11.48 | -16.20 | -2.07 |
| Sharpe Ratio | NA | -0.52 | 0.11 | -0.47 | NA | NA | NA | … | … | 0.00 | -1.17 | 0.60 | 0.00 | -1.51 | -1.17 | 0.75 | -0.40 | -0.45 | -0.41 | -0.15 |
| Standard Deviation(%) | NA | 29.66 | 28.87 | 27.35 | NA | NA | NA | … | … | NA | 24.47 | 27.53 | 28.94 | 22.87 | 26.79 | 19.01 | 34.07 | 25.58 | 39.72 | 22.66 |
| Draw Down(%) | NA | 29.75 | 35.68 | 68.05 | NA | NA | NA | … | … | 0.00 | 29.75 | 13.78 | 25.17 | 40.37 | 41.62 | 14.73 | 28.16 | 25.64 | 36.00 | 10.29 |
| Yield(%) | 0.00 | 4.65 | 5.54 | 2.67 | 2.20 | 1.47 | 1.10 | … | … | 0.00 | 4.65 | 7.29 | 3.88 | 1.68 | 5.14 | 4.76 | 3.97 | 1.60 | 2.87 | 2.02 |
Data as of 01/09/2023, Common starting date is 05/17/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TOKTY (Tokai Tokyo Financial Holdings Inc ADR) |
-23.22%
Jun 2017 – Jun 2020 |
-18.58%
Jun 2015 – Jun 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TOKTY (Tokai Tokyo Financial Holdings Inc ADR) |
7.31%
Jan 2015 – Jan 2018 |
1.17%
Jun 2016 – Jun 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart