Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WACMY (Wacom Co Ltd ADR) | NA | 10.75% | -12.04% | -7.35% | 3.39% | NA | NA | … | … |
Data as of 10/03/2025, Common starting date is 10/31/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WACMY (Wacom Co Ltd ADR) | 10/31/2013 | 10/03/2025 |
| 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 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 10.75 | -12.04 | -7.35 | 3.39 | NA | NA | … | … | -1.56 | -3.43 | 2.64 | -41.34 | -5.20 | 108.08 | -7.38 | -21.64 | 124.11 | -29.58 | -0.85 | -47.96 | 0.00 |
| Sharpe Ratio | NA | 0.17 | -0.30 | -0.15 | 0.03 | NA | NA | … | … | -0.10 | -0.15 | -0.02 | -0.58 | -0.09 | 1.21 | -0.23 | -0.60 | 2.33 | -0.79 | -0.03 | -1.24 | 0.00 |
| Standard Deviation(%) | NA | 44.40 | 51.72 | 57.86 | 55.86 | NA | NA | … | … | 48.74 | 45.54 | 55.60 | 73.59 | 60.61 | 88.87 | 38.89 | 38.37 | 53.38 | 37.70 | 27.20 | 38.68 | NA |
| Draw Down(%) | NA | 30.38 | 51.18 | 66.42 | 66.42 | NA | NA | … | … | 29.38 | 27.02 | 37.30 | 45.50 | 39.16 | 28.61 | 33.48 | 34.30 | 28.09 | 45.51 | 32.33 | 48.27 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.52 | 1.59 | 0.64 | 0.48 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 2.11 | 1.56 | 1.23 | 0.95 | 2.08 | 4.30 | 0.00 | 2.23 | 0.00 |
Data as of 10/03/2025, Common starting date is 10/31/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WACMY (Wacom Co Ltd ADR) |
-28.64%
Nov 2013 – Nov 2016 |
-10.47%
Jan 2014 – Jan 2019 |
-4.12%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WACMY (Wacom Co Ltd ADR) |
40.68%
May 2019 – May 2022 |
27.11%
Jan 2017 – Jan 2022 |
3.39%
Sep 2015 – Sep 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart