Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UBEOY (Ube Industries Ltd ADR) | NA | -42.16% | -10.65% | -5.94% | NA | NA | NA | … | … |
Data as of 06/27/2022, Common starting date is 10/16/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UBEOY (Ube Industries Ltd ADR) | 10/16/2015 | 06/27/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -42.16 | -10.65 | -5.94 | NA | NA | NA | … | … | -44.16 | 21.50 | -12.54 | -6.50 | 12.00 | 0.00 | -9.81 | 6.14 |
| Sharpe Ratio | NA | -1.02 | -0.35 | -0.13 | NA | NA | NA | … | … | -1.15 | 0.80 | -0.54 | -0.34 | 0.11 | 0.00 | -0.42 | 2.55 |
| Standard Deviation(%) | NA | 42.65 | 32.52 | 52.07 | NA | NA | NA | … | … | 61.36 | 26.92 | 23.46 | 23.37 | 99.64 | NA | 23.78 | 13.11 |
| Draw Down(%) | NA | 44.95 | 47.52 | 70.42 | NA | NA | NA | … | … | 44.95 | 6.38 | 20.18 | 22.25 | 52.50 | 0.00 | 19.06 | 0.00 |
| Yield(%) | 0.00 | 3.53 | 4.27 | 3.95 | 2.89 | 1.93 | 1.45 | … | … | 1.69 | 4.50 | 4.15 | 5.29 | 3.47 | 5.48 | 4.48 | 0.00 |
Data as of 06/27/2022, Common starting date is 10/16/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UBEOY (Ube Industries Ltd ADR) |
-19.19%
May 2018 – May 2021 |
-6.21%
Apr 2017 – Apr 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UBEOY (Ube Industries Ltd ADR) |
34.09%
Nov 2015 – Nov 2018 |
8.80%
Sep 2016 – Sep 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart