Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
AJINY (Ajinomoto Co Inc ADR) 54.74% 42.61% 20.67% 25.95% 12.60% 13.42% NA
Data as of 05/20/2026, Common starting date is 02/09/2010
More Performance Analytics Comparison
Name Start Date End Date
AJINY (Ajinomoto Co Inc ADR) 02/09/2010 05/20/2026
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 (%) -6.42 42.61 20.67 25.95 12.60 13.42 NA 54.74 4.58 7.41 27.34 3.83 39.09 39.69 -5.37 -4.43 -8.54 -14.52 27.50 28.05 9.51 10.42 16.73 3.21
Sharpe Ratio NA 1.02 0.56 0.77 0.37 NA NA 4.38 0.06 0.12 0.89 0.09 1.61 1.18 -0.23 -0.22 -0.37 -0.49 0.93 1.20 0.40 0.36 0.55 0.25
Standard Deviation(%) NA 39.05 32.68 30.33 29.53 NA NA 47.59 30.67 30.51 26.83 28.26 24.28 33.38 29.58 26.95 24.90 30.21 29.55 23.44 23.74 28.68 30.47 13.83
Draw Down(%) NA 30.05 30.05 30.15 41.72 NA NA 18.81 30.05 18.13 15.99 27.84 17.53 14.80 19.29 21.95 23.02 29.92 16.71 10.84 17.67 18.44 17.23 10.20
Yield(%) 0.00 0.67 1.02 2.44 1.66 2.24 1.91 0.00 1.04 1.31 1.65 2.88 3.94 3.61 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 05/20/2026, Common starting date is 02/09/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AJINY (Ajinomoto Co Inc ADR) -15.37%
Feb 2016 – Feb 2019
-5.11%
Jan 2015 – Jan 2020
6.35%
Feb 2011 – Feb 2021
10.50%
Mar 2010 – Mar 2025
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AJINY (Ajinomoto Co Inc ADR) 37.82%
Jun 2020 – Jun 2023
29.59%
Jun 2020 – Jun 2025
13.91%
Aug 2013 – Aug 2023
14.06%
Apr 2011 – Apr 2026
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return