Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ALNPY (ANA Holdings Inc ADR) | -9.51% | -12.00% | -6.21% | -6.85% | -3.87% | -2.44% | NA | … | … |
Data as of 06/10/2026, Common starting date is 04/06/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALNPY (ANA Holdings Inc ADR) | 04/06/2010 | 06/10/2026 |
| 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 (%) | 1.44 | -12.00 | -6.21 | -6.85 | -3.87 | -2.44 | NA | … | … | -9.51 | 9.07 | -15.08 | 2.14 | 1.74 | -5.43 | -32.21 | -7.96 | -11.87 | 54.27 | -2.22 | 15.61 | 29.09 | -5.98 | -21.04 | -26.21 | 28.40 |
| Sharpe Ratio | NA | -0.37 | -0.31 | -0.26 | -0.17 | NA | NA | … | … | -0.53 | 0.17 | -0.69 | -0.06 | 0.01 | -0.15 | -0.55 | -0.33 | -0.49 | 2.32 | -0.10 | 0.65 | 1.37 | -0.22 | -0.58 | -0.80 | 1.61 |
| Standard Deviation(%) | NA | 42.77 | 33.40 | 34.12 | 35.13 | NA | NA | … | … | 48.46 | 35.47 | 27.07 | 24.31 | 39.56 | 35.40 | 59.36 | 28.17 | 26.93 | 23.23 | 25.00 | 24.15 | 21.15 | 27.83 | 36.57 | 32.79 | 24.74 |
| Draw Down(%) | NA | 25.67 | 29.46 | 36.33 | 59.27 | NA | NA | … | … | 25.67 | 14.29 | 19.49 | 21.58 | 26.25 | 26.97 | 40.96 | 13.98 | 26.42 | 8.88 | 15.93 | 16.04 | 13.86 | 14.63 | 35.55 | 27.78 | 9.66 |
| Yield(%) | 0.00 | 0.00 | 0.94 | 0.49 | 0.85 | 0.98 | 0.80 | … | … | 0.00 | 2.28 | 0.97 | 0.00 | 0.06 | 0.00 | 0.00 | 1.95 | 1.30 | 1.96 | 1.71 | 1.32 | 1.49 | 1.71 | 1.81 | 0.67 | 0.00 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| ALNPY (ANA Holdings Inc ADR) |
-18.60%
Jul 2019 – Jul 2022 |
-13.30%
Sep 2017 – Sep 2022 |
-4.24%
Jul 2015 – Jul 2025 |
-3.62%
Oct 2010 – Oct 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALNPY (ANA Holdings Inc ADR) |
22.10%
Sep 2014 – Sep 2017 |
17.87%
Jan 2013 – Jan 2018 |
2.42%
Jan 2013 – Jan 2023 |
-1.43%
May 2010 – May 2025 |
Annualized Rolling Returns Comparison Chart