Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| YMZBY (Yamazaki Baking Co Ltd ADR) | NA | -15.19% | 18.37% | 1.47% | 2.06% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| YMZBY (Yamazaki Baking Co Ltd ADR) | 06/19/2012 | 09/26/2025 |
| 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 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -15.19 | 18.37 | 1.47 | 2.06 | NA | NA | … | … | 17.84 | 2.38 | 20.15 | -10.12 | -18.35 | 20.75 | -22.17 | -6.28 | 17.88 | 10.07 | 62.85 | 1.32 | -22.31 | -2.54 |
| Sharpe Ratio | NA | -0.46 | 0.42 | -0.02 | 0.02 | NA | NA | … | … | 1.15 | -0.02 | 0.75 | -0.36 | -1.07 | 1.15 | -1.28 | -1.03 | 0.78 | 0.19 | 1.31 | 0.99 | -0.89 | -0.59 |
| Standard Deviation(%) | NA | 39.45 | 35.26 | 30.37 | 29.37 | NA | NA | … | … | 19.21 | 50.22 | 22.11 | 32.22 | 17.18 | 17.74 | 18.45 | 7.49 | 22.23 | 53.08 | 47.91 | 1.31 | 25.25 | 8.13 |
| Draw Down(%) | NA | 29.93 | 29.93 | 42.87 | 56.91 | NA | NA | … | … | 0.00 | 29.93 | 9.35 | 30.04 | 19.37 | 0.00 | 23.13 | 7.14 | 10.00 | 28.00 | 0.00 | 0.00 | 22.31 | 5.36 |
| Yield(%) | 0.00 | 1.39 | 1.85 | 1.13 | 1.15 | 1.16 | 0.87 | … | … | 0.00 | 1.97 | 1.29 | 1.14 | 1.01 | 1.11 | 0.95 | 0.86 | 1.20 | 0.97 | 1.39 | 1.30 | 0.00 | 2.76 |
Data as of 09/26/2025, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| YMZBY (Yamazaki Baking Co Ltd ADR) |
-14.87%
Jun 2016 – Jun 2019 |
-11.24%
Nov 2017 – Nov 2022 |
-0.68%
Nov 2012 – Nov 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| YMZBY (Yamazaki Baking Co Ltd ADR) |
35.72%
Nov 2013 – Nov 2016 |
14.95%
Dec 2013 – Dec 2018 |
9.07%
Oct 2014 – Oct 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart