Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| YKLTY (Yakult Honsha Co Ltd ADR) | 3.09% | -20.61% | -21.75% | -9.62% | -3.38% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/16/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| YKLTY (Yakult Honsha Co Ltd ADR) | 09/16/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.65 | -20.61 | -21.75 | -9.62 | -3.38 | NA | NA | … | … | 3.09 | -17.47 | -15.42 | -30.13 | 27.30 | 3.91 | -5.20 | -25.89 | -5.05 | 63.36 | -2.95 | -5.26 | 2.73 | 10.67 |
| Sharpe Ratio | NA | -0.20 | -0.20 | -0.13 | -0.07 | NA | NA | … | … | 0.15 | -0.25 | -0.60 | -0.20 | 0.68 | 0.10 | -0.07 | -1.42 | -0.35 | 1.70 | -0.18 | -0.13 | 0.14 | 2.20 |
| Standard Deviation(%) | NA | 83.82 | 116.30 | 92.82 | 72.27 | NA | NA | … | … | 85.98 | 82.37 | 31.92 | 174.23 | 38.41 | 38.02 | 80.50 | 19.24 | 18.53 | 37.02 | 17.10 | 40.68 | 18.74 | 18.72 |
| Draw Down(%) | NA | 36.88 | 71.62 | 75.16 | 75.55 | NA | NA | … | … | 22.05 | 37.70 | 23.85 | 75.16 | 18.00 | 18.89 | 31.11 | 26.13 | 13.01 | 6.25 | 14.06 | 34.71 | 10.66 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.68 | 0.87 | 0.67 | 0.50 | … | … | 0.00 | 0.00 | 0.00 | 1.00 | 2.34 | 0.48 | 1.70 | 0.59 | 0.43 | 0.62 | 0.74 | 0.39 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 09/16/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| YKLTY (Yakult Honsha Co Ltd ADR) |
-23.72%
Mar 2023 – Mar 2026 |
-10.82%
Jun 2020 – Jun 2025 |
-6.90%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| YKLTY (Yakult Honsha Co Ltd ADR) |
15.40%
Feb 2020 – Feb 2023 |
10.67%
Nov 2013 – Nov 2018 |
0.97%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart