Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TOKUY (Tokyu Corp ADR) | -9.07% | -13.23% | -7.79% | -5.13% | -4.58% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 09/20/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TOKUY (Tokyu Corp ADR) | 09/20/2011 | 06/03/2026 |
| 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 (%) | -18.36 | -13.23 | -7.79 | -5.13 | -4.58 | NA | NA | … | … | -9.07 | 27.48 | -22.35 | -2.40 | -12.20 | 16.63 | -32.25 | 11.38 | 4.58 | 3.94 | -0.89 | 20.15 | 6.02 | 13.37 | 8.94 | 6.41 |
| Sharpe Ratio | NA | -0.33 | -0.26 | -0.20 | -0.19 | NA | NA | … | … | -0.47 | 0.49 | -0.59 | -0.23 | -0.36 | 0.57 | -0.73 | 0.98 | 0.25 | 0.23 | -0.06 | 1.48 | 0.31 | 0.40 | 2.06 | 3.10 |
| Standard Deviation(%) | NA | 64.29 | 50.65 | 43.78 | 35.69 | NA | NA | … | … | 72.77 | 51.04 | 48.70 | 28.96 | 38.20 | 28.95 | 44.10 | 10.14 | 12.98 | 14.58 | 18.94 | 13.58 | 19.21 | 33.73 | 4.35 | 7.97 |
| Draw Down(%) | NA | 28.70 | 30.31 | 38.45 | 48.93 | NA | NA | … | … | 28.70 | 23.91 | 30.16 | 27.81 | 22.67 | 11.23 | 42.08 | 1.17 | 11.55 | 8.93 | 18.55 | 7.81 | 12.04 | 24.78 | 0.00 | 0.43 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.18 | 0.56 | 1.10 | 0.82 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.39 | 0.93 | 1.10 | 1.25 | 1.13 | 1.04 | 1.06 | 0.50 | 0.64 | 1.26 | 1.68 | 0.79 |
Data as of 06/03/2026, Common starting date is 09/20/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TOKUY (Tokyu Corp ADR) |
-13.11%
Sep 2019 – Sep 2022 |
-12.58%
Jan 2020 – Jan 2025 |
-5.15%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TOKUY (Tokyu Corp ADR) |
16.14%
Nov 2012 – Nov 2015 |
9.77%
Nov 2012 – Nov 2017 |
4.79%
Oct 2011 – Oct 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart