Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| YOKEY (Yokogawa Electric Corp ADR) | -2.27% | 31.22% | 18.87% | 15.30% | 10.66% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 02/10/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| YOKEY (Yokogawa Electric Corp ADR) | 02/10/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -7.43 | 31.22 | 18.87 | 15.30 | 10.66 | NA | NA | … | … | -2.27 | 42.38 | 11.53 | 19.76 | -18.81 | 3.47 | 5.58 | 3.21 | -10.14 | 28.10 | 23.30 | 2.01 | -18.32 |
| Sharpe Ratio | NA | 1.02 | 0.51 | 0.38 | 0.30 | NA | NA | … | … | 0.24 | 1.03 | 0.12 | 0.60 | -0.56 | 0.11 | 0.12 | 0.07 | -0.32 | 1.20 | 0.74 | 0.07 | -0.65 |
| Standard Deviation(%) | NA | 38.44 | 38.93 | 36.69 | 35.12 | NA | NA | … | … | 47.91 | 39.16 | 42.77 | 26.20 | 36.03 | 32.72 | 45.57 | 26.73 | 35.64 | 22.90 | 31.04 | 27.00 | 31.11 |
| Draw Down(%) | NA | 19.57 | 39.76 | 39.76 | 61.26 | NA | NA | … | … | 19.57 | 23.78 | 27.03 | 15.63 | 20.93 | 33.98 | 53.85 | 20.09 | 28.68 | 13.65 | 22.44 | 19.69 | 24.59 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 02/10/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| YOKEY (Yokogawa Electric Corp ADR) |
-9.01%
Aug 2018 – Aug 2021 |
-6.06%
Feb 2018 – Feb 2023 |
4.13%
Mar 2014 – Mar 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| YOKEY (Yokogawa Electric Corp ADR) |
38.33%
Feb 2023 – Feb 2026 |
16.63%
May 2021 – May 2026 |
15.06%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart