Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| YATRY (Yamato Holdings Co Ltd ADR) | -22.21% | -18.44% | -15.08% | -15.58% | -4.49% | -0.65% | NA | … | … |
Data as of 06/03/2026, Common starting date is 04/06/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| YATRY (Yamato Holdings Co Ltd ADR) | 04/06/2010 | 06/03/2026 |
| 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 (%) | 0.00 | -18.44 | -15.08 | -15.58 | -4.49 | -0.65 | NA | … | … | -22.21 | 37.83 | -43.08 | 19.10 | -31.20 | -6.14 | 59.63 | -35.22 | 22.50 | 3.18 | -2.33 | 6.54 | 1.02 | 23.89 | 1.89 | 18.94 | 1.42 |
| Sharpe Ratio | NA | -0.72 | -0.49 | -0.50 | -0.16 | NA | NA | … | … | -1.30 | 1.36 | -1.20 | 0.44 | -0.90 | -0.16 | 0.77 | -1.66 | 0.64 | 0.12 | -0.09 | 0.21 | 0.05 | 0.95 | 0.13 | 0.90 | 0.08 |
| Standard Deviation(%) | NA | 29.22 | 35.44 | 35.89 | 39.31 | NA | NA | … | … | 37.17 | 26.14 | 41.33 | 34.34 | 36.33 | 39.20 | 77.02 | 22.11 | 33.40 | 21.17 | 28.92 | 31.32 | 22.17 | 25.00 | 14.79 | 21.12 | 22.54 |
| Draw Down(%) | NA | 38.88 | 47.52 | 64.51 | 65.41 | NA | NA | … | … | 29.52 | 13.28 | 47.25 | 16.87 | 38.28 | 22.21 | 36.64 | 43.34 | 22.51 | 12.66 | 20.08 | 21.56 | 16.63 | 12.94 | 14.99 | 13.88 | 16.01 |
| Yield(%) | 0.00 | 0.00 | 0.29 | 0.63 | 1.20 | 1.54 | 1.32 | … | … | 0.00 | 0.00 | 0.00 | 2.03 | 1.47 | 1.86 | 2.40 | 1.05 | 1.19 | 1.17 | 1.18 | 0.53 | 0.58 | 1.44 | 1.57 | 1.99 | 0.94 |
Data as of 06/03/2026, Common starting date is 04/06/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| YATRY (Yamato Holdings Co Ltd ADR) |
-25.90%
Jun 2021 – Jun 2024 |
-15.51%
Mar 2021 – Mar 2026 |
-5.89%
Oct 2014 – Oct 2024 |
-1.16%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| YATRY (Yamato Holdings Co Ltd ADR) |
25.21%
Aug 2010 – Aug 2013 |
15.14%
Aug 2010 – Aug 2015 |
9.18%
Aug 2010 – Aug 2020 |
3.46%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart