Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
TYOYY (Taiyo Yuden Co Ltd ADR) 359.49% 496.28% 46.74% 16.04% 25.34% 14.30% NA
Data as of 06/04/2026, Common starting date is 01/21/2010
More Performance Analytics Comparison
Name Start Date End Date
TYOYY (Taiyo Yuden Co Ltd ADR) 01/21/2010 06/04/2026
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 2010
Annualized Return (%) 22.13 496.28 46.74 16.04 25.34 14.30 NA 359.49 54.51 -49.63 -6.06 -48.32 35.76 35.80 106.60 -11.56 42.37 -16.43 18.91 -8.70 32.82 21.20 -47.83 -3.08
Sharpe Ratio NA 6.19 0.63 0.21 0.47 NA NA 33.49 0.86 -1.02 -0.27 -1.10 0.73 0.82 2.30 -0.28 1.46 -0.41 0.44 -0.28 0.76 0.92 -0.86 -0.14
Standard Deviation(%) NA 73.88 62.47 55.26 49.26 NA NA 97.14 61.19 55.15 38.44 45.17 49.26 43.03 45.74 45.72 28.81 40.47 42.97 31.36 43.23 23.23 55.64 24.61
Draw Down(%) NA 30.25 61.74 82.49 82.49 NA NA 27.36 34.81 59.21 36.54 59.15 32.45 31.14 28.68 54.35 15.94 43.28 22.35 30.71 35.12 17.42 59.13 27.19
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
Data as of 06/04/2026, Common starting date is 01/21/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TYOYY (Taiyo Yuden Co Ltd ADR) -36.67%
Nov 2021 – Nov 2024
-15.23%
Jan 2020 – Jan 2025
-0.11%
Apr 2015 – Apr 2025
-0.28%
Apr 2010 – Apr 2025
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TYOYY (Taiyo Yuden Co Ltd ADR) 56.17%
Dec 2018 – Dec 2021
42.76%
Jul 2016 – Jul 2021
24.23%
May 2016 – May 2026
13.62%
May 2011 – May 2026
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return