Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TRYIY (Toray Industries Inc ADR) | 9.38% | 39.13% | 8.81% | 7.97% | -1.32% | 1.92% | NA | -0.69% |
Data as of 07/25/2025, AR inception is 03/16/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRYIY (Toray Industries Inc ADR) | 03/16/2006 | 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 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.60 | 39.13 | 8.81 | 7.97 | -1.32 | 1.92 | NA | -0.69 | 9.38 | 23.11 | -7.95 | -5.41 | -0.50 | -11.66 | -4.81 | -24.99 | 17.08 | -13.63 | 16.08 | 15.11 | 12.99 | -14.14 | 20.62 | 8.28 | 8.79 | -35.75 | 5.70 | -5.10 |
| Sharpe Ratio | NA | 1.03 | 0.19 | 0.21 | -0.10 | NA | NA | -0.06 | 0.40 | 0.56 | -0.54 | -0.23 | -0.02 | -0.29 | -0.25 | -1.19 | 0.92 | -0.59 | 0.70 | 0.77 | 0.50 | -0.67 | 0.62 | 0.34 | 0.25 | -0.66 | 0.11 | -0.28 |
| Standard Deviation(%) | NA | 34.75 | 28.98 | 29.01 | 27.72 | NA | NA | 29.65 | 36.01 | 30.05 | 22.88 | 29.68 | 27.68 | 40.75 | 24.42 | 22.05 | 18.02 | 23.33 | 23.02 | 19.70 | 25.94 | 21.37 | 33.05 | 23.92 | 34.87 | 55.43 | 25.73 | 35.07 |
| Draw Down(%) | NA | 16.04 | 27.32 | 36.51 | 65.20 | NA | NA | 65.20 | 16.04 | 14.12 | 23.17 | 28.57 | 18.04 | 46.63 | 15.67 | 35.02 | 12.53 | 19.48 | 14.75 | 11.19 | 17.39 | 29.86 | 19.28 | 18.71 | 30.59 | 56.49 | 15.26 | 30.75 |
| 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/25/2025, AR inception is 03/16/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRYIY (Toray Industries Inc ADR) |
-23.71%
Apr 2006 - Apr 2009 |
-13.70%
Oct 2017 - Oct 2022 |
-4.63%
Apr 2012 - Apr 2022 |
-3.15%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRYIY (Toray Industries Inc ADR) |
22.86%
Feb 2009 - Feb 2012 |
12.62%
Feb 2009 - Feb 2014 |
6.16%
Feb 2009 - Feb 2019 |
2.29%
Jun 2010 - Jun 2025 |
Annualized Rolling Returns Comparison Chart