Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TSHTY (Toshiba Tec Corp ADR) | NA | -1.32% | -9.79% | -4.91% | 2.50% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 10/21/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TSHTY (Toshiba Tec Corp ADR) | 10/21/2014 | 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 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.50 | -1.32 | -9.79 | -4.91 | 2.50 | NA | NA | … | … | -3.64 | -13.60 | -10.80 | -27.53 | 44.43 | -1.98 | 2.69 | -11.33 | 41.10 | 30.16 | -50.28 | 20.88 |
| Sharpe Ratio | NA | -0.10 | -0.25 | -0.11 | 0.02 | NA | NA | … | … | -0.17 | -0.29 | -0.28 | -0.52 | 0.51 | -0.02 | 0.06 | -1.23 | 2.02 | 1.14 | -1.26 | 4.93 |
| Standard Deviation(%) | NA | 45.59 | 52.08 | 62.57 | 54.57 | NA | NA | … | … | 45.58 | 60.04 | 51.57 | 55.87 | 87.06 | 97.29 | 19.18 | 10.33 | 20.08 | 26.26 | 39.96 | 33.52 |
| Draw Down(%) | NA | 44.42 | 53.48 | 66.33 | 66.33 | NA | NA | … | … | 35.23 | 30.32 | 39.09 | 40.02 | 30.10 | 33.56 | 12.32 | 11.50 | 6.41 | 12.57 | 56.86 | 0.87 |
| Yield(%) | 0.00 | 0.62 | 0.32 | 0.57 | 1.16 | 0.52 | 0.39 | … | … | 0.00 | 0.52 | 0.00 | 0.75 | 1.28 | 0.32 | 1.85 | 1.24 | 1.36 | 0.00 | 0.78 | 0.00 |
Data as of 09/26/2025, Common starting date is 10/21/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TSHTY (Toshiba Tec Corp ADR) |
-24.13%
Apr 2022 – Apr 2025 |
-10.69%
Apr 2020 – Apr 2025 |
-5.85%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TSHTY (Toshiba Tec Corp ADR) |
27.24%
Sep 2015 – Sep 2018 |
19.28%
May 2016 – May 2021 |
1.72%
Aug 2015 – Aug 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart